1,122 hedge funds and large institutions have $64.9B invested in Moody's in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 408 increasing their positions, 393 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+29
Holders Change %
+2.65%
% of All Funds
16.27%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.58%
New
114
Increased
408
Reduced
393
Closed
72
Calls
$77.8M
Puts
$77.7M
Net Calls
+$51K
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
1051
Versant Capital Management
Arizona
$13.8K
RFG
1052
REAP Financial Group
Texas
$13.6K +$1.16K +3 +9%
AWM
1053
Abound Wealth Management
Tennessee
$13.5K
S
1054
Sachetta
Massachusetts
$12.1K
SVCP
1055
Silicon Valley Capital Partners
California
$11.9K
MFT
1056
Moisand Fitzgerald Tamayo
Florida
$11K
AP
1057
Aspect Partners
Virginia
$10.6K
LB
1058
Legacy Bridge
Iowa
$9.83K
WWP
1059
WR Wealth Planners
Missouri
$9.83K +$9.83K +25 New
RWA
1060
Redmont Wealth Advisors
Illinois
$9.43K +$9.43K +24 New
LI
1061
LRI Investments
Florida
$9.43K +$9.43K +24 New
CWC
1062
Carolinas Wealth Consulting
North Carolina
$9.04K -$41.7K -106 -82%
LCM
1063
Logan Capital Management
Pennsylvania
$9.04K -$2.36K -6 -21%
NC
1064
NewSquare Capital
Pennsylvania
$9.04K
GWSG
1065
GPS Wealth Strategies Group
Colorado
$7.71K
FWM
1066
FSA Wealth Management
Massachusetts
$7.08K
VNA
1067
Valley National Advisers
Pennsylvania
$7K -$1.47K -4 -17%
AW
1068
Avion Wealth
Texas
$7K -$438 -1 -6%
CFD
1069
Creative Financial Designs
Indiana
$6.81K
AIC
1070
Archer Investment Corporation
Indiana
$6.68K
FFO
1071
Fortitude Family Office
Arizona
$6.68K
FFA
1072
Frazier Financial Advisors
Ohio
$6.29K
HIA
1073
Harbor Investment Advisory
Maryland
$6.29K
TSWM
1074
Tyler-Stone Wealth Management
Ohio
$6.29K
AT
1075
Avalon Trust
New Mexico
$5.9K