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Moody's
MCO

Overview Fund Activity

551 hedge funds and large institutions have $19.2B invested in Moody's in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 174 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-9
Holders Change %
-1.61%
% of All Funds
13.74%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.57%
New
56
Increased
174
Reduced
220
Closed
55
Calls
$100M
Puts
$65.8M
Net Calls
+$34.3M
Net Calls Change
-$20.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.1B
2
Harris Associates
Harris Associates
Illinois
+$379M
3
VVP
Vulcan Value Partners
Alabama
+$185M
4
ACM
AKRE Capital Management
Virginia
+$114M
5
TCI Fund Management
TCI Fund Management
United Kingdom
+$73.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$94.3M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$67.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$67.2M
5
JHIU
Janus Henderson Investors US
Colorado
-$60.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
251
Envestnet Asset Management
Illinois
$2.28M +$179K +1,594 +9%
PWM
252
Perigon Wealth Management
California
$2.24M – – –
MOACM
253
Mutual of America Capital Management
New York
$2.22M +$75.5K +674 +4%
LTFS
254
Ladenburg Thalmann Financial Services
Florida
$2.18M -$2.08M -18,585 -49%
FP
255
FDO Partners
Massachusetts
$2.17M +$2.17M +19,406 New
AAM
256
Advisors Asset Management
Colorado
$2.13M -$305K -2,719 -12%
SB
257
Suntrust Banks
Georgia
$2.13M -$273K -2,437 -11%
Bessemer Group
258
Bessemer Group
New Jersey
$2.11M – – –
LTI
259
Laffer Tengler Investments
Tennessee
$2.06M – – –
ZCM
260
Zebra Capital Management
Connecticut
$2.05M -$74.8K -668 -4%
Allianz Asset Management
261
Allianz Asset Management
Germany
$2.05M -$224K -2,000 -10%
WAM
262
World Asset Management
Michigan
$2.05M +$320K +2,857 +19%
CS
263
Candriam SCA
Luxembourg
$2.05M +$568K +5,066 +38%
WF
264
Welch & Forbes
Massachusetts
$2.01M -$42.8K -382 -2%
BF
265
BOK Financial
Oklahoma
$1.99M +$29.9K +267 +2%
Robeco Institutional Asset Management
266
Robeco Institutional Asset Management
Netherlands
$1.97M +$161K +1,436 +9%
OPERF
267
Oregon Public Employees Retirement Fund
Oregon
$1.96M – – –
CWM
268
CIBC World Markets
New York
$1.94M +$666K +5,942 +52%
PC
269
Polar Capital
United Kingdom
$1.93M -$567K -5,066 -23%
NMERB
270
New Mexico Educational Retirement Board
New Mexico
$1.89M -$112K -1,000 -6%
SAM
271
Securian Asset Management
Minnesota
$1.88M +$3.02K +27 +0.2%
AC
272
Addenda Capital
Quebec, Canada
$1.86M -$74.7K -667 -4%
AP
273
AHL Partners
United Kingdom
$1.84M -$2.17M -19,397 -54%
AL
274
Airain Ltd
Guernsey
$1.82M +$674K +6,016 +59%
KeyBank National Association
275
KeyBank National Association
Ohio
$1.81M +$336 +3 +0%
9 10
11
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