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Moody's

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 %
CF
876
Convergence Financial
Missouri
$304K +$304K +722 New
CA
877
Carson Advisory
Georgia
$303K
MKA
878
M. Kulyk & Associates
Georgia
$303K -$37.9K -90 -11%
GIA
879
Gladstone Institutional Advisory
Florida
$297K -$1.26K -3 -0.4%
SMA
880
Sage Mountain Advisors
Georgia
$296K +$296K +704 New
PWPS
881
Pinnacle Wealth Planning Services
Ohio
$295K -$2.11K -5 -0.7%
LAM
882
L2 Asset Management
Massachusetts
$294K +$26.5K +63 +10%
BMCM
883
Bryn Mawr Capital Management
Pennsylvania
$291K
AWM
884
Aprio Wealth Management
Georgia
$290K +$35.8K +85 +14%
SIM
885
Sentry Investment Management
Wisconsin
$288K -$58.9K -140 -17%
PTC
886
Petrus Trust Company
Texas
$288K +$288K +684 New
DAS
887
Dynamic Advisor Solutions
Arizona
$287K +$21.9K +52 +8%
ACGA
888
Atlanta Consulting Group Advisors
Georgia
$285K
EA
889
Everpar Advisors
Oklahoma
$285K +$53.9K +128 +23%
PFA
890
Plotkin Financial Advisors
Maryland
$285K +$285K +677 New
RIL
891
Rothschild Investment LLC
Illinois
$285K +$55.1K +131 +24%
WFI
892
West Family Investments
California
$284K
CWP
893
Cyndeo Wealth Partners
Florida
$282K +$421 +1 +0.1%
IAN
894
Integrated Advisors Network
Texas
$282K +$23.2K +55 +9%
AC
895
Avestar Capital
New York
$282K +$24.4K +58 +9%
WHC
896
Wulff, Hansen & Co
California
$280K
BTI
897
Blue Trust Inc
Georgia
$279K +$218K +555 +356%
FMLI
898
Fukoku Mutual Life Insurance
Japan
$277K -$16.8K -40 -6%
KWM
899
Kingsview Wealth Management
Oregon
$274K +$52.2K +124 +23%
SC
900
Saybrook Capital
North Carolina
$271K