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 %
CWM
701
Circle Wealth Management
New Jersey
$652K -$45K -107 -6%
CRWM
702
Castle Rock Wealth Management
California
$651K
EWM
703
Evercore Wealth Management
New York
$648K -$6.31K -15 -1%
Empower Advisory Group
704
Empower Advisory Group
Colorado
$647K -$2.95K -7 -0.5%
ATS
705
Ashton Thomas Securities
New York
$646K +$646K +1,479 New
PGIM
706
Pacific Global Investment Management
California
$634K -$65.2K -155 -9%
BDA
707
Borer Denton & Associates
Pennsylvania
$634K
STA
708
Summit Trail Advisors
New York
$633K +$125K +297 +25%
VWM
709
Venturi Wealth Management
Texas
$633K +$612K +1,455 +3,031%
SMG
710
Smart Money Group
Texas
$632K +$75.3K +165 +14%
RFA
711
Resurgent Financial Advisors
Georgia
$628K +$145K +345 +30%
VAG
712
VisionPoint Advisory Group
Texas
$618K +$166K +394 +37%
AAIS
713
ABN AMRO Investment Solutions
$618K +$355K +843 +135%
BAM
714
Brave Asset Management
New Jersey
$616K
QCG
715
Quadrant Capital Group
Ohio
$615K +$82.5K +196 +15%
DBRC
716
D.B. Root & Company
Pennsylvania
$607K -$105K -250 -15%
LCWP
717
Legacy Capital Wealth Partners
Arkansas
$604K +$604K +1,434 New
SAM
718
Smartleaf Asset Management
Massachusetts
$598K +$189K +450 +46%
FTWA
719
Fifth Third Wealth Advisors
Ohio
$596K +$596K +1,415 New
ACM
720
Argyle Capital Management
Pennsylvania
$589K
IFU
721
iSAM Funds (UK)
United Kingdom
$574K +$574K +1,363 New
FHA
722
First Horizon Advisors
Tennessee
$571K +$10.1K +24 +2%
GSEP
723
Golden State Equity Partners
California
$571K +$571K +1,357 New
Walleye Trading
724
Walleye Trading
New York
$570K -$772K -1,835 -58%
BHWM
725
Bar Harbor Wealth Management
New Hampshire
$558K