1,013 hedge funds and large institutions have $57B invested in Moody's in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 382 increasing their positions, 347 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-35
Holders Change %
-3.34%
% of All Funds
16.03%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.54%
New
80
Increased
382
Reduced
347
Closed
107
Calls
$77.8M
Puts
$121M
Net Calls
-$43.5M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
701
Boltwood Capital Management
California
$435K -$16.9K -50 -4%
NW
702
NewEdge Wealth
Pennsylvania
$435K +$56.7K +168 +15%
JIC
703
Johnson Investment Counsel
Ohio
$432K -$3.71K -11 -0.9%
PHAM
704
Palisades Hudson Asset Management
Florida
$424K
TCM
705
Tributary Capital Management
Nebraska
$422K +$422K +1,250 New
FCH
706
Freestone Capital Holdings
Washington
$420K +$95.9K +284 +30%
PCP
707
Proficio Capital Partners
Massachusetts
$413K +$39.5K +117 +11%
NICM
708
Neo Ivy Capital Management
New York
$412K -$141K -418 -26%
CSI
709
Cross Staff Investments
New York
$405K
WB
710
Webster Bank
Connecticut
$405K
IFWM
711
Institute for Wealth Management
Colorado
$404K +$35.5K +105 +10%
TAM
712
Trillium Asset Management
Massachusetts
$403K
SICM
713
Sustainable Insight Capital Management
New York
$400K -$12.8K -38 -3%
BL
714
Balentine LLC
Georgia
$399K +$185K +547 +86%
BPGAM
715
BTG Pactual Global Asset Management
Bermuda
$398K -$1.08M -3,215 -73%
FNBT
716
FineMark National Bank & Trust
Florida
$397K +$6.75K +20 +2%
NAM
717
NorthCrest Asset Manangement
Minnesota
$395K -$293K -867 -43%
LA
718
Legacy Advisors
Pennsylvania
$392K +$392K +1,161 New
BFPW
719
BOK Financial Private Wealth
Colorado
$385K +$86.1K +255 +29%
LAS
720
LWM Advisory Services
Florida
$382K +$99.8K +296 +35%
RIA
721
Regal Investment Advisors
Michigan
$379K -$596K -1,769 -61%
PAMG
722
Patton Albertson Miller Group
Tennessee
$374K
CI
723
Conning Inc
Connecticut
$373K -$27K -80 -7%
AAP
724
Arax Advisory Partners
Colorado
$371K -$4.05K -12 -1%
CCI
725
Credit Capital Investments
New Jersey
$371K +$371K +1,100 New