1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
801
Western Wealth Management
Colorado
$340K +$5.07K +13 +2%
TPCW
802
TD Private Client Wealth
New York
$338K -$114K -291 -25%
RAM
803
Roanoke Asset Management
New Jersey
$338K
RZH
804
Relyea Zuckerberg Hanson
Connecticut
$337K +$57.8K +148 +21%
TFA
805
Transamerica Financial Advisors
Florida
$335K +$300K +767 +852%
GVAG
806
Great Valley Advisor Group
Delaware
$335K +$59.4K +152 +22%
BSW
807
Buckingham Strategic Wealth
Missouri
$334K +$25K +64 +8%
4WM
808
4J Wealth Management
Virginia
$334K
LFA
809
Legacy Financial Advisors
Kentucky
$328K +$16.4K +42 +5%
ACA
810
Aptus Capital Advisors
Alabama
$328K +$13.7K +35 +4%
CHA
811
Carmichael Hill & Associates
Maryland
$328K
IWC
812
Integrated Wealth Concepts
Massachusetts
$327K -$25K -64 -7%
NCFG
813
New Century Financial Group
New Jersey
$326K +$326K +834 New
ANBT
814
American National Bank & Trust
Texas
$323K -$15.2K -39 -5%
SIM
815
Sentry Investment Management
Wisconsin
$322K -$34.7K -89 -10%
SB
816
Simmons Bank
Arkansas
$322K -$3.91K -10 -1%
FMLI
817
Fukoku Mutual Life Insurance
Japan
$320K
WSTAM
818
Wilbanks Smith & Thomas Asset Management
Virginia
$320K
AAIS
819
ABN AMRO Investment Solutions
$318K -$36.7K -94 -10%
BWP
820
Baldwin Wealth Partners
Massachusetts
$318K
WIC
821
Woodmont Investment Counsel
Tennessee
$314K +$1.95K +5 +0.6%
BBP
822
Banco BTG Pactual
Brazil
$313K
AP
823
Atwood & Palmer
Missouri
$312K
GLA
824
Great Lakes Advisors
Illinois
$312K +$312K +799 New
I
825
InceptionR
California
$312K +$312K +798 New