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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 %
FT
326
Fiduciary Trust
Massachusetts
$1.23M 8,835 -383 -4%
FWCM
327
Ferguson Wellman Capital Management
Oregon
$1.23M 8,800 – –
DILIC
328
Dai-ichi Life Insurance Company
Japan
$1.22M 8,780 – –
LPT
329
Legacy Private Trust
Wisconsin
$1.22M 8,762 -3,027 -26%
Creative Planning
330
Creative Planning
Kansas
$1.21M 8,718 +892 +11%
GL
331
GLG LLC
New York
$1.11M 7,974 -742 -9%
SC
332
Saturna Capital
Washington
$1.07M 7,655 – –
BA
333
Bridgewater Associates
Connecticut
$1.07M 7,649 -4,562 -37%
SOADOR
334
State of Alaska Department of Revenue
Alaska
$1.06M 7,580 +5,490 +263%
WIA
335
Westbourne Investment Advisors
Maryland
$1.05M 7,506 -250 -3%
MGIA
336
Moneta Group Investment Advisors
Missouri
$1.04M 7,465 -235 -3%
GT
337
Glenmede Trust
Pennsylvania
$1.03M 7,397 -224 -3%
NB
338
Norinchukin Bank
Japan
$1.03M 7,395 +824 +13%
V
339
Veritable
Delaware
$1.03M 7,375 +110 +2%
CC
340
Cipher Capital
New York
$1.02M 7,310 +4,791 +190%
EGM
341
Engineers Gate Manager
New York
$986K 7,080 -5,946 -46%
OMCS
342
Old Mutual Customised Solutions
South Africa
$986K 7,086 – –
LMGAM
343
Liberty Mutual Group Asset Management
Massachusetts
$984K 7,071 -3,827 -35%
NO
344
Ninety One
South Africa
$981K 7,049 – –
Sands Capital Management
345
Sands Capital Management
Virginia
$981K 7,049 +225 +3%
HA
346
Harbor Advisors
Florida
$974K 7,000 – –
HCM
347
Howland Capital Management
Massachusetts
$974K 7,000 – –
B
348
Barings
North Carolina
$968K 6,955 – –
RG
349
Rathbones Group
United Kingdom
$962K 6,913 – –
RJFSA
350
Raymond James Financial Services Advisors
Florida
$920K 6,608 -156 -2%
12 13
14
15 16