1,286 hedge funds and large institutions have $77.4B invested in Moody's in 2024 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 434 increasing their positions, 446 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+94
Holders Change %
+7.89%
% of All Funds
17.12%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
181
Increased
434
Reduced
446
Closed
63
Calls
$117M
Puts
$117M
Net Calls
+$497K
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
851
Mattern Capital Management
Colorado
$468K +$24.6K +52 +6%
FAIM
852
Financial Advocates Investment Management
Washington
$467K -$9K -19 -2%
PIM
853
Penobscot Investment Management
Massachusetts
$466K
PC
854
Promus Capital
Illinois
$463K +$463K +979 New
SC
855
Shearwater Capital
Colorado
$456K
CCWM
856
Correct Capital Wealth Management
Missouri
$456K +$473 +1 +0.1%
WPC
857
White Pine Capital
Minnesota
$455K -$473 -1 -0.1%
IFU
858
iSAM Funds (UK)
United Kingdom
$454K -$986K -2,082 -68%
HCM
859
Hutner Capital Management
Vermont
$454K -$4.73K -10 -1%
NCFG
860
New Century Financial Group
New Jersey
$453K -$32.1K -67 -7%
CSIC
861
Clifford Swan Investment Counsel
California
$452K -$109K -230 -19%
BBI
862
Baxter Bros Inc
Connecticut
$449K
TCM
863
Tributary Capital Management
Nebraska
$447K -$21.3K -45 -5%
MGIA
864
Moneta Group Investment Advisors
Missouri
$446K -$3.31K -7 -0.7%
HIM
865
Hanlon Investment Management
New Jersey
$446K +$45.9K +97 +11%
SWP
866
Sagespring Wealth Partners
Tennessee
$445K +$445K +939 New
AFG
867
Atomi Financial Group
New York
$444K +$156K +330 +54%
AOI
868
Auto-Owners Insurance
Michigan
$442K
XT
869
XTX Topco
Cayman Islands
$442K +$442K +933 New
SB
870
Sunflower Bank
Texas
$441K +$13.3K +28 +3%
PI
871
Pettee Investors
Connecticut
$437K
RA
872
RFG Advisory
Alabama
$432K -$50.2K -106 -10%
PA
873
Procyon Advisors
Connecticut
$429K +$30.3K +64 +8%
AP
874
Advisors Preferred
Maryland
$429K -$98.4K -208 -19%
P
875
Pitcairn
Pennsylvania
$428K +$1.42K +3 +0.3%