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 %
WWP
1001
WR Wealth Planners
Missouri
$3.48K +$3.48K +11 New
TWM
1002
Tradition Wealth Management
Minnesota
$3K
T
1003
TOBAM
France
$3K +$3K +10 New
PWMG
1004
Prestige Wealth Management Group
New Jersey
$2.85K
SIC
1005
SJS Investment Consulting
Ohio
$2.53K -$949 -3 -27%
CTA
1006
Colonial Trust Advisors
South Carolina
$2.53K
IBOK
1007
Independence Bank of Kentucky
Kentucky
$2.53K
APC
1008
Aspire Private Capital
North Carolina
$2.53K
PCTC
1009
Perkins Coie Trust Company
Washington
$2.21K +$2.21K +7 New
TCA
1010
Trifecta Capital Advisors
Illinois
$1.9K
GI
1011
Gradient Investments
Minnesota
$1.9K -$1.9K -6 -50%
HWP
1012
Highline Wealth Partners
California
$1.9K
CCA
1013
Column Capital Advisors
Indiana
$1.9K
ECM
1014
Everence Capital Management
Indiana
$1.73K +$326 +1,030 +23%
WT
1015
Washington Trust
Rhode Island
$1.58K -$316 -1 -17%
WWM
1016
Wolff Wiese Magana
California
$1.58K
GFPC
1017
Global Financial Private Client
Florida
$1.27K
GJIA
1018
Glass Jacobson Investment Advisors
Maryland
$1.27K
BAM
1019
Bellevue Asset Management
Washington
$1.26K -$316 -1 -20%
CA
1020
Centerpoint Advisors
Massachusetts
$1K
CAM
1021
ClariVest Asset Management
California
$1K +$1K +2 New
FSWA
1022
Financial Synergies Wealth Advisors
Texas
$949
TWP
1023
TFO Wealth Partners
Ohio
$695 +$695 +2 New
SIM
1024
Studio Investment Management
Illinois
$632 -$29.1K -92 -98%
Twin Tree Management
1025
Twin Tree Management
Texas
$632 +$632 +2 New