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Moody's

806 hedge funds and large institutions have $36.2B invested in Moody's in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 290 increasing their positions, 287 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
17.8%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.82%
New
93
Increased
290
Reduced
287
Closed
83
Calls
$60.5M
Puts
$83.3M
Net Calls
-$22.8M
Net Calls Change
+$4.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
701
Cascade Investment Advisors
Oregon
$84.6K
JFA
702
JNBA Financial Advisors
Minnesota
$82K +$16.3K +77 +25%
WPA
703
West Paces Advisors
Georgia
$81.4K -$4.02K -19 -5%
AAP
704
Arax Advisory Partners
Colorado
$81K -$57.3K -271 -41%
AIC
705
Ameritas Investment Company
Nebraska
$79K +$79K +377 New
BWM
706
BerganKDV Wealth Management
Minnesota
$78K +$74.4K +350 +2,059%
TAIM
707
TD Ameritrade Investment Management
Nebraska
$77K +$1.05K +5 +1%
TPCW
708
TD Private Client Wealth
New York
$72.1K +$11.4K +54 +19%
RWM
709
Rezny Wealth Management
Florida
$70.5K +$70.5K +40 New
SQA
710
Simon Quick Advisors
New Jersey
$69K -$35K -165 -34%
AIM
711
AIA Investment Management
Singapore
$67K
SIC
712
Salem Investment Counselors
North Carolina
$64K
YAL
713
Your Advocates Ltd
Texas
$63K +$63K +300 New
EP
714
Eudaimonia Partners
Tennessee
$62K +$62K +295 New
TWA
715
TCI Wealth Advisors
Arizona
$60K -$52.1K -245 -46%
CFFP
716
Center for Financial Planning
Michigan
$60K -$13.7K -65 -19%
MAM
717
Meeder Asset Management
Ohio
$60K +$23.4K +110 +64%
PCM
718
Penserra Capital Management
California
$58K -$556K -2,224 -91%
BCA
719
Berman Capital Advisors
Georgia
$58K +$10.6K +52 +22%
VIM
720
Veritas Investment Management
United Kingdom
$56K -$40.2K -190 -42%
RMC
721
Resources Management Corp
Connecticut
$56K
FHA
722
First Horizon Advisors
Tennessee
$55K
OPS
723
Orion Portfolio Solutions
Nebraska
$55K +$18.5K +87 +51%
TL
724
TrueWealth LLC
Georgia
$52K
EWM
725
EPG Wealth Management
Georgia
$52K +$29.6K +139 +132%