1,017 hedge funds and large institutions have $58.1B invested in Moody's in 2023 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 347 increasing their positions, 353 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+60
Holders Change %
+6.27%
% of All Funds
16.04%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.76%
New
121
Increased
347
Reduced
353
Closed
60
Calls
$121M
Puts
$107M
Net Calls
+$14.1M
Net Calls Change
-$89.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
851
Howe & Rusling
New York
$216K +$216K +621 New
TLCM
852
Twin Lakes Capital Management
California
$215K
EE
853
EWG Elevate
California
$215K +$215K +619 New
GVAG
854
Great Valley Advisor Group
Delaware
$215K +$215K +617 New
ATPW
855
Ashton Thomas Private Wealth
Arizona
$215K +$215K +617 New
IAIM
856
International Assets Investment Management
Florida
$215K +$215K +617 New
KJHP
857
K.J. Harrison & Partners
Ontario, Canada
$214K -$693K -2,000 -76%
HWA
858
HCR Wealth Advisors
California
$213K -$34.8K -100 -14%
QT
859
Quantamental Technologies
New York
$212K +$212K +610 New
TCBWMS
860
Texas Capital Bank Wealth Management Services
Texas
$210K -$62.2K -179 -23%
WAP
861
Wealthcare Advisory Partners
Pennsylvania
$209K +$209K +601 New
RWS
862
Resolute Wealth Strategies
Mississippi
$209K +$209K +600 New
ECM
863
EagleClaw Capital Management
Massachusetts
$209K +$209K +600 New
MCM
864
Monarch Capital Management
Indiana
$209K +$209K +600 New
PFA
865
Pathway Financial Advisors
Vermont
$209K +$209K +600 New
BHBT
866
Burke & Herbert Bank & Trust
Virginia
$209K +$209K +600 New
CA
867
Cullinan Associates
Kentucky
$209K +$209K +600 New
FNBTCON
868
First National Bank & Trust Co of Newtown
Pennsylvania
$209K +$209K +600 New
ANTB
869
AMG National Trust Bank
Colorado
$208K +$208K +597 New
FFM
870
Forum Financial Management
Illinois
$207K +$207K +596 New
GIA
871
Gateway Investment Advisers
Ohio
$204K +$204K +588 New
SWP
872
Stratos Wealth Partners
Ohio
$204K +$204K +587 New
JEST
873
JTC Employer Solutions Trustee
Jersey
$201K
MIM
874
Meridiem Investment Management
United Kingdom
$191K -$17.4K -50 -8%
ICM
875
Islay Capital Management
Texas
$188K