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 %
GWSG
1051
GPS Wealth Strategies Group
Colorado
$7.64K -$7.64K -20 -50%
Parallax Volatility Advisers
1052
Parallax Volatility Advisers
California
$7.42K -$323K -826 -98%
AW
1053
Avion Wealth
Texas
$7K -$4.12K -10 -37%
FWM
1054
FSA Wealth Management
Massachusetts
$7K +$7K +18 New
CFD
1055
Creative Financial Designs
Indiana
$6.75K
AIC
1056
Archer Investment Corporation
Indiana
$6.64K
FFO
1057
Fortitude Family Office
Arizona
$6.64K +$6.64K +17 New
TSWM
1058
Tyler-Stone Wealth Management
Ohio
$6.25K
M
1059
MOTCO
Texas
$6.25K
HIA
1060
Harbor Investment Advisory
Maryland
$6.25K
FFA
1061
Frazier Financial Advisors
Ohio
$6.25K +$6.25K +16 New
AT
1062
Avalon Trust
New Mexico
$5.86K -$88.3K -226 -94%
HWM
1063
HighMark Wealth Management
Minnesota
$5.86K
TC
1064
Trium Capital
United Kingdom
$5.83K -$450 -1,151 -7%
PP
1065
PFS Partners
New Jersey
$5.1K
JGIA
1066
Jackson Grant Investment Advisers
Connecticut
$5.08K
PIM
1067
Plato Investment Management
Australia
$4.3K +$4.3K +11 New
DPW
1068
DiNuzzo Private Wealth
Pennsylvania
$3.91K +$3.91K +10 New
DF
1069
Dunhill Financial
United Kingdom
$3.89K +$3.89K +10 New
PWMG
1070
Prestige Wealth Management Group
New Jersey
$3.52K
SIC
1071
SJS Investment Consulting
Ohio
$3.52K +$391 +1 +13%
PCMC
1072
Planning Capital Management Corporation
Pennsylvania
$3.52K +$3.52K +9 New
AWM
1073
Avior Wealth Management
Nebraska
$3.52K -$1.17K -3 -25%
IBOK
1074
Independence Bank of Kentucky
Kentucky
$3.12K
APC
1075
Aspire Private Capital
North Carolina
$3.12K