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 %
Capstone Investment Advisors
576
Capstone Investment Advisors
New York
$1.22M -$258K -613 -17%
LCM
577
Landscape Capital Management
New Jersey
$1.21M -$609K -1,447 -33%
SC
578
Sepio Capital
Utah
$1.21M -$51.3K -122 -4%
WPW
579
Waldron Private Wealth
Pennsylvania
$1.21M +$87.6K +208 +8%
RAM
580
Redmond Asset Management
Virginia
$1.2M -$69.5K -165 -5%
HWM
581
HB Wealth Management
Georgia
$1.19M +$188K +446 +19%
RJT
582
Raymond James Trust
Florida
$1.17M -$46.7K -111 -4%
AG
583
AlTi Global
New York
$1.16M +$1.16M +2,757 New
SWM
584
Sendero Wealth Management
Texas
$1.16M -$1.97M -4,691 -63%
MCM
585
MAI Capital Management
Ohio
$1.16M +$85K +202 +8%
OIS
586
Okabena Investment Services
Minnesota
$1.16M -$312K -742 -21%
EWM
587
Evermay Wealth Management
Virginia
$1.15M
MYAM
588
Meiji Yasuda Asset Management
Japan
$1.15M +$192K +457 +20%
AWM
589
Avitas Wealth Management
California
$1.15M +$9.26K +22 +0.8%
KFI
590
Key Financial Inc
Pennsylvania
$1.15M -$33.7K -80 -3%
BPA
591
Beacon Pointe Advisors
California
$1.13M -$477K -1,134 -30%
EIP
592
Epoch Investment Partners
New York
$1.13M
AAS
593
Avantax Advisory Services
Texas
$1.12M +$624K +1,483 +125%
UB
594
UMB Bank
Missouri
$1.12M -$82.9K -197 -7%
GLR
595
Great Lakes Retirement
Ohio
$1.11M +$117K +278 +12%
DADC
596
D.A. Davidson & Co
Montana
$1.11M +$42.5K +101 +4%
DEA
597
DoubleLine ETF Adviser
Florida
$1.09M -$35.8K -85 -3%
SA
598
SpiderRock Advisors
Delaware
$1.09M +$1.09M +2,593 New
AWP
599
Accretive Wealth Partners
New Jersey
$1.09M -$5.47K -13 -0.5%
RWM
600
Rockline Wealth Management
New York
$1.08M +$34.1K +81 +3%