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 %
LCM
976
Logan Capital Management
Pennsylvania
$10.8K
VCM
977
Versant Capital Management
Arizona
$10.4K
LFG
978
Larson Financial Group
Missouri
$10.3K -$313 -1 -3%
AWM
979
Abound Wealth Management
Tennessee
$9.81K -$1.9K -6 -16%
EBA
980
Eagle Bay Advisors
New York
$9.8K +$1.9K +6 +24%
SVCP
981
Silicon Valley Capital Partners
California
$9.51K
MFT
982
Moisand Fitzgerald Tamayo
Florida
$8.85K
AF
983
Advisornet Financial
Minnesota
$8.54K -$119K -375 -93%
Capstone Investment Advisors
984
Capstone Investment Advisors
New York
$8.22K -$252K -796 -97%
LB
985
Legacy Bridge
Iowa
$7.91K
NC
986
NewSquare Capital
Pennsylvania
$7.27K
AW
987
Avion Wealth
Texas
$7K +$3.11K +12 +80%
IRC
988
Investors Research Corp
Georgia
$6.96K
CFD
989
Creative Financial Designs
Indiana
$5.45K
AIC
990
Archer Investment Corporation
Indiana
$5.38K
TC
991
Trium Capital
United Kingdom
$5.09K -$209 -660 -4%
M
992
MOTCO
Texas
$5.06K
HIA
993
Harbor Investment Advisory
Maryland
$5.06K
TSWM
994
Tyler-Stone Wealth Management
Ohio
$5K
TJHA
995
Thomas J. Herzfeld Advisors
Florida
$4.74K
HWM
996
HighMark Wealth Management
Minnesota
$4.74K
PP
997
PFS Partners
New Jersey
$4.12K
JGIA
998
Jackson Grant Investment Advisers
Connecticut
$4.11K
AWM
999
Avior Wealth Management
Nebraska
$3.79K
BWL
1000
Bogart Wealth LLC
Virginia
$3.79K