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 %
CAM
801
Cozad Asset Management
Illinois
$305K
WP
802
WealthSource Partners
California
$303K -$106K -271 -26%
QCG
803
Quadrant Capital Group
Ohio
$303K +$54.2K +139 +22%
BHIA
804
Birch Hill Investment Advisors
Massachusetts
$301K
LFM
805
LGT Fund Management
Liechtenstein
$301K +$301K +770 New
CWM
806
Calamos Wealth Management
Illinois
$300K +$16.4K +42 +6%
BHWM
807
Bar Harbor Wealth Management
New Hampshire
$299K -$39.1K -100 -12%
SB
808
Simmons Bank
Arkansas
$298K -$19.5K -50 -6%
LNC
809
Lincoln National Corp
Pennsylvania
$297K +$391 +1 +0.1%
FF
810
FourThought Financial
Florida
$296K -$1.17K -3 -0.4%
WJWM
811
Williams Jones Wealth Management
New York
$296K
TSS
812
Two Sigma Securities
New York
$289K +$289K +740 New
CA
813
Carson Advisory
Georgia
$289K +$289K +740 New
Simplex Trading
814
Simplex Trading
Illinois
$287K -$214K -548 -43%
TAM
815
Tocqueville Asset Management
New York
$285K -$39K -100 -12%
FPCP
816
Fort Point Capital Partners
California
$285K
IHL
817
Investment House LLC
California
$281K
FAT
818
First American Trust
California
$279K +$1.17K +3 +0.4%
WFI
819
West Family Investments
California
$273K -$1.96K -5 -0.7%
ER
820
Enlightenment Research
Florida
$273K +$273K +700 New
WKSWA
821
White Knight Strategic Wealth Advisors
New Jersey
$273K +$273K +700 New
MAM
822
McLean Asset Management
Virginia
$271K +$2.61K +7 +1%
SOW
823
State of Wyoming
Wyoming
$270K +$135K +347 +101%
SMA
824
Sage Mountain Advisors
Georgia
$269K
GIA
825
Guyasuta Investment Advisors
Pennsylvania
$268K