911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LCWP
701
Legacy Capital Wealth Partners
Arkansas
$276K +$14K +47 +5%
RIM
702
Regent Investment Management
Kentucky
$274K
DWM
703
Doyle Wealth Management
Florida
$274K
CCM
704
Coldstream Capital Management
Washington
$271K -$27.5K -92 -9%
6F
705
626 Financial
Michigan
$270K +$270K +800 New
RC
706
RegentAtlantic Capital
New Jersey
$267K +$267K +893 New
DWT
707
Dorsey & Whitney Trust
South Dakota
$266K
DADC
708
D.A. Davidson & Co
Montana
$266K +$36.4K +122 +16%
OQS
709
Occudo Quantitative Strategies
Florida
$266K +$266K +891 New
AFS
710
Axiom Financial Strategies
Indiana
$264K
WSTAM
711
Wilbanks Smith & Thomas Asset Management
Virginia
$261K
KPWS
712
Kestra Private Wealth Services
Texas
$260K +$36.4K +122 +16%
Twin Tree Management
713
Twin Tree Management
Texas
$259K +$259K +867 New
SF
714
Synovus Financial
Georgia
$252K
CHA
715
Carmichael Hill & Associates
Maryland
$251K
NW
716
NewEdge Wealth
Pennsylvania
$244K +$244K +817 New
BWP
717
Baldwin Wealth Partners
Massachusetts
$243K
SHGA
718
Sand Hill Global Advisors
California
$242K -$16.4K -55 -6%
CAM
719
Cypress Asset Management
Texas
$242K +$7.47K +25 +3%
FMW
720
Farr Miller & Washington
District of Columbia
$242K +$242K +810 New
WIC
721
Woodmont Investment Counsel
Tennessee
$239K
SC
722
Scotia Capital
Ontario, Canada
$238K -$1.33M -4,447 -85%
PCM
723
Prelude Capital Management
New York
$236K +$236K +792 New
MAM
724
McLean Asset Management
Virginia
$235K +$5.56K +17 +2%
GWM
725
GSB Wealth Management
Connecticut
$235K +$235K +788 New