1,013 hedge funds and large institutions have $57B invested in Moody's in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 382 increasing their positions, 347 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-35
Holders Change %
-3.34%
% of All Funds
16.03%
Holding in Top 10
34
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.05%
% of All Funds
0.54%
New
80
Increased
382
Reduced
347
Closed
107
Calls
$77.8M
Puts
$121M
Net Calls
-$43.5M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
801
Cozad Asset Management
Illinois
$263K
LNC
802
Lincoln National Corp
Pennsylvania
$263K +$6.74K +20 +3%
QCG
803
Quadrant Capital Group
Ohio
$262K
LFM
804
LGT Fund Management
Liechtenstein
$262K
BHIA
805
Birch Hill Investment Advisors
Massachusetts
$260K
AWS
806
Atria Wealth Solutions
New York
$260K +$260K +772 New
GIA
807
Gateway Investment Advisers
Ohio
$259K -$58.8K -174 -18%
BHWM
808
Bar Harbor Wealth Management
New Hampshire
$258K
WP
809
WealthSource Partners
California
$257K -$5.41K -16 -2%
SB
810
Simmons Bank
Arkansas
$257K -$1.01K -3 -0.4%
AFS
811
Axiom Financial Strategies
Indiana
$255K
FF
812
FourThought Financial
Florida
$255K
KLCM
813
KG&L Capital Management
Louisiana
$253K -$86.4K -256 -25%
AC
814
Avenir Corporation
Virginia
$253K -$45.9K -136 -15%
SWP
815
Strategic Wealth Partners
Ohio
$253K +$253K +749 New
DMBA
816
Deseret Mutual Benefit Administrators
Utah
$251K -$105K -311 -30%
SHGA
817
Sand Hill Global Advisors
California
$251K -$19.9K -59 -7%
CA
818
Carson Advisory
Georgia
$250K
MAM
819
McLean Asset Management
Virginia
$249K +$4.05K +12 +2%
FPCP
820
Fort Point Capital Partners
California
$246K
AAS
821
Avantax Advisory Services
Texas
$244K +$22.8K +69 +10%
IHL
822
Investment House LLC
California
$243K
GA
823
Geller Advisors
New York
$243K +$22.6K +67 +10%
HPWM
824
Highland Private Wealth Management
Washington
$241K +$15.5K +46 +7%
BCM
825
Brookstone Capital Management
Illinois
$241K +$48.5K +145 +25%