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Moody's
MCO

Overview Fund Activity

406 hedge funds and large institutions have $16.2B invested in Moody's in 2013 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+7
Holders Change %
+1.75%
% of All Funds
13.17%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
47
Increased
114
Reduced
176
Closed
37
Calls
$39.8M
Puts
$58M
Net Calls
-$18.2M
Net Calls Change
-$16.6M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$262M
2
CIFMU
2
Childrens Investment Fund Management (UK)
United Kingdom
$654M
3
EPCM
3
Eton Park Capital Management
New York
$141M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$125M
5
Capital World Investors
5
Capital World Investors
California
$1.24B

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$268M
2
MCM
2
Marsico Capital Management
Colorado
$0
3
O
3
OppenheimerFunds
New York
$21.1M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$0
5
MAA
5
Managed Account Advisors
New Jersey
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
301
Gamble Jones Investment Counsel
California
$400K +$400K +5,687 New
BC
302
Brinker Capital
Pennsylvania
$395K +$12.5K +178 +3%
SFP
303
Santa Fe Partners
New Mexico
$394K +$394K +5,599 New
Rafferty Asset Management
304
Rafferty Asset Management
New York
$384K -$187K -2,655 -33%
WFM
305
Wilmington Funds Management
Delaware
$383K – – –
DL
306
Delta Lloyd
Netherlands
$367K – – –
HA
307
Halsey Associates
Connecticut
$366K -$28.2K -400 -7%
JG
308
Jefferies Group
New York
$363K -$805K -11,425 -69%
TAS
309
TIFF Advisory Services
Pennsylvania
$359K – – –
PAM
310
PartnerRe Asset Management
Connecticut
$348K -$45.9K -652 -12%
Creative Planning
311
Creative Planning
Kansas
$345K +$42.2K +600 +14%
TRCT
312
Tower Research Capital (TRC)
New York
$344K +$132K +1,873 +62%
BTW
313
Boston Trust Walden
Massachusetts
$340K -$21.1K -300 -6%
ISL
314
Ingalls & Snyder LLC
New York
$336K – – –
MYLI
315
Meiji Yasuda Life Insurance
Japan
$333K -$1.97K -28 -0.6%
CI
316
Conning Inc
Connecticut
$333K +$15.5K +220 +5%
EOJOAM
317
E. Ohman J:or Asset Management
Sweden
$331K – – –
RHJA
318
Rice Hall James & Associates
California
$329K – – –
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
$316K -$154K -2,200 -33%
QI
320
QS Investors
New York
$309K -$3.2M -45,600 -91%
JIP
321
Jaffetilchin Investment Partners
Florida
$307K +$307K +4,359 New
Dodge & Cox
322
Dodge & Cox
California
$302K – – –
JAFL
323
Jay A. Fishman Ltd
Michigan
$297K – – –
HIM
324
Hillsdale Investment Management
Ontario, Canada
$297K -$105K -1,500 -26%
Truist Financial
325
Truist Financial
North Carolina
$295K -$258K -3,668 -47%
11 12
13
14 15