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Moody's

1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HFA
701
Harbert Fund Advisors
Alabama
$527K +$527K +1,350 New
LA
702
LVW Advisors
New York
$525K +$258K +660 +96%
FHA
703
First Horizon Advisors
Tennessee
$525K -$1.56K -4 -0.3%
GEM
704
Global Endowment Management
North Carolina
$523K +$523K +1,340 New
CIA
705
Concurrent Investment Advisors
Florida
$519K +$519K +1,330 New
CFGS
706
Concourse Financial Group Securities
Alabama
$516K -$57.4K -147 -10%
SF
707
Summit Financial
New Jersey
$512K +$62.5K +160 +14%
BBA
708
Baader Bank Aktiengesellschaft
Germany
$509K -$7.81K -20 -2%
WorldQuant Millennium Advisors
709
WorldQuant Millennium Advisors
New York
$508K -$22.7M -58,205 -98%
DP
710
DDD Partners
Washington
$504K -$49.2K -126 -9%
FNBT
711
FineMark National Bank & Trust
Florida
$496K +$4.3K +11 +0.9%
SRL
712
Scientech Research LLC
New Jersey
$492K +$492K +1,261 New
CCA
713
Checchi Capital Advisers
California
$492K +$13.3K +34 +3%
PHAM
714
Palisades Hudson Asset Management
Florida
$491K
Fayez Sarofim & Co
715
Fayez Sarofim & Co
Texas
$486K -$34.4K -85 -7%
HB
716
HTLF Bank
Colorado
$484K +$484K +1,240 New
MC
717
Maverick Capital
Texas
$482K +$482K +1,233 New
LPT
718
Legacy Private Trust
Wisconsin
$481K
WBC
719
Westpac Banking Corp
Australia
$474K -$749K -1,918 -61%
SCA
720
Snowden Capital Advisors
New York
$469K +$155K +397 +49%
SIA
721
Schechter Investment Advisors
Michigan
$469K -$3.91K -10 -0.8%
SP
722
Symmetry Partners
Connecticut
$468K -$213K -545 -31%
PEA
723
Park Edge Advisors
Ohio
$465K -$37.1K -95 -7%
PA
724
PFG Advisors
Arizona
$464K -$9.76K -25 -2%
ETC
725
Exchange Traded Concepts
Oklahoma
$459K -$67.6K -173 -13%