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Moody's

806 hedge funds and large institutions have $36.2B invested in Moody's in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 290 increasing their positions, 287 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
17.8%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.82%
New
93
Increased
290
Reduced
287
Closed
83
Calls
$60.5M
Puts
$83.3M
Net Calls
-$22.8M
Net Calls Change
+$4.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
776
Contravisory Investment Management
Massachusetts
$10K +$10K +46 New
GRP
777
Global Retirement Partners
California
$9K -$5.71K -26 -39%
CIAS
778
CBIZ Investment Advisory Services
Ohio
$9K
GWS
779
Glassman Wealth Services
Virginia
$8K -$400 -2 -5%
H
780
Hexavest
Quebec, Canada
$8K +$8K +37 New
SWA
781
Sutton Wealth Advisors
Florida
$7.61K +$635 +3 +9%
TFGT
782
TS Financial Group (TSFG)
Illinois
$7K +$424 +2 +6%
EIP
783
Ellis Investment Partners
Pennsylvania
$6K
HI
784
Hudock Inc
Pennsylvania
$6K
OSAM
785
O'Shaughnessy Asset Management
Connecticut
$5K -$76.5K -367 -94%
TFO
786
Tarbox Family Office
California
$5K +$1.36K +6 +38%
PWMG
787
Prestige Wealth Management Group
New Jersey
$5K +$3.1K +13 +163%
LB
788
Legacy Bridge
Iowa
$5K +$5K +25 New
SGAM
789
Smith Group Asset Management
Texas
$5K +$5K +25 New
IRC
790
Investors Research Corp
Georgia
$4K
BWA
791
BDO Wealth Advisors
Florida
$4K +$4K +20 New
EWP
792
Engrave Wealth Partners
Texas
$3K -$4.6K -23 -61%
WCM
793
Wealthcare Capital Management
Virginia
$3K -$692 -3 -19%
VCM
794
Versant Capital Management
Arizona
$3K
APC
795
Aspire Private Capital
North Carolina
$2K
IWP
796
IAG Wealth Partners
Wisconsin
$2K
AWM
797
Atticus Wealth Management
Florida
$2K +$2K +10 New
GFPC
798
Global Financial Private Capital
Florida
$2K +$2K +10 New
M
799
MOTCO
Texas
$2K +$2K +10 New
LFG
800
Larson Financial Group
Missouri
$2K +$2K +10 New