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 %
RIA
751
Realta Investment Advisors
Delaware
$336K
PA
752
Procyon Advisors
Connecticut
$335K +$335K +1,058 New
SF
753
Synovus Financial
Georgia
$334K +$59.8K +189 +22%
PTC
754
Petrus Trust Company
Texas
$333K +$333K +1,052 New
MGIA
755
Moneta Group Investment Advisors
Missouri
$331K +$7.59K +24 +2%
CIC
756
Carnegie Investment Counsel
Ohio
$330K
HCM
757
Howland Capital Management
Massachusetts
$330K
BP
758
Broadleaf Partners
Ohio
$329K
AWA
759
Aaron Wealth Advisors
Illinois
$329K +$949 +3 +0.3%
RA
760
RFG Advisory
Alabama
$328K -$632 -2 -0.2%
PCIG
761
Partners Capital Investment Group
Massachusetts
$322K +$101K +321 +46%
PP
762
PDS Planning
Ohio
$321K +$10.4K +33 +3%
SWA
763
Stratos Wealth Advisors
Ohio
$320K -$1.9K -6 -0.6%
SCM
764
Shelton Capital Management
Colorado
$320K
AAS
765
Avantax Advisory Services
Texas
$318K +$12K +38 +4%
ITFISA
766
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$316K
BFIM
767
Beese Fulmer Investment Management
Ohio
$316K
KCM
768
Kanawha Capital Management
Virginia
$316K
HCM
769
Hutner Capital Management
Vermont
$311K
Point72 Asset Management
770
Point72 Asset Management
Connecticut
$311K -$15.6M -49,192 -98%
BCM
771
Boltwood Capital Management
California
$308K -$12.6K -40 -4%
NB
772
NBT Bank
New York
$308K +$308K +973 New
SC
773
Shearwater Capital
Colorado
$305K
IPW
774
Invictus Private Wealth
Colorado
$305K -$316 -1 -0.1%
EAM
775
Empirical Asset Management
Massachusetts
$305K +$305K +964 New