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 %
DWT
726
Dorsey & Whitney Trust
South Dakota
$556K -$127K -301 -19%
PAM
727
Panagora Asset Management
Massachusetts
$555K -$15.2K -36 -3%
PCG
728
Prosperity Consulting Group
Maryland
$555K +$65.2K +155 +13%
DC
729
DeDora Capital
California
$553K +$31.1K +74 +6%
CCA
730
Checchi Capital Advisers
California
$548K +$18.5K +44 +4%
ITFISA
731
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$547K +$253K +600 +86%
DP
732
DDD Partners
Washington
$543K
HNB
733
Hilltop National Bank
Wyoming
$542K
APM
734
Advanced Portfolio Management
New York
$541K
SCP
735
Stamos Capital Partners
California
$539K +$539K +1,280 New
FNBT
736
FineMark National Bank & Trust
Florida
$535K
UH
737
Unigestion Holding
Switzerland
$533K -$676K -1,731 -56%
SIA
738
Schechter Investment Advisors
Michigan
$532K +$26.5K +63 +5%
PHAM
739
Palisades Hudson Asset Management
Florida
$530K
FIM
740
Freedom Investment Management
Connecticut
$528K +$21K +50 +4%
CIS
741
Custom Index Systems
New York
$522K +$522K +1,241 New
HB
742
HTLF Bank
Colorado
$522K
JIC
743
Johnson Investment Counsel
Ohio
$513K -$29K -69 -5%
WBC
744
Westpac Banking Corp
Australia
$512K
PCP
745
Proficio Capital Partners
Massachusetts
$511K +$13.5K +32 +3%
CSIC
746
Clifford Swan Investment Counsel
California
$509K -$10.5K -25 -2%
HTC
747
Haverford Trust Company
Pennsylvania
$506K +$2.11K +5 +0.4%
Fayez Sarofim & Co
748
Fayez Sarofim & Co
Texas
$505K
SP
749
Symmetry Partners
Connecticut
$504K
LPT
750
Legacy Private Trust
Wisconsin
$504K