957 hedge funds and large institutions have $52B invested in Moody's in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 337 increasing their positions, 339 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
Holders Change %
0%
% of All Funds
15.32%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.66%
New
88
Increased
337
Reduced
339
Closed
69
Calls
$221M
Puts
$118M
Net Calls
+$104M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Shares
Change %
WKSWA
1001
White Knight Strategic Wealth Advisors
New Jersey
-$201K -720 Closed
EE
1002
EWG Elevate
California
-$174K -623 Closed
CLOS
1003
Compagnie Lombard Odier SCmA
Switzerland
-$174K -623 Closed
LSA
1004
Lion Street Advisors
Texas
-$245K -606 Closed
RBC
1005
Romano Brothers & Co
Illinois
-$90.6K -325 Closed
MS
1006
Madden Securities
Texas
-$69.7K -250 Closed
MWM
1007
MinichMacGregor Wealth Management
New York
-$60.2K -216 Closed
CB
1008
Centennial Bank
Arkansas
-$51.5K -185 Closed
SC
1009
Seldon Capital
California
-$46.3K -166 Closed
AWM
1010
Accurate Wealth Management
Florida
-$46.5K -157 Closed
FPA
1011
First Pacific Advisors
California
-$32K -115 Closed
RFA
1012
Resurgent Financial Advisors
Georgia
-$21.7K -78 Closed
3IP
1013
3Chopt Investment Partners
Virginia
-$11.1K -40 Closed
USCWA
1014
U.S. Capital Wealth Advisors
Texas
-$8.92K -32 Closed
MCC
1015
Money Concepts Capital
Florida
-$4.46K -16 Closed
SC
1016
Sierra Capital
Florida
-$4K -15 Closed
PO
1017
Private Ocean
California
-$3.9K -14 Closed
LWP
1018
Lumature Wealth Partners
Georgia
-$3.34K -12 Closed
MUMSS
1019
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$3K -10 Closed
HDIM
1020
Hanson & Doremus Investment Management
Vermont
-$2K -7 Closed
MPCL
1021
My Personal CFO LLC
Washington
-$1.39K -5 Closed
CWP
1022
Concord Wealth Partners
Virginia
-$836 -3 Closed
GI
1023
Gradient Investments
Minnesota
-$557 -2 Closed
LF
1024
Lee Financial
Texas
-$557 -2 Closed
JWM
1025
Janiczek Wealth Management
Colorado
-$312 -1 Closed