927 hedge funds and large institutions have $40.7B invested in Moody's in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-16
Holders Change %
-1.7%
% of All Funds
16.03%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.55%
New
80
Increased
328
Reduced
348
Closed
84
Calls
$83.9M
Puts
$74.8M
Net Calls
+$9.05M
Net Calls Change
-$7.81M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
701
Arax Advisory Partners
Colorado
$291K +$23.8K +98 +9%
BTWM
702
Baker Tilly Wealth Management
Wisconsin
$290K +$6.08K +25 +2%
NAM
703
NorthCrest Asset Manangement
Minnesota
$284K
AWM
704
AE Wealth Management
Kansas
$282K -$225K -927 -44%
CW
705
Connectus Wealth
Ohio
$281K -$487 -2 -0.2%
RCM
706
Regency Capital Management
Hawaii
$281K +$281K +1,156 New
SC
707
Savant Capital
Illinois
$280K -$66.4K -273 -19%
BCM
708
Boltwood Capital Management
California
$280K -$14.6K -60 -5%
FNBT
709
FineMark National Bank & Trust
Florida
$280K
SB
710
Sunflower Bank
Texas
$278K -$125K -514 -31%
TPCW
711
TD Private Client Wealth
New York
$276K +$19.9K +82 +8%
PAMG
712
Patton Albertson Miller Group
Tennessee
$269K
PWPS
713
Pinnacle Wealth Planning Services
Ohio
$269K +$2.19K +9 +0.8%
SIM
714
Studio Investment Management
Illinois
$269K +$3.4K +14 +1%
SCA
715
Snowden Capital Advisors
New York
$266K -$71.1K -293 -21%
SIM
716
Sentry Investment Management
Wisconsin
$264K
RRC
717
Relaxing Retirement Coach
Massachusetts
$264K +$264K +1,088 New
BFS
718
Bradley Foster & Sargent
Connecticut
$262K -$90.6K -372 -26%
FC
719
Financial Consulate
Maryland
$260K +$260K +1,068 New
BFM
720
Boothbay Fund Management
New York
$256K +$31.6K +130 +14%
RA
721
RFG Advisory
Alabama
$255K -$10.4K -39 -4%
CIC
722
Carnegie Investment Counsel
Ohio
$254K -$70.9K -291 -22%
BP
723
Broadleaf Partners
Ohio
$253K
HCM
724
Howland Capital Management
Massachusetts
$252K
CA
725
Cornerstone Advisory
Maryland
$251K