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Moody's
MCO

Overview Fund Activity

517 hedge funds and large institutions have $19.3B invested in Moody's in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 184 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+11
Holders Change %
+2.17%
% of All Funds
14.45%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.53%
New
57
Increased
184
Reduced
169
Closed
44
Calls
$13.3M
Puts
$34.9M
Net Calls
-$21.7M
Net Calls Change
-$44.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$59.6M
2
PPA
Parametric Portfolio Associates
Washington
$72.1M
3
Deutsche Bank
Deutsche Bank
Germany
$203M
4
Renaissance Technologies
Renaissance Technologies
New York
$46.2M
5
Credit Agricole
Credit Agricole
France
$50.5M

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
$87M
2
William Blair & Company
William Blair & Company
Illinois
$25.3M
3
Goldman Sachs
Goldman Sachs
New York
$50.5M
4
Capital World Investors
Capital World Investors
California
$448M
5
DSA
Davis Selected Advisers
Arizona
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
351
Creative Planning
Kansas
$676K +$676K +6,881 New
AB
352
Amalgamated Bank
New York
$660K +$22.2K +226 +3%
WSFS
353
Wilmington Savings Fund Society
Delaware
$633K -$236K -2,400 -27%
CIA
354
Choate Investment Advisors
Massachusetts
$627K – – –
Baird Financial Group
355
Baird Financial Group
Wisconsin
$617K -$231K -2,355 -27%
V
356
Veritable
Delaware
$616K +$8.64K +88 +1%
TI
357
Trexquant Investment
Connecticut
$608K +$608K +6,200 New
TU
358
TDAM USA
Ontario, Canada
$593K – – –
AI
359
Atria Investments
North Carolina
$578K -$270K -2,755 -32%
KRSITF
360
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$572K +$1.87K +19 +0.3%
TAM
361
Tocqueville Asset Management
New York
$564K -$8.34K -85 -1%
AAS
362
Annex Advisory Services
Wisconsin
$543K +$128K +1,304 +31%
GS
363
GAM Systematic
United Kingdom
$521K -$165K -1,681 -24%
MERSOM
364
Municipal Employees' Retirement System of Michigan
Michigan
$514K -$6.88K -70 -1%
American Century Companies
365
American Century Companies
Missouri
$512K -$8.83K -90 -2%
LPT
366
Legacy Private Trust
Wisconsin
$508K +$508K +5,175 New
Fuller & Thaler Asset Management
367
Fuller & Thaler Asset Management
California
$506K -$324K -3,300 -39%
OPCM
368
Osborne Partners Capital Management
California
$491K – – –
CA
369
Cornerstone Advisors
North Carolina
$491K +$491K +5,000 New
LIA
370
LS Investment Advisors
Michigan
$486K +$26.1K +266 +6%
JIR
371
James Investment Research
Ohio
$479K -$54K -550 -10%
ZCM
372
Zebra Capital Management
Connecticut
$478K +$478K +4,864 New
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
$476K +$24.5K +250 +5%
ISL
374
Ingalls & Snyder LLC
New York
$469K – – –
CS
375
Candriam SCA
Luxembourg
$462K +$56.2K +573 +14%
13 14
15
16 17