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 %
KTC
851
Kistler-Tiffany Companies
Pennsylvania
$76.5K
NSIM
852
North Star Investment Management
Illinois
$74.7K
GWS
853
Glassman Wealth Services
Virginia
$74.1K +$14.4K +47 +24%
AT
854
Avalon Trust
New Mexico
$73.8K +$73.8K +241 New
SIA
855
SkyView Investment Advisors
New Jersey
$73K +$2.43K +8 +3%
SIS
856
Sound Income Strategies
Florida
$71K
TFM
857
TFC Financial Management
Massachusetts
$70.7K -$66.1K -216 -48%
CMP
858
Coston McIsaac & Partners
Maine
$70K
PTC
859
Private Trust Company
Ohio
$65.2K +$1.22K +4 +2%
KFP
860
KB Financial Partners
New Jersey
$63K -$12.8K -42 -17%
MRCM
861
M&R Capital Management
New Jersey
$61.2K
EDRH
862
Edmond de Rothschild Holding
Switzerland
$61.2K
DMBA
863
Deseret Mutual Benefit Administrators
Utah
$61.2K
MLA
864
MB, Levis & Associates
Pennsylvania
$61.2K
GRP
865
Global Retirement Partners
California
$58.8K +$18.6K +62 +46%
EWA
866
EverSource Wealth Advisors
Alabama
$56.3K -$95.2K -311 -63%
JGIA
867
Jackson Grant Investment Advisers
Connecticut
$55.7K +$3.98K +13 +8%
SWM
868
Spire Wealth Management
Virginia
$53.6K -$12.5K -41 -19%
CWC
869
Carolinas Wealth Consulting
North Carolina
$53.1K -$7.33K -24 -12%
Loomis, Sayles & Company
870
Loomis, Sayles & Company
Massachusetts
$53K +$21.8K +71 +70%
CSPAM
871
Cary Street Partners Asset Management
Virginia
$52K -$6.73K -22 -11%
SIM
872
Studio Investment Management
Illinois
$50.2K -$304K -994 -86%
MIA
873
Milestone Investment Advisors
Wisconsin
$49.9K +$49.9K +163 New
CFFP
874
Center for Financial Planning
Michigan
$48.4K -$12.5K -41 -21%
SCM
875
Silvant Capital Management
Georgia
$48K