1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
676
Simplex Trading
Illinois
$629K +$103K +264 +20%
EI
677
Ellevest Inc
New York
$610K -$19.1K -49 -3%
CRC
678
Curi RMB Capital
Illinois
$608K +$2.34K +6 +0.4%
CWM
679
Circle Wealth Management
New Jersey
$601K +$55.5K +142 +10%
Empower Advisory Group
680
Empower Advisory Group
Colorado
$597K -$781 -2 -0.1%
WANY
681
Wealthspire Advisors (New York)
New York
$591K +$591K +1,512 New
ATC
682
Argent Trust Co
Tennessee
$589K -$391 -1 -0.1%
BDA
683
Borer Denton & Associates
Pennsylvania
$588K
QPBE
684
Quintet Private Bank (Europe)
Luxembourg
$580K -$4.39M -11,240 -88%
CAM
685
Cozad Asset Management
Illinois
$578K -$156K -400 -21%
DWT
686
Dorsey & Whitney Trust
South Dakota
$574K -$53.5K -137 -9%
CRWM
687
Castle Rock Wealth Management
California
$573K
BAM
688
Brave Asset Management
New Jersey
$571K +$1.95K +5 +0.3%
CCWM
689
Correct Capital Wealth Management
Missouri
$571K +$571K +1,463 New
Lido Advisors
690
Lido Advisors
California
$568K +$107K +274 +23%
LCWP
691
Legacy Capital Wealth Partners
Arkansas
$560K -$30.5K -78 -5%
LNC
692
Lincoln National Corp
Pennsylvania
$557K +$31.3K +80 +6%
ACM
693
Argyle Capital Management
Pennsylvania
$547K
NP
694
NorthRock Partners
Minnesota
$546K +$263K +673 +93%
PAM
695
Panagora Asset Management
Massachusetts
$545K -$29.6M -75,779 -98%
BHWM
696
Bar Harbor Wealth Management
New Hampshire
$540K -$41K -105 -7%
QCG
697
Quadrant Capital Group
Ohio
$539K -$3.52K -9 -0.6%
AWM
698
AE Wealth Management
Kansas
$537K +$50.6K +130 +10%
UH
699
Unigestion Holding
Switzerland
$533K -$345K -884 -39%
MWM
700
Mission Wealth Management
California
$530K +$7.03K +18 +1%