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 %
FFO
1076
Fortitude Family Office
Arizona
$13K +$5.89K +14 +82%
MWA
1077
MFA Wealth Advisors
Pennsylvania
$13K +$13K +31 New
RFG
1078
REAP Financial Group
Texas
$12.9K -$1.66K -4 -11%
SVCP
1079
Silicon Valley Capital Partners
California
$12.7K
MFT
1080
Moisand Fitzgerald Tamayo
Florida
$11.8K
TSMHT
1081
Thurston Springer Miller Herd & Titak
Indiana
$11.8K +$11.8K +28 New
AP
1082
Aspect Partners
Virginia
$11.4K
MHR
1083
Matthew Hamilton Rosenberg
$11K +$11K +26 New
PPC
1084
Park Place Capital
Alabama
$10.9K -$5.89K -14 -35%
LB
1085
Legacy Bridge
Iowa
$10.5K
QL
1086
Quarry LP
New York
$10.5K -$7.16K -17 -40%
RWA
1087
Redmont Wealth Advisors
Illinois
$10.1K
FCG
1088
Financial Connections Group
California
$10K +$10K +25 New
LCM
1089
Logan Capital Management
Pennsylvania
$9.68K
PCWA
1090
Pacific Capital Wealth Advisors
California
$9.68K +$3.79K +9 +64%
CWC
1091
Carolinas Wealth Consulting
North Carolina
$9.26K -$421 -1 -4%
AW
1092
Avion Wealth
Texas
$9K +$2.74K +7 +44%
HIA
1093
Harbor Investment Advisory
Maryland
$7.58K +$842 +2 +13%
LFG
1094
Larson Financial Group
Missouri
$7.45K +$1.66K +4 +29%
CFD
1095
Creative Financial Designs
Indiana
$7.31K
AIC
1096
Archer Investment Corporation
Indiana
$7.16K
VNA
1097
Valley National Advisers
Pennsylvania
$7K -$389 -1 -5%
FFA
1098
Frazier Financial Advisors
Ohio
$6.74K
TSWM
1099
Tyler-Stone Wealth Management
Ohio
$6.74K
FPF
1100
First Pacific Financial
Washington
$6.74K +$6.74K +16 New