1,048 hedge funds and large institutions have $65.7B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 386 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+85
Holders Change %
+8.83%
% of All Funds
16.19%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
158
Increased
386
Reduced
297
Closed
59
Calls
$74.1M
Puts
$139M
Net Calls
-$64.6M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Shares
Change %
EL
1001
EMFO LLC
Florida
$13K
EBA
1002
Eagle Bay Advisors
New York
$12K -$9.2K -23 -43%
HI
1003
Hudock Inc
Pennsylvania
$12K
SWA
1004
SOA Wealth Advisors
New York
$12K
AA
1005
Ancora Advisors
Ohio
$11K -$407 -1 -4%
LB
1006
Legacy Bridge
Iowa
$10K
VCM
1007
Versant Capital Management
Arizona
$10K
SGAM
1008
Smith Group Asset Management
Texas
$10K +$800 +2 +9%
TSWM
1009
Tyler-Stone Wealth Management
Ohio
$10K +$10K +25 New
LCM
1010
Logan Capital Management
Pennsylvania
$9K -$391K -1,000 -98%
TJHA
1011
Thomas J. Herzfeld Advisors
Florida
$9K
SC
1012
Sierra Capital
Florida
$8K +$8K +20 New
AWM
1013
Accel Wealth Management
Iowa
$8K +$8K +21 New
TAM
1014
Tucker Asset Management
Colorado
$7.82K +$7.82K +20 New
MP
1015
McDonald Partners
Ohio
$7.42K +$7.42K +19 New
ACM
1016
Absolute Capital Management
Pennsylvania
$7.42K +$7.42K +19 New
AS
1017
Altshuler Shaham
Israel
$7K -$223K -604 -97%
TFO
1018
Tarbox Family Office
California
$6K
LWA
1019
Lenox Wealth Advisors
New York
$6K +$2.4K +6 +67%
HTC
1020
Hershey Trust Company
Pennsylvania
$5K +$5K +13 New
CYG
1021
Clean Yield Group
Vermont
$4K
LFG
1022
Larson Financial Group
Missouri
$4K
SC
1023
Schubert & Co
Texas
$4K +$4K +10 New
CAC
1024
Core Alternative Capital
Georgia
$4K +$4K +11 New
VRS
1025
Virginia Retirement Systems
Virginia
$3.83K