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Moody's
MCO

Overview Fund Activity

575 hedge funds and large institutions have $23.5B invested in Moody's in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 173 increasing their positions, 215 reducing their positions, and 28 closing their positions.

Holders
575
Holders Change
+30
Holders Change %
+5.5%
% of All Funds
14.36%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
65
Increased
173
Reduced
215
Closed
28
Calls
$17.8M
Puts
$73.3M
Net Calls
-$55.5M
Net Calls Change
-$69.7M

Top Buyers

1
RCWMU
1
Rothschild & Co Wealth Management (UK)
United Kingdom
$71.3M
2
Invesco
2
Invesco
Georgia
$129M
3
Morgan Stanley
3
Morgan Stanley
New York
$286M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$88.5M
5
MG
5
Meritage Group
California
$168M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$39.5M
3
Select Equity Group
3
Select Equity Group
New York
$34.5M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$828M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$757M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Asset Management
301
BNP Paribas Asset Management
France
$1.66M 11,937 +2,905 +32%
SIM
302
Sentry Investment Management
Wisconsin
$1.65M 11,836 – –
PAM
303
Panagora Asset Management
Massachusetts
$1.62M 11,614 +1,572 +16%
Verition Fund Management
304
Verition Fund Management
Connecticut
$1.58M 11,356 +11,356 New
HAI
305
Hennessy Advisors Inc
California
$1.53M 11,000 -500 -4%
SI
306
Scharf Investments
California
$1.53M 11,000 – –
HighTower Advisors
307
HighTower Advisors
Illinois
$1.53M 10,971 +671 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
308
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.49M 10,622 +200 +2%
LFAS
309
Level Four Advisory Services
Texas
$1.48M 10,613 +5,407 +104%
CSS
310
Cubist Systematic Strategies
Connecticut
$1.46M 10,507 +10,507 New
GIA
311
Gateway Investment Advisers
Ohio
$1.46M 10,485 -244 -2%
LSERS
312
Louisiana State Employees Retirement System
Louisiana
$1.45M 10,400 +100 +1%
WBC
313
Westpac Banking Corp
Australia
$1.45M 10,389 -381 -4%
BPCE
314
Bank Pictet & Cie (Europe)
Germany
$1.45M 10,377 +768 +8%
KRS
315
Kentucky Retirement Systems
Kentucky
$1.42M 10,219 -450 -4%
ERSOT
316
Employees Retirement System of Texas
Texas
$1.39M 10,000 – –
CA
317
Cornerstone Advisors
North Carolina
$1.39M 10,000 +6,000 +150%
PG
318
PEAK6 Group
Illinois
$1.39M 9,982 -18,125 -64%
ABC
319
Associated Banc-Corp
Wisconsin
$1.32M 9,467 +150 +2%
EI
320
Elkhorn Investments
Illinois
$1.3M 9,356 +9,356 New
WT
321
Whittier Trust
California
$1.3M 9,320 +27 +0.3%
HNB
322
Huntington National Bank
Ohio
$1.28M 9,211 -514 -5%
BEC
323
Blue Edge Capital
Virginia
$1.28M 9,197 -67 -0.7%
GKFF
324
George Kaiser Family Foundation
Oklahoma
$1.28M 9,181 – –
GF
325
Gabelli Funds
New York
$1.25M 9,000 – –
11 12
13
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