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 %
SA
551
Shilanski & Associates
Alaska
$1.37M -$8.42K -20 -0.6%
VI
552
Vestcor Inc
New Brunswick, Canada
$1.37M
ET
553
Equitable Trust
Tennessee
$1.36M
BIM
554
Bridges Investment Management
Nebraska
$1.36M +$267K +635 +24%
HFS
555
Hantz Financial Services
Michigan
$1.35M +$110K +262 +9%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$1.35M +$45.5K +108 +3%
Bank Julius Baer & Co
557
Bank Julius Baer & Co
Switzerland
$1.34M -$151K -323 -10%
ASN
558
Advisory Services Network
Georgia
$1.34M -$3.79K -9 -0.3%
HPC
559
HM Payson & Co
Maine
$1.34M
HBT
560
Hills Bank & Trust
Iowa
$1.31M -$40.4K -96 -3%
WIA
561
Westbourne Investment Advisors
Maryland
$1.31M -$131K -310 -9%
IIC
562
Ironwood Investment Counsel
Arizona
$1.31M
AIM
563
Anchor Investment Management
South Carolina
$1.28M
AI
564
AXS Investments
New York
$1.28M -$88.8K -211 -6%
VSQM
565
V-Square Quantitative Management
Illinois
$1.28M -$160K -381 -11%
PFP
566
Pinnacle Financial Partners
Tennessee
$1.28M
MSAM
567
Moloney Securities Asset Management
Missouri
$1.27M +$53K +126 +4%
PAS
568
Park Avenue Securities
New York
$1.26M +$6.73K +16 +0.5%
LWA
569
Lineweaver Wealth Advisors
Ohio
$1.26M -$693K -1,647 -35%
MAM
570
Mystic Asset Management
Rhode Island
$1.26M
GC
571
Guggenheim Capital
Illinois
$1.25M -$3.47M -8,239 -73%
SW
572
SVB Wealth
Massachusetts
$1.25M -$63.6K -151 -5%
CL
573
Choreo LLC
Illinois
$1.25M +$872K +2,068 +233%
MFG
574
Monte Financial Group
Connecticut
$1.23M -$421 -1 -0%
PS
575
Principal Securities
Iowa
$1.22M -$10.5K -25 -0.9%