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 %
IRC
976
Investors Research Corp
Georgia
$7.65K
WTG
977
West Tower Group
Virginia
$6.61K +$6.61K +19 New
TSWM
978
Tyler-Stone Wealth Management
Ohio
$6K +$6K +16 New
CFD
979
Creative Financial Designs
Indiana
$5.98K
AIC
980
Archer Investment Corporation
Indiana
$5.91K +$5.91K +17 New
TC
981
Trium Capital
United Kingdom
$5.82K -$166 -477 -3%
SWA
982
SOA Wealth Advisors
New York
$5.56K -$5.56K -16 -50%
HIA
983
Harbor Investment Advisory
Maryland
$5.56K
M
984
MOTCO
Texas
$5.56K +$2.43K +7 +78%
TJHA
985
Thomas J. Herzfeld Advisors
Florida
$5.22K
HWM
986
HighMark Wealth Management
Minnesota
$5.22K +$5.22K +15 New
BG
987
Bollard Group
Massachusetts
$5K +$5K +15 New
PP
988
PFS Partners
New Jersey
$4.52K +$4.52K +13 New
JGIA
989
Jackson Grant Investment Advisers
Connecticut
$4.52K -$58.8K -169 -93%
BWL
990
Bogart Wealth LLC
Virginia
$4.17K
GI
991
Gradient Investments
Minnesota
$4.17K +$4.17K +12 New
AWM
992
Avior Wealth Management
Nebraska
$4.17K
AW
993
Avion Wealth
Texas
$4K +$4K +15 New
SIC
994
SJS Investment Consulting
Ohio
$3.83K
DI
995
Disciplined Investments
Oklahoma
$3.48K -$695 -2 -17%
PWMG
996
Prestige Wealth Management Group
New Jersey
$3.13K -$2.78K -8 -47%
WP
997
WealthPLAN Partners
Nebraska
$3.13K -$18.8K -54 -86%
TWM
998
Tradition Wealth Management
Minnesota
$3K -$7.5K -20 -71%
CTA
999
Colonial Trust Advisors
South Carolina
$2.78K
APC
1000
Aspire Private Capital
North Carolina
$2.78K