1,028 hedge funds and large institutions have $53.1B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.39%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.61%
New
90
Increased
376
Reduced
345
Closed
69
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
701
Blue Trust Inc
Georgia
$440K +$12.5K +36 +3%
QCG
702
Quadrant Capital Group
Ohio
$439K +$32.6K +103 +8%
BFM
703
Boothbay Fund Management
New York
$437K -$10.2M -32,226 -96%
CCIA
704
Campbell & Co Investment Adviser
Maryland
$437K +$437K +1,382 New
FHA
705
Flagship Harbor Advisors
Massachusetts
$430K +$161K +510 +60%
ETC
706
Exchange Traded Concepts
Oklahoma
$427K -$244K -773 -36%
Simplex Trading
707
Simplex Trading
Illinois
$426K -$1.01M -3,195 -70%
LNC
708
Lincoln National Corp
Pennsylvania
$426K +$23.1K +73 +6%
FHA
709
First Horizon Advisors
Tennessee
$426K -$16.1K -51 -4%
BA
710
Ballast Advisors
Minnesota
$424K +$424K +1,340 New
MWM
711
Mission Wealth Management
California
$423K -$239K -755 -36%
BBA
712
Baader Bank Aktiengesellschaft
Germany
$418K -$73.5K -233 -15%
APM
713
Advanced Portfolio Management
New York
$415K +$415K +1,313 New
T. Rowe Price Investment Management
714
T. Rowe Price Investment Management
Maryland
$415K +$415K +1,312 New
PEA
715
Park Edge Advisors
Ohio
$406K
Fayez Sarofim & Co
716
Fayez Sarofim & Co
Texas
$406K
MFGM
717
Marshall Financial Group (Maryland)
Maryland
$405K -$4.74K -15 -1%
PIM
718
Penobscot Investment Management
Massachusetts
$400K
FNBT
719
FineMark National Bank & Trust
Florida
$398K -$16.4K -52 -4%
PHAM
720
Palisades Hudson Asset Management
Florida
$398K
AWM
721
AE Wealth Management
Kansas
$395K +$38.6K +122 +11%
BFS
722
Bradley Foster & Sargent
Connecticut
$393K
DBT
723
Dubuque Bank & Trust
Iowa
$392K
LPT
724
Legacy Private Trust
Wisconsin
$390K
CCA
725
Checchi Capital Advisers
California
$388K -$11.1K -35 -3%