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Moody's

1,048 hedge funds and large institutions have $65.7B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 386 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+85
Holders Change %
+8.83%
% of All Funds
16.19%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
158
Increased
386
Reduced
297
Closed
59
Calls
$74.1M
Puts
$139M
Net Calls
-$64.6M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
776
Doyle Wealth Management
Florida
$335K -$19.5K -50 -6%
P
777
Pitcairn
Pennsylvania
$334K -$14.5K -37 -4%
SF
778
Synovus Financial
Georgia
$332K -$1.56K -4 -0.5%
ZB
779
Zions Bancorporation
Utah
$332K -$781 -2 -0.2%
BFS
780
Bradley Foster & Sargent
Connecticut
$331K -$12.5K -32 -4%
CHA
781
Carmichael Hill & Associates
Maryland
$328K
GIA
782
Gladstone Institutional Advisory
Florida
$327K -$39.4K -101 -11%
LAS
783
LWM Advisory Services
Florida
$327K +$327K +837 New
FAM
784
Fulcrum Asset Management
United Kingdom
$325K -$325K
SF
785
Summit Financial
New Jersey
$324K +$10.5K +27 +3%
BWP
786
Baldwin Wealth Partners
Massachusetts
$318K
NFG
787
Nations Financial Group
Iowa
$314K -$8.21K -21 -3%
CAM
788
Cypress Asset Management
Texas
$314K -$1.95K -5 -0.6%
SHGA
789
Sand Hill Global Advisors
California
$314K +$27K +69 +9%
MCS
790
Metatron Capital SICAV
Malta
$312K +$312K +800 New
WIC
791
Woodmont Investment Counsel
Tennessee
$312K
BTWM
792
Baker Tilly Wealth Management
Wisconsin
$312K +$35.5K +91 +13%
6F
793
626 Financial
Michigan
$312K +$312K +800 New
FFM
794
Forum Financial Management
Illinois
$312K +$312K +800 New
RIA
795
Realta Investment Advisors
Delaware
$311K +$8.6K +22 +3%
IC
796
Intersect Capital
California
$309K +$9.78K +25 +3%
CFO
797
Collective Family Office
Pennsylvania
$309K +$14.1K +36 +5%
PWPS
798
Pinnacle Wealth Planning Services
Ohio
$309K +$27.7K +71 +10%
GWM
799
GSB Wealth Management
Connecticut
$308K +$308K +788 New
YWP
800
YorkBridge Wealth Partners
New York
$306K