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 %
ATC
1026
Advantage Trust Company
Kansas
$56K
BIA
1027
Bell Investment Advisors
California
$55.1K
DJSG
1028
D.J. St. Germain
Massachusetts
$54.7K
FMII
1029
Farmers & Merchants Investments Inc
Nebraska
$54.3K
ACA
1030
Atlas Capital Advisors
Wyoming
$53.9K -$2.53K -6 -4%
HH
1031
HWG Holdings
Texas
$53.5K +$53.5K +127 New
PMFA
1032
Plante Moran Financial Advisors
Michigan
$52.6K
AWM
1033
Atticus Wealth Management
Florida
$48.4K -$12.6K -30 -21%
GWM
1034
Geneos Wealth Management
Colorado
$48.4K +$4.63K +11 +11%
CSB
1035
City State Bank
Iowa
$44.6K
AA
1036
Ancora Advisors
Ohio
$43.1K
CWM
1037
Compass Wealth Management
Connecticut
$42.9K
MCM
1038
MV Capital Management
Maryland
$42.5K +$842 +2 +2%
RA
1039
Rise Advisors
New York
$38K
CAS
1040
Coppell Advisory Solutions
Texas
$37.5K +$37.5K +89 New
SWM
1041
Spire Wealth Management
Virginia
$36.6K -$8.42K -20 -19%
SWM
1042
Sugarloaf Wealth Management
Georgia
$36.6K
OAJ
1043
Ogorek Anthony Joseph
New York
$35K
OIAM
1044
OFI Invest Asset Management
France
$34.2K +$3.14K +8 +10%
C
1045
Covestor
United Kingdom
$34K -$57.5K -137 -63%
WPA
1046
West Paces Advisors
Georgia
$31.6K
VCM
1047
Versant Capital Management
Arizona
$31.6K +$16.8K +40 +114%
BEI
1048
Benjamin Edwards Inc
Missouri
$30K +$3.38K +8 +13%
OC
1049
Oakworth Capital
Alabama
$29.5K
JWA
1050
JFS Wealth Advisors
Pennsylvania
$28.6K -$421 -1 -1%