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 %
HT
826
Headlands Technologies
Illinois
$131K +$57.2K +187 +78%
MCM
827
Manchester Capital Management
Vermont
$129K
MPWT
828
MassMutual Private Wealth & Trust
Connecticut
$128K -$8.26K -27 -6%
AAS
829
Ameritas Advisory Services
Nebraska
$121K +$121K +399 New
CFO
830
CVA Family Office
Colorado
$110K +$9.18K +30 +9%
BWM
831
BerganKDV Wealth Management
Minnesota
$109K
GBT
832
Grove Bank & Trust
Florida
$109K +$6.73K +22 +7%
CIA
833
Cascade Investment Advisors
Oregon
$107K +$107K +350 New
LS
834
Livforsakringsbolaget Skandia
Sweden
$98.4K
SSG
835
Summit Securities Group
New York
$98K -$281K -919 -74%
HI
836
Harbour Investments
Wisconsin
$96.7K -$24.2K -79 -20%
AWM
837
Atticus Wealth Management
Florida
$96.4K -$53.6K -175 -36%
QC
838
Quent Capital
New York
$94.4K -$3.67K -12 -4%
SC
839
SouthState Corp
Florida
$93.3K
SIC
840
Salem Investment Counselors
North Carolina
$92.7K
JFA
841
JNBA Financial Advisors
Minnesota
$91.8K -$7.65K -25 -8%
YAL
842
Your Advocates Ltd
Texas
$91.8K
IA
843
IFP Advisors
Florida
$89.5K -$65.8K -1,373 -42%
GCGDR
844
Geo Capital Gestora de Recursos
Brazil
$88K -$8.53K -28 -9%
BAM
845
Belpointe Asset Management
Nevada
$86.6K +$29.1K +95 +51%
PFBT
846
Parkside Financial Bank & Trust
Missouri
$85.7K -$306 -1 -0.4%
BTI
847
Blue Trust Inc
Georgia
$84K -$4.47K -16 -5%
HCP
848
Hexagon Capital Partners
Arkansas
$81.7K +$918 +3 +1%
BFEC
849
Benjamin F. Edwards & Company
Missouri
$80K
IGWM
850
ICA Group Wealth Management
Colorado
$78K -$3.67K -12 -4%