1,028 hedge funds and large institutions have $53.1B invested in Moody's in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.39%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.61%
New
90
Increased
376
Reduced
345
Closed
69
Calls
$205M
Puts
$125M
Net Calls
+$79.8M
Net Calls Change
+$65.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RZH
851
Relyea Zuckerberg Hanson
Connecticut
$226K -$8.22K -26 -4%
DGAM
852
Desjardins Global Asset Management
Quebec, Canada
$225K -$226K -714 -50%
GVAG
853
Great Valley Advisor Group
Delaware
$223K +$27.8K +88 +14%
GIA
854
Gladstone Institutional Advisory
Florida
$223K -$632 -2 -0.3%
LC
855
Lindbrook Capital
California
$222K +$5.38K +17 +2%
PCG
856
Prosperity Consulting Group
Maryland
$222K +$222K +703 New
PWPS
857
Pinnacle Wealth Planning Services
Ohio
$221K -$2.21K -7 -1%
MAM
858
Magellan Asset Management
Australia
$220K
Connor, Clark & Lunn Investment Management (CC&L)
859
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218K -$14.6M -46,207 -99%
GIA
860
Guyasuta Investment Advisors
Pennsylvania
$217K
LA
861
LVW Advisors
New York
$217K +$217K +685 New
FFP
862
FourThought Financial Partners
Florida
$217K
IAIM
863
International Assets Investment Management
Florida
$215K +$21.1K +67 +11%
HF
864
HRT Financial
New York
$214K -$162K -514 -43%
GL
865
Graypoint LLC
New York
$211K +$211K +666 New
SHJ
866
Sharkey, Howes & Javer
Colorado
$211K +$211K +666 New
LHC
867
Little House Capital
Massachusetts
$209K
CWP
868
Cyndeo Wealth Partners
Florida
$208K +$632 +2 +0.3%
SWP
869
Stratos Wealth Partners
Ohio
$207K +$20.9K +66 +11%
WFI
870
West Family Investments
California
$206K
RVPG
871
Relative Value Partners Group
$206K +$206K +650 New
CCA
872
Childress Capital Advisors
Texas
$206K +$206K +650 New
SC
873
Saybrook Capital
North Carolina
$203K
PL
874
Perpetual Ltd
Australia
$201K -$25K -79 -11%
FCA
875
FinTrust Capital Advisors
South Carolina
$200K