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 %
MFGM
526
Marshall Financial Group (Maryland)
Maryland
$1.58M +$31.2K +74 +2%
IMCOOI
527
Investment Management Corp of Ontario (IMCO)
Canada
$1.58M +$463K +1,100 +41%
CA
528
Clearstead Advisors
Ohio
$1.57M +$327K +777 +26%
GEM
529
Global Endowment Management
North Carolina
$1.57M +$200K +475 +15%
AFS
530
Aft Forsyth & Sober
Florida
$1.57M
Jones Financial Companies
531
Jones Financial Companies
Missouri
$1.56M +$1.42M +3,370 +1,012%
BBA
532
Baader Bank Aktiengesellschaft
Germany
$1.55M +$841K +2,001 +118%
LRIC
533
Long Road Investment Counsel
Michigan
$1.55M
Nomura Holdings
534
Nomura Holdings
Japan
$1.55M +$1.02M +2,420 +193%
SFA
535
Sequoia Financial Advisors
Ohio
$1.53M +$47.1K +112 +3%
MMA
536
Miracle Mile Advisors
California
$1.52M +$86.3K +205 +6%
WI
537
WBI Investments
New Jersey
$1.51M +$1.51M +3,578 New
KIA
538
Knollwood Investment Advisory
Maryland
$1.5M +$173K +411 +13%
BRWA
539
B. Riley Wealth Advisors
Florida
$1.49M +$34.1K +81 +2%
T. Rowe Price Investment Management
540
T. Rowe Price Investment Management
Maryland
$1.49M -$1.03M -2,444 -41%
EGM
541
Engineers Gate Manager
New York
$1.45M -$527K -1,253 -27%
PAG
542
Private Advisor Group
New Jersey
$1.45M +$139K +330 +11%
AAP
543
Arax Advisory Partners
Colorado
$1.44M +$403K +958 +39%
BG
544
Bollard Group
Massachusetts
$1.43M +$806K +1,914 +129%
BFG
545
Bleakley Financial Group
New Jersey
$1.43M -$43.4K -103 -3%
SW
546
Simplicity Wealth
New Jersey
$1.43M -$36.2K -86 -2%
MFG
547
Merit Financial Group
Georgia
$1.41M -$76.2K -181 -5%
QIM
548
Quantitative Investment Management
Virginia
$1.41M +$155K +369 +12%
CCMG
549
Clark Capital Management Group
Pennsylvania
$1.4M +$8K +19 +0.6%
CCG
550
Cypress Capital Group
Florida
$1.4M