1,148 hedge funds and large institutions have $69.8B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 415 increasing their positions, 388 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.7%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.63%
New
110
Increased
415
Reduced
388
Closed
70
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
351
GAMCO Investors
Connecticut
$4.79M +$4.79M +11,382 New
LOPW
352
Live Oak Private Wealth
North Carolina
$4.77M +$47.1K +112 +1%
FCM
353
Fogel Capital Management
Florida
$4.77M +$73.7K +175 +2%
Mirae Asset Global Investments
354
Mirae Asset Global Investments
South Korea
$4.75M -$11.1M -26,357 -70%
BP
355
BNP Paribas
France
$4.7M +$179K +426 +4%
MGP
356
Metis Global Partners
California
$4.69M +$54.3K +129 +1%
QCM
357
QRG Capital Management
Illinois
$4.53M -$211K -501 -4%
Wealthfront Advisers
358
Wealthfront Advisers
California
$4.43M -$426K -1,013 -9%
JGUA
359
John G. Ullman & Associates
New York
$4.42M -$147K -350 -3%
FA
360
Fiduciary Alliance
South Carolina
$4.39M +$201K +472 +5%
FT
361
Fiduciary Trust
Massachusetts
$4.33M -$34.1K -81 -0.8%
AI
362
Atom Investors
Texas
$4.28M +$2.34M +5,550 +120%
IWS
363
Insight Wealth Strategies
California
$4.26M +$224K +532 +6%
CA
364
Cornerstone Advisors
North Carolina
$4.25M -$716K -1,700 -14%
TAMH
365
Taikang Asset Management (HK)
Hong Kong
$4.25M
Wealth Enhancement Advisory Services
366
Wealth Enhancement Advisory Services
Minnesota
$4.24M -$106K -252 -2%
HIMCH
367
Hartford Investment Management Co (HIMCO)
Connecticut
$4.24M -$43.8K -104 -1%
KM
368
KP Management
Minnesota
$4.21M
RC
369
Roundview Capital
New Jersey
$4.19M +$829K +1,970 +25%
PFM
370
Patton Fund Management
Texas
$4.13M -$810K -1,924 -16%
THWM
371
Taylor Hoffman Wealth Management
Virginia
$4.11M +$68.7K +163 +2%
AQR Capital Management
372
AQR Capital Management
Connecticut
$4.11M -$237K -563 -5%
Mercer Global Advisors
373
Mercer Global Advisors
Colorado
$4.1M +$677K +1,608 +20%
Cambridge Investment Research Advisors
374
Cambridge Investment Research Advisors
Iowa
$4.06M +$2.16M +5,142 +114%
CPIG
375
Chicago Partners Investment Group
Illinois
$3.99M -$465K -1,016 -10%