1,027 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, 375 increasing their positions, 345 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
16.38%
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
375
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 %
WAP
1076
Wealthcare Advisory Partners
Pennsylvania
-$209K -601 Closed
PFA
1077
Pathway Financial Advisors
Vermont
-$209K -600 Closed
RWS
1078
Resolute Wealth Strategies
Mississippi
-$209K -600 Closed
ECM
1079
EagleClaw Capital Management
Massachusetts
-$209K -600 Closed
FNBTCON
1080
First National Bank & Trust Co of Newtown
Pennsylvania
-$209K -600 Closed
CA
1081
Cullinan Associates
Kentucky
-$209K -600 Closed
BHBT
1082
Burke & Herbert Bank & Trust
Virginia
-$209K -600 Closed
MCM
1083
Monarch Capital Management
Indiana
-$209K -600 Closed
ANTB
1084
AMG National Trust Bank
Colorado
-$208K -597 Closed
FFM
1085
Forum Financial Management
Illinois
-$207K -596 Closed
GIA
1086
Gateway Investment Advisers
Ohio
-$204K -588 Closed
QP
1087
Quilter Plc
United Kingdom
-$456K -460 Closed
CFO
1088
CVA Family Office
Colorado
-$125K -360 Closed
SSG
1089
Summit Securities Group
New York
-$72K -207 Closed
CAS
1090
Coppell Advisory Solutions
Texas
-$52.4K -152 Closed
SWA
1091
SOA Wealth Advisors
New York
-$5.56K -16 Closed
BG
1092
Bollard Group
Massachusetts
-$5K -15 Closed
DI
1093
Disciplined Investments
Oklahoma
-$3.48K -10 Closed
WP
1094
WealthPLAN Partners
Nebraska
-$3.13K -9 Closed
SF
1095
Safeguard Financial
Wisconsin
-$1K -4 Closed
CTWM
1096
Cherry Tree Wealth Management
Minnesota
-$696 -2 Closed