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Moody's
MCO

Overview Fund Activity

525 hedge funds and large institutions have $15.8B invested in Moody's in 2016 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 191 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
14.03%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.45%
New
47
Increased
171
Reduced
191
Closed
38
Calls
$21.6M
Puts
$24.1M
Net Calls
-$2.47M
Net Calls Change
+$723K

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$261M
2
Franklin Resources
Franklin Resources
California
+$88.3M
3
Marshall Wace
Marshall Wace
United Kingdom
+$51.4M
4
Principal Financial Group
Principal Financial Group
Iowa
+$46.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$434M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$151M
3
Ameriprise
Ameriprise
Minnesota
-$144M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$127M
5
Capital International Investors
Capital International Investors
California
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
TG
351
TLP Group
Illinois
$601K +$601K +6,416 New
CIA
352
Choate Investment Advisors
Massachusetts
$599K – – –
ESBC
353
E.S. Barr & Co
Kentucky
$595K – – –
AAS
354
Annex Advisory Services
Wisconsin
$592K -$14.7K -157 -2%
MC
355
Maverick Capital
Texas
$589K +$71.2K +760 +14%
IC
356
IKOS CIF
Cyprus
$573K +$573K +6,431 New
TMAM
357
Tokio Marine Asset Management
Japan
$563K -$41.4K -441 -7%
IG
358
ING Group
Netherlands
$562K +$197K +2,102 +54%
TU
359
TDAM USA
Ontario, Canada
$533K -$1.88K -20 -0.4%
LIA
360
LS Investment Advisors
Michigan
$520K +$51.5K +549 +11%
LSV Asset Management
361
LSV Asset Management
Illinois
$510K +$510K +5,450 New
TAM
362
Tocqueville Asset Management
New York
$507K – – –
MERSOM
363
Municipal Employees' Retirement System of Michigan
Michigan
$499K +$11.2K +120 +2%
Thrivent Financial for Lutherans
364
Thrivent Financial for Lutherans
Minnesota
$494K +$26.2K +280 +6%
Walleye Trading
365
Walleye Trading
New York
$481K +$384K +4,096 +395%
Twin Tree Management
366
Twin Tree Management
Texas
$480K +$219K +2,335 +84%
CA
367
Cornerstone Advisors
North Carolina
$469K – – –
Mariner
368
Mariner
Kansas
$458K +$458K +4,890 New
JPMPWA
369
J.P. Morgan Private Wealth Advisors
California
$452K +$250K +2,671 +124%
ISL
370
Ingalls & Snyder LLC
New York
$448K – – –
RAM
371
Redmond Asset Management
Virginia
$443K +$11.2K +120 +3%
WP
372
WMS Partners
Maryland
$422K +$422K +4,507 New
Federated Hermes
373
Federated Hermes
Pennsylvania
$417K -$4.78K -51 -1%
Janney Montgomery Scott
374
Janney Montgomery Scott
Pennsylvania
$416K +$416K +4,440 New
CFMC
375
Curbstone Financial Management Corp
New Hampshire
$412K – – –
13 14
15
16 17