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Moody's

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 %
BWP
776
Balboa Wealth Partners
Arizona
$303K +$39.8K +126 +15%
RFA
777
Resurgent Financial Advisors
Georgia
$300K -$18.7K -59 -6%
BBI
778
Baxter Bros Inc
Connecticut
$300K
PI
779
Pettee Investors
Connecticut
$299K
MIM
780
Morningstar Investment Management
Illinois
$299K
AOI
781
Auto-Owners Insurance
Michigan
$295K
RHJA
782
Rice Hall James & Associates
California
$293K
HFM
783
Harvest Fund Management
China
$293K
FCP
784
Fidelis Capital Partners
Florida
$292K +$16.1K +51 +6%
CP
785
Castleview Partners
Texas
$290K +$14.9K +47 +5%
SIM
786
Sentry Investment Management
Wisconsin
$289K -$58.8K -186 -17%
BAM
787
Blueshift Asset Management
New Jersey
$289K +$289K +914 New
AAIS
788
ABN AMRO Investment Solutions
$287K +$52.2K +165 +22%
NRD
789
Nebula Research & Development
New York
$287K +$287K +908 New
CPW
790
Crestmont Private Wealth
Texas
$286K -$70.2K -222 -20%
IWC
791
Integrated Wealth Concepts
Massachusetts
$285K -$13.9K -44 -5%
ILI
792
Invesco LLC (Illinois)
Illinois
$284K -$1.9K -6 -0.7%
FPCP
793
Fort Point Capital Partners
California
$284K +$11.1K +35 +4%
HT
794
Headlands Technologies
Illinois
$283K +$150K +473 +112%
KSWA
795
Kathleen S. Wright Associates
Pennsylvania
$283K +$157K +500 +125%
GSEP
796
Golden State Equity Partners
California
$283K +$56.3K +178 +25%
AC
797
Abbrea Capital
California
$278K
APG
798
Abacus Planning Group
South Carolina
$277K
Loomis, Sayles & Company
799
Loomis, Sayles & Company
Massachusetts
$275K +$231K +731 +522%
RAM
800
Roanoke Asset Management
New Jersey
$274K