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 %
EPW
1001
Evergreen Private Wealth
Colorado
$107K
HGA
1002
Hobbs Group Advisors
South Carolina
$106K +$106K +251 New
NSIM
1003
North Star Investment Management
Illinois
$103K
SIS
1004
Sound Income Strategies
Florida
$97.7K
TFM
1005
TFC Financial Management
Massachusetts
$97.2K
ZB
1006
Zions Bancorporation
Utah
$96.8K -$1.26K -3 -1%
DMBA
1007
Deseret Mutual Benefit Administrators
Utah
$90.9K
ATPW
1008
Ashton Thomas Private Wealth
Arizona
$89.2K -$162K -385 -64%
HFM
1009
Harvest Fund Management
China
$89K
SSB
1010
Sandy Spring Bank
Maryland
$88.6K +$15.6K +37 +21%
MRCM
1011
M&R Capital Management
New Jersey
$84.2K
MLA
1012
MB, Levis & Associates
Pennsylvania
$84.2K
RCM
1013
Raleigh Capital Management
North Carolina
$84.2K +$12.2K +29 +17%
AGWCA
1014
Annis Gardner Whiting Capital Advisors
Florida
$77.9K +$842 +2 +1%
CMP
1015
Coston McIsaac & Partners
Maine
$76K
T
1016
TOBAM
France
$73K +$20.3K +48 +38%
CFFP
1017
Center for Financial Planning
Michigan
$66.5K
SOW
1018
State of Wyoming
Wyoming
$66.1K -$2.11K -5 -3%
SCM
1019
Silvant Capital Management
Georgia
$66.1K
PGAM
1020
Princeton Global Asset Management
New Jersey
$64.8K
TF
1021
Tompkins Financial
New York
$63.1K
TFIPS
1022
Towarzystwo Funduszy Inwestycyjnych PZU SA
$63.1K
EC
1023
EntryPoint Capital
New York
$61.5K +$21K +50 +52%
GCGDR
1024
Geo Capital Gestora de Recursos
Brazil
$59K -$1.69K -4 -3%
MB
1025
Mizuho Bank
Japan
$58.9K +$58.9K +140 New