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 %
BP
751
Broadleaf Partners
Ohio
$406K
PA
752
Procyon Advisors
Connecticut
$405K -$7.81K -20 -2%
AAS
753
Avantax Advisory Services
Texas
$405K +$12.1K +31 +3%
PIM
754
Penobscot Investment Management
Massachusetts
$404K -$89.8K -230 -18%
MAG
755
Mayfair Advisory Group
Alabama
$401K
MGIA
756
Moneta Group Investment Advisors
Missouri
$398K -$10.9K -28 -3%
TI
757
Trexquant Investment
Connecticut
$396K -$15.7M -40,312 -98%
CC
758
Cipher Capital
New York
$393K +$93.7K +240 +31%
BFIM
759
Beese Fulmer Investment Management
Ohio
$393K +$1.95K +5 +0.5%
TPWA
760
Twin Peaks Wealth Advisors
California
$393K +$393K +1,005 New
CT
761
Clearstead Trust
Maine
$390K +$360K +921 +1,181%
RFA
762
Resurgent Financial Advisors
Georgia
$390K +$19.5K +50 +5%
RIA
763
Realta Investment Advisors
Delaware
$389K +$12.1K +31 +3%
NB
764
NBT Bank
New York
$383K +$3.12K +8 +0.8%
PP
765
PDS Planning
Ohio
$382K -$14.1K -36 -4%
HCM
766
Hutner Capital Management
Vermont
$378K -$5.86K -15 -2%
SC
767
Shearwater Capital
Colorado
$377K
OCBCO
768
Oversea-Chinese Banking Corp (OCBC)
Singapore
$372K +$372K +953 New
BWP
769
Balboa Wealth Partners
Arizona
$371K -$4.3K -11 -1%
BBI
770
Baxter Bros Inc
Connecticut
$371K
IPW
771
Invictus Private Wealth
Colorado
$369K -$7.03K -18 -2%
PI
772
Pettee Investors
Connecticut
$369K
LC
773
Lindbrook Capital
California
$369K +$94.9K +243 +35%
BCM
774
Boltwood Capital Management
California
$365K -$15.6K -40 -4%
AOI
775
Auto-Owners Insurance
Michigan
$364K