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 %
PA
726
PFG Advisors
Arizona
$384K -$281K -889 -42%
SIA
727
Schechter Investment Advisors
Michigan
$382K -$2.85K -9 -0.7%
SC
728
Syon Capital
California
$374K +$374K +1,184 New
Lido Advisors
729
Lido Advisors
California
$373K +$50.9K +161 +16%
FRM
730
Fox Run Management
Connecticut
$373K -$171K -540 -31%
CW
731
Connectus Wealth
Ohio
$367K -$1.59K -5 -0.4%
TPCW
732
TD Private Client Wealth
New York
$366K -$47.1K -149 -11%
SF
733
Summit Financial
New Jersey
$364K +$29.7K +94 +9%
PCP
734
Proficio Capital Partners
Massachusetts
$363K +$5.69K +18 +2%
CI
735
CX Institutional
Indiana
$361K -$2.53K -8 -0.7%
MM
736
MQS Management
New York
$356K +$356K +1,127 New
BJL
737
Brighton Jones LLC
Washington
$355K +$13.6K +43 +4%
TCOV
738
Trust Company of Vermont
Vermont
$353K -$45.5K -144 -11%
TCM
739
Tributary Capital Management
Nebraska
$353K -$7.9K -25 -2%
GCMG
740
Gyroscope Capital Management Group
Florida
$351K +$98K +310 +39%
STA
741
Summit Trail Advisors
New York
$351K +$6.96K +22 +2%
PAMG
742
Patton Albertson Miller Group
Tennessee
$350K
CSI
743
Cross Staff Investments
New York
$348K
SPA
744
Sherbrooke Park Advisers
New York
$347K +$62.9K +199 +22%
HI
745
Horizon Investments
North Carolina
$346K -$15.5K -49 -4%
SFO
746
Stokes Family Office
Louisiana
$344K +$4.43K +14 +1%
HTC
747
Haverford Trust Company
Pennsylvania
$344K +$344K +1,087 New
CSIC
748
Clifford Swan Investment Counsel
California
$341K +$316 +1 +0.1%
CA
749
Cornerstone Advisory
Maryland
$340K +$5.69K +18 +2%
MAG
750
Mayfair Advisory Group
Alabama
$338K