925 hedge funds and large institutions have $49.6B invested in Moody's in 2020 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 317 increasing their positions, 305 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+47
Holders Change %
+5.35%
% of All Funds
16.41%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
123
Increased
317
Reduced
305
Closed
68
Calls
$84.1M
Puts
$80.1M
Net Calls
+$4.06M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
751
EPG Wealth Management
Georgia
$222K +$222K +765 New
UR
752
USCA RIA
Texas
$221K +$221K +762 New
WJWM
753
Williams Jones Wealth Management
New York
$220K
LNC
754
Lincoln National Corp
Pennsylvania
$220K +$290 +1 +0.1%
FF
755
FourThought Financial
Florida
$220K +$220K +760 New
MF
756
Magnetar Financial
Illinois
$219K -$22.1K -76 -9%
CFO
757
Collective Family Office
Pennsylvania
$219K +$219K +754 New
FHC
758
First Horizon Corporation
Tennessee
$215K -$4.62K -16 -2%
S
759
Seeyond
France
$215K -$1.45K -5 -0.7%
RIA
760
Realta Investment Advisors
Delaware
$215K +$4.95K +17 +2%
IC
761
Intersect Capital
California
$215K +$215K +740 New
KPWS
762
Kestra Private Wealth Services
Texas
$214K +$214K +749 New
VCA
763
Verdence Capital Advisors
Maryland
$213K
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$213K +$69K +238 +48%
WA
765
WESPAC Advisors
California
$210K +$210K +723 New
IHL
766
Investment House LLC
California
$209K
APA
767
American Portfolios Advisors
New York
$208K -$3.78K -13 -2%
CIC
768
Carnegie Investment Counsel
Ohio
$206K +$206K +711 New
HR
769
Howe & Rusling
New York
$205K -$229K -790 -53%
MAM
770
McLean Asset Management
Virginia
$204K +$204K +702 New
MAG
771
Mayfair Advisory Group
Alabama
$203K +$203K +700 New
CWM
772
Calamos Wealth Management
Illinois
$201K
AAM
773
Advisors Asset Management
Colorado
$197K -$165K -567 -46%
SFSIG
774
San Francisco Sentry Investment Group
California
$192K
FCA
775
FinTrust Capital Advisors
South Carolina
$184K