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Moody's
MCO

Overview Fund Activity

525 hedge funds and large institutions have $19.9B invested in Moody's in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 170 increasing their positions, 201 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+8
Holders Change %
+1.55%
% of All Funds
13.79%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.58%
New
55
Increased
170
Reduced
201
Closed
43
Calls
$25.8M
Puts
$71.9M
Net Calls
-$46.1M
Net Calls Change
-$24.5M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
$250M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$203M
3
RFC
Russell Frank Company
Washington
$204M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$133M
5
BCM
Bares Capital Management
Texas
$63.9M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$1.64B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$303M
3
Capital World Investors
Capital World Investors
California
$324M
4
TCIM
TIAA CREF Investment Management
New York
$127M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
326
Princeton Alpha Management
New Jersey
$846K -$40.4K -402 -5%
BCM
327
BlueCrest Capital Management
Jersey
$840K +$840K +8,369 New
QT
328
Quantbot Technologies
New York
$839K +$102K +1,022 +14%
TSW
329
Thompson Siegel & Walmsley
Virginia
$803K +$803K +8,000 New
Robeco Institutional Asset Management
330
Robeco Institutional Asset Management
Netherlands
$795K -$263K -2,623 -25%
MGIA
331
Moneta Group Investment Advisors
Missouri
$773K – – –
SC
332
Saturna Capital
Washington
$768K – – –
Creative Planning
333
Creative Planning
Kansas
$759K +$68.6K +684 +10%
Canada Pension Plan Investment Board
334
Canada Pension Plan Investment Board
Ontario, Canada
$752K -$23M -229,300 -97%
Federated Hermes
335
Federated Hermes
Pennsylvania
$729K -$46K -458 -6%
BPCE
336
Bank Pictet & Cie (Europe)
Germany
$721K – – –
Citigroup
337
Citigroup
New York
$711K -$336K -3,344 -32%
GCA
338
Gideon Capital Advisors
New York
$708K +$708K +7,059 New
NO
339
Ninety One
South Africa
$707K – – –
HCM
340
Howland Capital Management
Massachusetts
$702K – – –
LPL Financial
341
LPL Financial
California
$692K +$326K +3,310 +89%
BC
342
Brinker Capital
Pennsylvania
$684K +$684K +6,812 New
DekaBank Deutsche Girozentrale
343
DekaBank Deutsche Girozentrale
Germany
$678K -$68K -671 -9%
RG
344
Rathbones Group
United Kingdom
$648K – – –
WSFS
345
Wilmington Savings Fund Society
Delaware
$646K – – –
KRSITF
346
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$646K +$62.2K +620 +11%
V
347
Veritable
Delaware
$626K -$3.81K -38 -0.6%
AAS
348
Annex Advisory Services
Wisconsin
$617K +$62K +618 +11%
SLG
349
Stanley-Laman Group
Pennsylvania
$594K +$594K +5,921 New
TU
350
TDAM USA
Ontario, Canada
$579K -$27.5K -274 -5%
12 13
14
15 16