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Moody's
MCO

Overview Fund Activity

430 hedge funds and large institutions have $15.5B invested in Moody's in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 181 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+24
Holders Change %
+5.91%
% of All Funds
12.49%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
60
Increased
118
Reduced
181
Closed
34
Calls
$48.3M
Puts
$78.7M
Net Calls
-$30.4M
Net Calls Change
-$12.2M

Top Buyers

1
MG
1
Meritage Group
California
$184M
2
DDC
2
DF Dent & Co
Maryland
$89.4M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$227M
4
JCAM
4
Jericho Capital Asset Management
New York
$126M
5
Morgan Stanley
5
Morgan Stanley
New York
$375M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$13.3M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$284M
3
JHIU
3
Janus Henderson Investors US
Colorado
$162M
4
SCA
4
Southpoint Capital Advisors
New York
$58.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIC
351
Lodestar Investment Counsel
Illinois
$253K – – –
WTC
352
WhitTier Trust Company
Nevada
$246K – – –
IIC
353
Ironwood Investment Counsel
Arizona
$244K +$244K +3,104 New
Commonwealth Equity Services
354
Commonwealth Equity Services
Massachusetts
$237K +$237K +3,020 New
FNB
355
First Niagara Bank
New York
$235K – – –
BC
356
Burney Company
Virginia
$233K – – –
PI
357
Placemark Investments
Illinois
$231K +$231K +2,955 New
Verition Fund Management
358
Verition Fund Management
Connecticut
$222K +$222K +2,825 New
MA
359
MUFG Americas
New York
$221K +$212K +2,700 +2,348%
BIC
360
Bridges Investment Counsel
Nebraska
$220K +$220K +2,800 New
RC
361
Roundview Capital
New Jersey
$218K +$218K +2,779 New
GG
362
Gofen & Glossberg
Illinois
$217K +$217K +2,766 New
Bank of Nova Scotia
363
Bank of Nova Scotia
Ontario, Canada
$208K +$208K +2,657 New
CCMG
364
Clark Capital Management Group
Pennsylvania
$206K -$1.63M -20,792 -89%
G
365
GlobalBridge
Minnesota
$206K +$206K +2,625 New
FBFS
366
First Business Financial Services
Wisconsin
$205K +$205K +2,607 New
DekaBank Deutsche Girozentrale
367
DekaBank Deutsche Girozentrale
Germany
$204K +$107K +1,383 +111%
UCFA
368
United Capital Financial Advisors
Texas
$204K +$204K +2,600 New
BG
369
Bahl & Gaynor
Ohio
$201K +$201K +2,560 New
PAM
370
Princeton Alpha Management
New Jersey
$201K +$201K +2,560 New
ACM
371
Apex Capital Management
Ohio
$201K +$201K +2,561 New
NPF
372
Norris Perne & French
Michigan
$200K +$200K +2,550 New
PBT
373
Pictet Bank & Trust
Bahamas
$200K +$200K +2,550 New
MCM
374
Munder Capital Management
Michigan
$188K – – –
OMCS
375
Old Mutual Customised Solutions
South Africa
$188K – – –
13 14
15
16 17