1,017 hedge funds and large institutions have $58.1B invested in Moody's in 2023 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 347 increasing their positions, 353 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+60
Holders Change %
+6.27%
% of All Funds
16.04%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.76%
New
121
Increased
347
Reduced
353
Closed
60
Calls
$121M
Puts
$107M
Net Calls
+$14.1M
Net Calls Change
-$89.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
701
Trust Company of Vermont
Vermont
$438K
CCA
702
Checchi Capital Advisers
California
$438K +$16K +46 +4%
PHAM
703
Palisades Hudson Asset Management
Florida
$437K
MCM
704
Maple Capital Management
Vermont
$433K
DBT
705
Dubuque Bank & Trust
Iowa
$431K
MG
706
Mather Group
Illinois
$430K +$430K +1,237 New
LPT
707
Legacy Private Trust
Wisconsin
$428K -$28.5K -82 -6%
Canada Pension Plan Investment Board
708
Canada Pension Plan Investment Board
Ontario, Canada
$427K -$1.03M -2,950 -71%
SIA
709
Schechter Investment Advisors
Michigan
$424K +$43.1K +124 +11%
BWA
710
BDO Wealth Advisors
Florida
$421K +$403K +1,160 +2,275%
DADC
711
D.A. Davidson & Co
Montana
$419K +$93.2K +268 +29%
HF
712
HRT Financial
New York
$415K +$415K +1,194 New
VI
713
Versor Investments
New York
$411K +$8.35K +24 +2%
CW
714
Connectus Wealth
Ohio
$405K +$2.79K +8 +0.7%
Wolverine Trading
715
Wolverine Trading
Illinois
$400K +$400K +1,162 New
CI
716
CX Institutional
Indiana
$400K +$88.3K +254 +28%
HI
717
Horizon Investments
North Carolina
$398K +$46.9K +135 +13%
AAP
718
Arax Advisory Partners
Colorado
$397K -$4.52K -13 -1%
TCM
719
Tributary Capital Management
Nebraska
$396K -$6.95K -20 -2%
PCP
720
Proficio Capital Partners
Massachusetts
$393K -$16K -46 -4%
BFS
721
Bradley Foster & Sargent
Connecticut
$393K
AWM
722
AE Wealth Management
Kansas
$392K +$139K +399 +55%
CPW
723
Crestmont Private Wealth
Texas
$392K +$38.6K +111 +11%
DFCM
724
Dark Forest Capital Management
Puerto Rico
$391K +$391K +1,124 New
PAMG
725
Patton Albertson Miller Group
Tennessee
$385K