1,286 hedge funds and large institutions have $77.4B invested in Moody's in 2024 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 434 increasing their positions, 446 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+94
Holders Change %
+7.89%
% of All Funds
17.12%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
181
Increased
434
Reduced
446
Closed
63
Calls
$117M
Puts
$117M
Net Calls
+$497K
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WPW
626
Waldron Private Wealth
Pennsylvania
$1.37M +$2.84K +6 +0.2%
CTC
627
Central Trust Company
Missouri
$1.36M -$68.2K -144 -5%
LAM
628
LECAP Asset Management
United Kingdom
$1.35M -$464K -980 -26%
AWM
629
Avitas Wealth Management
California
$1.33M +$10.4K +22 +0.8%
WIA
630
Westbourne Investment Advisors
Maryland
$1.33M -$99.4K -210 -7%
MYAM
631
Meiji Yasuda Asset Management
Japan
$1.31M +$44K +93 +3%
QI
632
Qtron Investments
Massachusetts
$1.31M
AI
633
AXS Investments
New York
$1.31M +$37.9K +80 +3%
EWM
634
Evermay Wealth Management
Virginia
$1.3M
Verition Fund Management
635
Verition Fund Management
Connecticut
$1.3M +$616K +1,301 +91%
Simplex Trading
636
Simplex Trading
Illinois
$1.29M +$288K +608 +29%
CIA
637
Capital Investment Advisors
Georgia
$1.29M +$1.29M +2,726 New
MADR
638
Milestones Administradora de Recursos
Brazil
$1.27M -$852K -1,800 -40%
Loomis, Sayles & Company
639
Loomis, Sayles & Company
Massachusetts
$1.27M +$769K +1,624 +155%
BA
640
Ballast Advisors
Minnesota
$1.25M +$115K +242 +10%
SC
641
Sepio Capital
Utah
$1.25M -$116K -246 -9%
TE
642
Tema ETFs
New York
$1.24M +$1.24M +2,611 New
PFP
643
Pinnacle Financial Partners
Tennessee
$1.23M
KFI
644
Key Financial Inc
Pennsylvania
$1.22M +$1.89K +4 +0.2%
WTA
645
Washington Trust Advisors
Massachusetts
$1.21M
PS
646
Principal Securities
Iowa
$1.21M +$79.1K +167 +7%
ST
647
Smithfield Trust
Pennsylvania
$1.2M
AIM
648
Anchor Investment Management
South Carolina
$1.2M -$246K -520 -17%
AWP
649
Accretive Wealth Partners
New Jersey
$1.2M -$15.1K -32 -1%
BG
650
Bahl & Gaynor
Ohio
$1.2M