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 %
CW
726
Connectus Wealth
Ohio
$457K +$3.92K +10 +0.9%
CSIC
727
Clifford Swan Investment Counsel
California
$455K +$33.2K +85 +8%
CSI
728
Cross Staff Investments
New York
$454K +$24.2K +62 +6%
PCP
729
Proficio Capital Partners
Massachusetts
$448K
GSEP
730
Golden State Equity Partners
California
$443K +$93.3K +239 +27%
H
731
HoyleCohen
California
$438K +$438K +1,122 New
CI
732
CX Institutional
Indiana
$434K -$11.7K -30 -3%
PAMG
733
Patton Albertson Miller Group
Tennessee
$433K
AP
734
Advisors Preferred
Maryland
$431K -$278K -729 -39%
CA
735
Cornerstone Advisory
Maryland
$429K +$9.76K +25 +2%
TCM
736
Tributary Capital Management
Nebraska
$426K -$9.76K -25 -2%
CM
737
Capula Management
Cayman Islands
$425K +$425K +1,088 New
HTC
738
Haverford Trust Company
Pennsylvania
$425K
STA
739
Summit Trail Advisors
New York
$423K -$9.76K -25 -2%
TC
740
TownSquare Capital
Utah
$422K -$453K -1,161 -52%
RA
741
RFG Advisory
Alabama
$421K +$16.4K +42 +4%
AWA
742
Aaron Wealth Advisors
Illinois
$419K +$12.9K +33 +3%
SWA
743
Stratos Wealth Advisors
Ohio
$418K +$21.9K +56 +6%
BFS
744
Bradley Foster & Sargent
Connecticut
$417K -$24.2K -62 -5%
SF
745
Synovus Financial
Georgia
$412K
HCM
746
Howland Capital Management
Massachusetts
$411K +$3.91K +10 +1%
EP
747
Edgestream Partners
New Jersey
$409K -$3.6M -9,211 -90%
CIC
748
Carnegie Investment Counsel
Ohio
$408K
BIG
749
Brooklyn Investment Group
New York
$407K +$407K +1,042 New
BJL
750
Brighton Jones LLC
Washington
$406K -$32K -82 -7%