1,286 hedge funds and large institutions have $77.4B invested in Moody's in 2024 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 434 increasing their positions, 446 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+94
Holders Change %
+7.89%
% of All Funds
17.12%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
181
Increased
434
Reduced
446
Closed
63
Calls
$117M
Puts
$117M
Net Calls
+$497K
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
1101
Hexagon Capital Partners
Arkansas
$141K -$12.8K -27 -8%
EB
1102
Eastern Bank
Massachusetts
$140K
BTI
1103
Blue Trust Inc
Georgia
$134K -$569K -1,202 -81%
GWM
1104
Geneos Wealth Management
Colorado
$133K +$4.73K +10 +4%
SOW
1105
State of Wyoming
Wyoming
$126K +$126K +267 New
RMC
1106
Resources Management Corp
Connecticut
$126K
EPW
1107
Evergreen Private Wealth
Colorado
$122K +$474 +1 +0.4%
MAM
1108
Morse Asset Management
Connecticut
$122K +$122K +258 New
AF
1109
Advisornet Financial
Minnesota
$121K -$13.3K -28 -10%
YAL
1110
Your Advocates Ltd
Texas
$120K -$22.2K -47 -16%
NSIM
1111
North Star Investment Management
Illinois
$116K
SIS
1112
Sound Income Strategies
Florida
$111K -$1.42K -3 -1%
VCM
1113
Versant Capital Management
Arizona
$110K +$74.3K +157 +207%
AIM
1114
Acropolis Investment Management
Missouri
$108K
TFM
1115
TFC Financial Management
Massachusetts
$102K -$7.1K -15 -6%
Group One Trading
1116
Group One Trading
Illinois
$101K -$660K -1,395 -87%
CSPIA
1117
Cary Street Partners Investment Advisory
Virginia
$100K -$177K -374 -64%
RCM
1118
Raleigh Capital Management
North Carolina
$98.1K -$3.79K -8 -4%
MLA
1119
MB, Levis & Associates
Pennsylvania
$94.7K
DMBA
1120
Deseret Mutual Benefit Administrators
Utah
$91.8K -$7.57K -16 -8%
KIM
1121
Kestra Investment Management
Texas
$90.2K +$90.2K +191 New
SSB
1122
Sandy Spring Bank
Maryland
$87.8K +$5.67K +12 +7%
CMP
1123
Coston McIsaac & Partners
Maine
$85K
MIHAS
1124
Maj Invest Holding A/S
Denmark
$85K +$85K +180 New
LFA
1125
LGT Financial Advisors
Texas
$82.8K +$82.8K +175 New