1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HIIFS
976
Harel Insurance Investments & Financial Services
Israel
$77K
PI
977
PEAK6 Investments
Illinois
$75K -$503K -1,287 -87%
GRP
978
Global Retirement Partners
California
$73.3K -$1.15K -3 -2%
SOW
979
State of Wyoming
Wyoming
$69.1K -$31.6K -81 -31%
CAM
980
Close Asset Management
United Kingdom
$68K -$29.1K -75 -30%
SSB
981
Sandy Spring Bank
Maryland
$67.7K -$37.2K -95 -35%
TCWA
982
Turtle Creek Wealth Advisors
Texas
$63.7K +$63.7K +163 New
CFFP
983
Center for Financial Planning
Michigan
$61.7K
SCM
984
Silvant Capital Management
Georgia
$61.3K
GCGDR
985
Geo Capital Gestora de Recursos
Brazil
$61K -$6.22K -16 -9%
PGAM
986
Princeton Global Asset Management
New Jersey
$60.1K
SPWM
987
Spartan Planning & Wealth Management
North Carolina
$59K -$31.2K -80 -35%
RCM
988
Raleigh Capital Management
North Carolina
$58.7K +$11K +28 +23%
TFIPS
989
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58.6K +$58.6K +150 New
TCOV
990
Trust Company of Vermont
Vermont
$57K -$379K -971 -87%
ACA
991
Atlas Capital Advisors
Wyoming
$52.3K
SIS
992
Strategic Investment Solutions
Illinois
$52.3K +$52.3K +134 New
ATC
993
Advantage Trust Company
Kansas
$51.9K +$51.9K +133 New
DMBA
994
Deseret Mutual Benefit Administrators
Utah
$51.6K -$23.8K -61 -32%
BIA
995
Bell Investment Advisors
California
$51.2K +$2.34K +6 +5%
DJSG
996
D.J. St. Germain
Massachusetts
$50.8K
CWC
997
Carolinas Wealth Consulting
North Carolina
$50.4K
FMII
998
Farmers & Merchants Investments Inc
Nebraska
$50.4K
HH
999
HWG Holdings
Texas
$50K
AP
1000
Arlington Partners
Alabama
$48K -$11.7K -30 -20%