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 %
DCP
1026
DSM Capital Partners
Florida
$18.7K +$18.7K +48 New
GA
1027
GoalVest Advisory
New York
$18.4K -$57.4K -147 -76%
ADL
1028
Asset Dedication LLC
California
$18K
CTA
1029
Colonial Trust Advisors
South Carolina
$18K +$14.9K +38 +475%
PPC
1030
Park Place Capital
Alabama
$17.2K
VWM
1031
Venturi Wealth Management
Texas
$17.2K +$3.91K +10 +29%
PA
1032
Pineridge Advisors
Missouri
$14.8K +$14.8K +38 New
POIA
1033
Pin Oak Investment Advisors
Texas
$14K
VCM
1034
Versant Capital Management
Arizona
$13.7K +$781 +2 +6%
LFG
1035
Larson Financial Group
Missouri
$13.1K +$387 +1 +3%
AWM
1036
Abound Wealth Management
Tennessee
$13.1K +$1.16K +3 +10%
PWMG
1037
Private Wealth Management Group
New Jersey
$12.5K +$12.5K +32 New
RFG
1038
REAP Financial Group
Texas
$12.3K +$12.3K +32 New
S
1039
Sachetta
Massachusetts
$12.1K +$12.1K +31 New
SVCP
1040
Silicon Valley Capital Partners
California
$11.8K
LCM
1041
Logan Capital Management
Pennsylvania
$11.3K -$1.95K -5 -15%
LIWM
1042
Long Island Wealth Management
New York
$11K +$11K +28 New
MFT
1043
Moisand Fitzgerald Tamayo
Florida
$10.9K
BWM
1044
Baystate Wealth Management
Massachusetts
$10.9K +$10.9K +28 New
AP
1045
Aspect Partners
Virginia
$10.5K +$10.5K +27 New
EBA
1046
Eagle Bay Advisors
New York
$10.2K -$1.95K -5 -16%
LB
1047
Legacy Bridge
Iowa
$9.76K
NC
1048
NewSquare Capital
Pennsylvania
$8.98K
VNA
1049
Valley National Advisers
Pennsylvania
$8K +$8K +23 New
BGAI
1050
Bruce G. Allen Investments
Colorado
$7.81K +$7.81K +20 New