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 %
BWP
776
BSW Wealth Partners
Colorado
$443K -$12.2K -29 -3%
CIC
777
Carnegie Investment Counsel
Ohio
$439K
PP
778
PDS Planning
Ohio
$439K +$4.63K +11 +1%
ACA
779
Aptus Capital Advisors
Alabama
$436K +$34.9K +83 +9%
TCM
780
Tributary Capital Management
Nebraska
$436K -$10.5K -25 -2%
PIM
781
Penobscot Investment Management
Massachusetts
$436K
RA
782
RFG Advisory
Alabama
$435K -$42.1K -100 -9%
BP
783
Broadleaf Partners
Ohio
$429K -$8.42K -20 -2%
AF
784
Allworth Financial
California
$427K +$145K +329 +52%
P
785
Pitcairn
Pennsylvania
$422K +$70.7K +168 +20%
QPBE
786
Quintet Private Bank (Europe)
Luxembourg
$421K +$3.88K +8 +0.9%
KCM
787
Kanawha Capital Management
Virginia
$421K +$421K +1,001 New
BFIM
788
Beese Fulmer Investment Management
Ohio
$421K
CPW
789
Crestmont Private Wealth
Texas
$419K -$12.2K -29 -3%
RIA
790
Realta Investment Advisors
Delaware
$419K
CIA
791
Concurrent Investment Advisors
Florida
$418K -$119K -282 -22%
CA
792
Commerzbank Aktiengesellschaft
Germany
$412K +$18.1K +43 +5%
IAIM
793
International Assets Investment Management
Florida
$412K +$53K +126 +15%
HCM
794
Hutner Capital Management
Vermont
$408K
AA
795
Advisory Alpha
Michigan
$408K +$64.8K +154 +19%
RZH
796
Relyea Zuckerberg Hanson
Connecticut
$407K +$41.3K +98 +11%
SC
797
Shearwater Capital
Colorado
$406K
CCWM
798
Correct Capital Wealth Management
Missouri
$405K
CAL
799
Capital Advisors Ltd
Ohio
$404K +$10.1K +24 +3%
TPWA
800
Twin Peaks Wealth Advisors
California
$404K -$21K -50 -5%