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 %
SPC
651
Spirepoint Private Client
Florida
$820K -$15.2K -36 -2%
TSS
652
Two Sigma Securities
New York
$820K +$820K +1,948 New
AssetMark Inc
653
AssetMark Inc
California
$814K +$115K +274 +17%
RA
654
Riversedge Advisors
Delaware
$811K -$3.37K -8 -0.4%
CFGS
655
Concourse Financial Group Securities
Alabama
$796K -$43.8K -104 -5%
JAFL
656
Jay A. Fishman Ltd
Michigan
$789K
RWM
657
Ritholtz Wealth Management
New York
$783K +$31.2K +74 +4%
WT
658
Whittier Trust
California
$782K -$5.47K -13 -0.7%
Citadel Advisors
659
Citadel Advisors
Florida
$777K +$615K +1,461 +378%
ECM
660
Evergreen Capital Management
Washington
$775K +$96K +228 +14%
ST
661
Spinnaker Trust
Maine
$775K
DIM
662
Delta Investment Management
California
$774K -$53K -126 -6%
IFWM
663
Institute for Wealth Management
Colorado
$773K +$94.7K +225 +14%
RMCM
664
Reynders McVeigh Capital Management
Massachusetts
$771K
CPG
665
Cornerstone Planning Group
New Jersey
$769K +$2.64K +6 +0.3%
CIA
666
Choate Investment Advisors
Massachusetts
$769K -$421 -1 -0.1%
TAM
667
Trust Asset Management
Texas
$766K
AAM
668
Azzad Asset Management
Virginia
$765K -$15.2K -36 -2%
LA
669
Legacy Advisors
Pennsylvania
$760K -$184K -438 -20%
BMC
670
Benin Management Corp
Connecticut
$759K +$759K +1,803 New
PCS
671
Personal CFO Solutions
New Jersey
$757K -$10.9K -26 -1%
BFM
672
Boothbay Fund Management
New York
$753K +$753K +1,788 New
GA
673
Geller Advisors
New York
$748K -$18.5K -44 -2%
BBHC
674
Brown Brothers Harriman & Co
New York
$743K +$2.11K +5 +0.3%
VFA
675
Valeo Financial Advisors
Indiana
$739K +$49.2K +117 +7%