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 %
MF
751
Magnetar Financial
Illinois
$209K -$16.1K -54 -7%
WFWM
752
Wechter Feldman Wealth Management
New Jersey
$208K -$107K -357 -34%
CWM
753
Calamos Wealth Management
Illinois
$208K +$1.19K +4 +0.6%
AC
754
Apogem Capital
New York
$207K -$26.6K -89 -11%
SB
755
Simmons Bank
Arkansas
$207K +$207K +694 New
GIA
756
Guyasuta Investment Advisors
Pennsylvania
$205K -$56.5K -189 -22%
HIP
757
HUB Investment Partners
Texas
$205K +$205K +688 New
VCA
758
Verdence Capital Advisors
Maryland
$204K -$14.9K -50 -7%
GWM
759
Gitterman Wealth Management
New Jersey
$204K +$204K +684 New
PWPS
760
Pinnacle Wealth Planning Services
Ohio
$203K +$19.4K +65 +11%
PI
761
Putnam Investments
Massachusetts
$202K -$6.73M -22,577 -97%
AWM
762
Affinity Wealth Management
Delaware
$202K +$202K +621 New
CSIC
763
Clifford Swan Investment Counsel
California
$201K +$201K +674 New
SFSIG
764
San Francisco Sentry Investment Group
California
$198K
APP
765
Alpha Paradigm Partners
Illinois
$196K -$169K -566 -46%
SWM
766
Spire Wealth Management
Virginia
$193K +$193K +639 New
Bank Julius Baer & Co
767
Bank Julius Baer & Co
Switzerland
$190K -$63.7K -213 -25%
FCA
768
FinTrust Capital Advisors
South Carolina
$189K
ECM
769
Estabrook Capital Management
New York
$179K
RTC
770
Riverview Trust Company
Washington
$178K
HI
771
Harbour Investments
Wisconsin
$175K +$175K +587 New
QCG
772
Quadrant Capital Group
Ohio
$170K +$16.7K +56 +11%
ETC
773
Exchange Traded Concepts
Oklahoma
$162K +$74.9K +251 +86%
FPS
774
Fieldpoint Private Securities
Connecticut
$157K -$6.88K -23 -4%
KFP
775
KB Financial Partners
New Jersey
$144K +$144K +483 New