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 %
BBP
826
Banco BTG Pactual
Brazil
$367K
SB
827
Sunflower Bank
Texas
$366K -$2.95K -7 -0.8%
RAM
828
Roanoke Asset Management
New Jersey
$365K
BSW
829
Buckingham Strategic Wealth
Missouri
$364K +$5.47K +13 +2%
APG
830
Abacus Planning Group
South Carolina
$362K +$5.05K +12 +1%
GL
831
Graypoint LLC
New York
$362K +$64.8K +154 +22%
FPCP
832
Fort Point Capital Partners
California
$361K -$11.8K -28 -3%
ANBT
833
American National Bank & Trust
Texas
$361K +$13K +31 +4%
WWM
834
Western Wealth Management
Colorado
$358K -$2.95K -7 -0.8%
4WM
835
4J Wealth Management
Virginia
$358K
HIM
836
Hanlon Investment Management
New Jersey
$358K +$37K +88 +12%
MAM
837
Magellan Asset Management
Australia
$357K +$73.2K +174 +26%
OWA
838
Outlook Wealth Advisors
Texas
$353K +$353K +839 New
CHA
839
Carmichael Hill & Associates
Maryland
$353K
GFP
840
Gryphon Financial Partners
Ohio
$351K +$351K +834 New
PA
841
Procyon Advisors
Connecticut
$351K -$23.6K -56 -6%
HCMT
842
Highland Capital Management (Tennessee)
Tennessee
$351K -$2.51M -5,956 -88%
LFA
843
Legacy Financial Advisors
Kentucky
$349K -$4.63K -11 -1%
IPW
844
Invictus Private Wealth
Colorado
$349K -$29.9K -71 -8%
MCM
845
Mattern Capital Management
Colorado
$346K +$67.3K +160 +24%
MCM
846
Manchester Capital Management
Vermont
$344K +$5.89K +14 +2%
AA
847
Addison Advisors
Vermont
$343K +$8.84K +21 +3%
BCM
848
Boltwood Capital Management
California
$343K -$2.11K -5 -0.6%
BWP
849
Baldwin Wealth Partners
Massachusetts
$343K
BWP
850
Balboa Wealth Partners
Arizona
$338K +$14.7K +35 +5%