957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
801
Lindbrook Capital
California
$207K +$69.5K +227 +50%
GA
802
Geller Advisors
New York
$206K +$206K +672 New
BSW
803
Buckingham Strategic Wealth
Missouri
$203K
PP
804
PDS Planning
Ohio
$202K +$202K +661 New
LHC
805
Little House Capital
Massachusetts
$202K +$202K +661 New
IWC
806
Integrated Wealth Concepts
Massachusetts
$201K +$201K +656 New
MAM
807
Magellan Asset Management
Australia
$196K -$9.49K -31 -5%
SSB
808
Sandy Spring Bank
Maryland
$194K -$29.1K -95 -13%
PI
809
PineBridge Investments
New York
$194K +$149K +487 +334%
TLCM
810
Twin Lakes Capital Management
California
$189K
ETH
811
Exos TFP Holdings
New York
$188K +$137K +448 +270%
MIM
812
Meridiem Investment Management
United Kingdom
$183K -$122K -400 -40%
HFM
813
Harvest Fund Management
China
$182K -$190K -622 -51%
JEST
814
JTC Employer Solutions Trustee
Jersey
$177K
FCA
815
FinTrust Capital Advisors
South Carolina
$177K
CAM
816
Close Asset Management
United Kingdom
$168K +$15.3K +50 +10%
ICM
817
Islay Capital Management
Texas
$166K -$407K -1,329 -71%
WEG
818
World Equity Group
Illinois
$158K +$158K +22,679 New
AA
819
Alta Advisers
United Kingdom
$153K
CYG
820
Clean Yield Group
Vermont
$153K +$150K +490 +4,900%
TWA
821
TCI Wealth Advisors
Arizona
$149K
AF
822
Allworth Financial
California
$148K +$11.3K +37 +8%
AP
823
Arlington Partners
Alabama
$144K +$73.4K +240 +104%
MME
824
Meag Munich Ergo
Germany
$142K -$687K -2,244 -83%
FFA
825
Farther Finance Advisors
California
$141K -$1.53K -5 -1%