911 hedge funds and large institutions have $50.6B invested in Moody's in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 312 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-14
Holders Change %
-1.51%
% of All Funds
16.04%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.6%
New
84
Increased
312
Reduced
319
Closed
92
Calls
$90.8M
Puts
$107M
Net Calls
-$16.7M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
876
Financial Management Professionals
Texas
$9K
HI
877
Hudock Inc
Pennsylvania
$9K
VCM
878
Versant Capital Management
Arizona
$7K
LB
879
Legacy Bridge
Iowa
$7K
SGAM
880
Smith Group Asset Management
Texas
$7K +$840 +3 +14%
KFS
881
Kelly Financial Services
Massachusetts
$6.29K -$3.89K -13 -38%
CA
882
Crewe Advisors
Utah
$5K
PMFA
883
Plante Moran Financial Advisors
Michigan
$5K
TFO
884
Tarbox Family Office
California
$5K
IRC
885
Investors Research Corp
Georgia
$5K
PWMG
886
Prestige Wealth Management Group
New Jersey
$5K
NIC
887
Northwest Investment Counselors
Oregon
$5K +$5K +16 New
MWP
888
Meridian Wealth Partners
Pennsylvania
$5K +$5K +17 New
FI
889
FormulaFolio Investments
Michigan
$4K -$254K -825 -98%
TJHA
890
Thomas J. Herzfeld Advisors
Florida
$4K
AWA
891
Arkadios Wealth Advisors
Georgia
$3K -$61.3K -245 -95%
LWA
892
Lenox Wealth Advisors
New York
$3K -$3K -9 -50%
MLFP
893
MPS Loria Financial Planners
Illinois
$3K
PO
894
Private Ocean
California
$3K
LFG
895
Larson Financial Group
Missouri
$3K
NFG
896
Next Financial Group
Texas
$3K +$667 +2 +29%
LPARFS
897
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.09K
APC
898
Aspire Private Capital
North Carolina
$2K
CCA
899
Column Capital Advisors
Indiana
$2K
GI
900
Gradient Investments
Minnesota
$2K