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 %
NA
901
NewEdge Advisors
Louisiana
$90.6K -$827K -2,619 -90%
MPWT
902
MassMutual Private Wealth & Trust
Connecticut
$87.9K -$67.3K -213 -43%
SSB
903
Sandy Spring Bank
Maryland
$84.9K -$71.6K -226 -46%
RMC
904
Resources Management Corp
Connecticut
$84K
AWM
905
Atticus Wealth Management
Florida
$83.8K
BFEC
906
Benjamin F. Edwards & Company
Missouri
$83K
SOW
907
State of Wyoming
Wyoming
$81.6K +$81.6K +258 New
HCP
908
Hexagon Capital Partners
Arkansas
$80.9K
MIM
909
Meridiem Investment Management
United Kingdom
$79.1K -$94.9K -300 -55%
CAM
910
Close Asset Management
United Kingdom
$79K
NSIM
911
North Star Investment Management
Illinois
$77.1K
AT
912
Avalon Trust
New Mexico
$76.2K
SIS
913
Sound Income Strategies
Florida
$73.4K
TFM
914
TFC Financial Management
Massachusetts
$73K -$316 -1 -0.4%
SPWM
915
Spartan Planning & Wealth Management
North Carolina
$73K +$73K +231 New
CMP
916
Coston McIsaac & Partners
Maine
$73K
CSPIA
917
Cary Street Partners Investment Advisory
Virginia
$68.6K +$68.6K +217 New
MLA
918
MB, Levis & Associates
Pennsylvania
$63.2K
MRCM
919
M&R Capital Management
New Jersey
$63.2K
EDRH
920
Edmond de Rothschild Holding
Switzerland
$63.2K
HIIFS
921
Harel Insurance Investments & Financial Services
Israel
$63K +$63K +200 New
GA
922
GoalVest Advisory
New York
$61.3K +$19.9K +63 +48%
GRP
923
Global Retirement Partners
California
$61.3K +$1.26K +4 +2%
DMBA
924
Deseret Mutual Benefit Administrators
Utah
$61K -$3.48K -11 -5%
Jones Financial Companies
925
Jones Financial Companies
Missouri
$57.2K +$632 +2 +1%