911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Shares
Change %
YWP
726
YorkBridge Wealth Partners
New York
$234K
BHIA
727
Birch Hill Investment Advisors
Massachusetts
$230K
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$230K +$10.2K +34 +5%
CFGS
729
Concourse Financial Group Securities
Alabama
$230K +$74.4K +249 +48%
VFA
730
Valeo Financial Advisors
Indiana
$229K +$895 +3 +0.4%
UR
731
USCA RIA
Texas
$228K
LNC
732
Lincoln National Corp
Pennsylvania
$227K
WJWM
733
Williams Jones Wealth Management
New York
$226K
FF
734
FourThought Financial
Florida
$226K
CFO
735
Collective Family Office
Pennsylvania
$225K
FHC
736
First Horizon Corporation
Tennessee
$225K +$3.28K +11 +1%
S
737
Seeyond
France
$221K
RIA
738
Realta Investment Advisors
Delaware
$221K
WS
739
Wedbush Securities
California
$221K +$221K +739 New
APA
740
American Portfolios Advisors
New York
$219K +$5.38K +18 +3%
ABC
741
Associated Banc-Corp
Wisconsin
$216K +$22.2K +105 +11%
IC
742
Intersect Capital
California
$215K -$5.97K -20 -3%
IHL
743
Investment House LLC
California
$215K
BTWM
744
Baker Tilly Wealth Management
Wisconsin
$215K +$215K +719 New
FAT
745
First American Trust
California
$214K -$122K -407 -36%
MAG
746
Mayfair Advisory Group
Alabama
$214K
AC
747
Abbrea Capital
California
$214K +$214K +716 New
CIC
748
Carnegie Investment Counsel
Ohio
$212K
HR
749
Howe & Rusling
New York
$211K
Two Sigma Advisers
750
Two Sigma Advisers
New York
$209K -$4.48M -15,000 -96%