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 %
CT
1051
Clearstead Trust
Maine
$27.8K
PH
1052
Pinnacle Holdings
Oklahoma
$27.4K +$27.4K +65 New
WAS
1053
Wesleyan Assurance Society
United Kingdom
$25K
AF
1054
Advisornet Financial
Minnesota
$24.8K +$2.11K +5 +9%
EBA
1055
Eagle Bay Advisors
New York
$24K +$5.05K +12 +27%
CJ
1056
Caitlin John
Michigan
$23.6K
GKIM
1057
GW&K Investment Management
Massachusetts
$23K +$1.7K +4 +8%
SS
1058
Sunbelt Securities
Texas
$22.7K
BWL
1059
Bogart Wealth LLC
Virginia
$22.7K
FMP
1060
Financial Management Professionals
Texas
$22K +$1.27K +3 +6%
DCP
1061
DSM Capital Partners
Florida
$20.2K
MAM
1062
Meeder Asset Management
Ohio
$20.2K +$842 +2 +4%
ADL
1063
Asset Dedication LLC
California
$19.8K
RTC
1064
Riverview Trust Company
Washington
$18.9K
WWP
1065
WR Wealth Planners
Missouri
$18.5K +$8K +19 +76%
FDCP
1066
Foster Dykema Cabot & Partners
Massachusetts
$17.9K
LFA
1067
LGT Financial Advisors
Texas
$17.7K +$17.7K +42 New
PWMG
1068
Private Wealth Management Group
New Jersey
$16K
CTA
1069
Colonial Trust Advisors
South Carolina
$16K -$1.69K -4 -10%
DWA
1070
Delos Wealth Advisors
Texas
$16K
S
1071
Sachetta
Massachusetts
$15.6K +$1.37K +3 +10%
AWM
1072
Abound Wealth Management
Tennessee
$15.3K +$851 +2 +6%
KPP
1073
Kings Path Partners
Texas
$14.3K +$14.3K +34 New
AWM
1074
Avior Wealth Management
Nebraska
$13.5K -$274K -652 -95%
SWS
1075
SYSTM Wealth Solutions
Illinois
$13.1K -$798K -1,887 -98%