911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
801
Salem Investment Counselors
North Carolina
$90K
LC
802
Lindbrook Capital
California
$89K -$893 -3 -1%
TPCW
803
TD Private Client Wealth
New York
$88.4K -$11K -37 -11%
EP
804
Eudaimonia Partners
Tennessee
$88K -$46.8K -157 -35%
TWA
805
TCI Wealth Advisors
Arizona
$86K +$2.08K +7 +2%
HCP
806
Hexagon Capital Partners
Arkansas
$83K -$299 -1 -0.4%
RMC
807
Resources Management Corp
Connecticut
$79K
CFFP
808
Center for Financial Planning
Michigan
$75K
BBHC
809
Brown Brothers Harriman & Co
New York
$74.5K +$74K +247,734 +13,427%
IAIM
810
International Assets Investment Management
Florida
$74K
PA
811
Perennial Advisors
New York
$73K -$14.9K -50 -17%
TFM
812
TFC Financial Management
Massachusetts
$73K
PCH
813
PGIM Custom Harvest
New Jersey
$72K
NSIM
814
North Star Investment Management
Illinois
$72K
CWC
815
Carolinas Wealth Consulting
North Carolina
$69K +$8.07K +27 +13%
HFM
816
Harvest Fund Management
China
$68K -$197K -668 -74%
SFS
817
Sowell Financial Services
Arkansas
$68K -$2.99K -9 -4%
WAM
818
Wolverine Asset Management
Illinois
$68K +$59.6K +200 +714%
NR
819
Newfound Research
Massachusetts
$67K +$5.34K +18 +9%
HIA
820
Harbor Investment Advisory
Maryland
$61K
BFEC
821
Benjamin F. Edwards & Company
Missouri
$60K
HCM
822
Hilton Capital Management
New York
$60K +$60K +200 New
BFC
823
Bedel Financial Consulting
Indiana
$60K +$60K +200 New
CFO
824
CVA Family Office
Colorado
$60K +$60K +200 New
MRCM
825
M&R Capital Management
New Jersey
$59K