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 %
HNWAG
676
High Net Worth Advisory Group
Florida
$734K
WKWM
677
Walter & Keenan Wealth Management
Indiana
$726K -$13.9K -33 -2%
NP
678
NorthRock Partners
Minnesota
$725K +$89.7K +213 +14%
IA
679
IFP Advisors
Florida
$722K +$13.5K +32 +2%
SC
680
Syon Capital
California
$712K +$28.6K +68 +4%
EI
681
Ellevest Inc
New York
$711K +$40.4K +96 +6%
PIMG
682
Patriot Investment Management Group
Tennessee
$711K
SVWAG
683
Sound View Wealth Advisors Group
Georgia
$711K +$421 +1 +0.1%
MG
684
Mather Group
Illinois
$710K +$26.3K +67 +4%
BCM
685
Brookstone Capital Management
Illinois
$705K +$705K +1,546 New
CI
686
Cigna Investments
Connecticut
$705K -$5.05K -12 -0.7%
AIP
687
Ameritas Investment Partners
Nebraska
$696K -$20.6K -49 -3%
ATC
688
Argent Trust Co
Tennessee
$695K +$34.9K +83 +5%
MWM
689
Mission Wealth Management
California
$689K +$91.7K +218 +15%
BCWM
690
Bartlett & Co Wealth Management
Ohio
$684K -$421 -1 -0.1%
CGL
691
Clarius Group LLC
Washington
$681K -$20.2K -48 -3%
TC
692
TownSquare Capital
Utah
$676K +$162K +384 +31%
FFA
693
Farther Finance Advisors
California
$665K +$349K +828 +110%
Lido Advisors
694
Lido Advisors
California
$665K +$88.4K +210 +15%
M
695
MOTCO
Texas
$664K
Wolverine Trading
696
Wolverine Trading
Illinois
$662K +$662K +1,572 New
TF
697
Threadgill Financial
Texas
$659K +$35.8K +85 +6%
Dodge & Cox
698
Dodge & Cox
California
$659K
BW
699
Bison Wealth
Georgia
$652K
SF
700
Summit Financial
New Jersey
$652K +$215K +510 +49%