957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
751
Carmichael Hill & Associates
Maryland
$257K
NP
752
NorthRock Partners
Minnesota
$255K -$70.3K -230 -22%
ANBT
753
American National Bank & Trust
Texas
$255K
SF
754
Summit Financial
New Jersey
$254K -$6.73K -22 -3%
PCM
755
Penserra Capital Management
California
$254K
MA
756
Mutual Advisors
Nebraska
$254K -$11.9K -39 -4%
AG
757
Ascent Group
Virginia
$253K +$2.75K +9 +1%
AC
758
Allstate Corporation
Illinois
$253K -$1.48M -4,832 -85%
BB
759
Busey Bank
Illinois
$252K
WSTAM
760
Wilbanks Smith & Thomas Asset Management
Virginia
$251K -$22.3K -73 -8%
BWP
761
Baldwin Wealth Partners
Massachusetts
$249K
FPCP
762
Fort Point Capital Partners
California
$248K
TIMH
763
Tilt Investment Management Holdings
New York
$246K +$31.4K +107 +15%
PA
764
Pinnacle Associates
New York
$245K +$245K +801 New
AP
765
Atwood & Palmer
Missouri
$245K
6F
766
626 Financial
Michigan
$245K
WIC
767
Woodmont Investment Counsel
Tennessee
$245K
CAL
768
Capital Advisors Ltd
Ohio
$244K -$3.68K -12 -1%
FFA
769
First Foundation Advisors
California
$243K -$20.5K -67 -8%
GWM
770
GSB Wealth Management
Connecticut
$241K
FAM
771
Fenimore Asset Management
New York
$241K
TCBWMS
772
Texas Capital Bank Wealth Management Services
Texas
$240K -$9.18K -30 -4%
CP
773
Castleview Partners
Texas
$240K +$1.53K +5 +0.6%
BBP
774
Banco BTG Pactual
Brazil
$239K +$239K +800 New
OIA
775
OneDigital Investment Advisors
Kansas
$238K +$238K +779 New