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 %
RCM
901
Raleigh Capital Management
North Carolina
$18.2K +$7.08K +23 +64%
WAS
902
Wesleyan Assurance Society
United Kingdom
$18K
HFS
903
Hantz Financial Services
Michigan
$17K
FMP
904
Financial Management Professionals
Texas
$17K +$298 +1 +2%
BWA
905
BDO Wealth Advisors
Florida
$15.6K
QL
906
Quarry LP
New York
$14.7K +$7.96K +26 +118%
ADL
907
Asset Dedication LLC
California
$14K
RTC
908
Riverview Trust Company
Washington
$13.8K -$183K -597 -93%
OC
909
Oakworth Capital
Alabama
$13.8K
GWSG
910
GPS Wealth Strategies Group
Colorado
$12.3K +$12.3K +40 New
SWA
911
Sutton Wealth Advisors
Florida
$11.9K
LCM
912
Logan Capital Management
Pennsylvania
$10.4K
LFG
913
Larson Financial Group
Missouri
$10.3K +$1.21K +4 +13%
SWA
914
SOA Wealth Advisors
New York
$9.79K
VWM
915
Venturi Wealth Management
Texas
$9.49K +$9.49K +31 New
VCM
916
Vigilant Capital Management
Maine
$9K -$2.57K -8 -22%
TWM
917
Tradition Wealth Management
Minnesota
$9K +$9K +28 New
MFT
918
Moisand Fitzgerald Tamayo
Florida
$8.57K
SC
919
Schubert & Co
Texas
$7.96K +$1.22K +4 +18%
EBA
920
Eagle Bay Advisors
New York
$7.65K -$3.98K -13 -34%
LB
921
Legacy Bridge
Iowa
$7.65K
VCM
922
Versant Capital Management
Arizona
$7.64K
AWM
923
Abound Wealth Management
Tennessee
$7.35K
FCA
924
Fortis Capital Advisors
Kansas
$7.34K
BA
925
Bellwether Advisors
Nebraska
$7.04K