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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.

New
Increased
Maintained
Reduced
Closed
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
Rothschild & Co Wealth Management (UK)
United Kingdom
$71.3M
2
Invesco
Invesco
Georgia
$129M
3
Morgan Stanley
Morgan Stanley
New York
$286M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$88.5M
5
MG
Meritage Group
California
$168M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
$39.5M
3
Select Equity Group
Select Equity Group
New York
$34.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$828M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$757M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
351
Thrivent Financial for Lutherans
Minnesota
$917K +$43.1K +310 +5%
CI
352
Cigna Investments
Connecticut
$899K -$6.27K -45 -0.7%
CIA
353
Choate Investment Advisors
Massachusetts
$889K – – –
ESBC
354
E.S. Barr & Co
Kentucky
$887K – – –
Truist Financial
355
Truist Financial
North Carolina
$870K +$870K +6,248 New
NA
356
Neuburgh Advisers
California
$847K -$66.2K -476 -7%
Schroder Investment Management Group
357
Schroder Investment Management Group
United Kingdom
$846K +$846K +6,100 New
JPMPWA
358
J.P. Morgan Private Wealth Advisors
California
$842K +$443K +3,181 +111%
CAS
359
Cue Advisory Services
Arizona
$821K -$95.3K -685 -10%
WSFS
360
Wilmington Savings Fund Society
Delaware
$818K -$70.5K -507 -8%
RIM
361
Regent Investment Management
Kentucky
$757K -$367K -2,637 -33%
CCG
362
Cypress Capital Group
Florida
$757K -$4.18K -30 -0.5%
LP
363
LMR Partners
United Kingdom
$752K -$364K -2,615 -33%
EMG
364
Ellington Management Group
Connecticut
$752K +$752K +5,400 New
IG
365
ING Group
Netherlands
$746K +$746K +5,361 New
TAM
366
Tocqueville Asset Management
New York
$725K -$27.9K -200 -4%
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$720K +$22.8K +164 +3%
FCM
368
Flinton Capital Management
Pennsylvania
$698K -$54.6K -392 -7%
GT
369
Glenview Trust
Kentucky
$696K – – –
FBFS
370
First Business Financial Services
Wisconsin
$692K +$58.2K +418 +9%
CA
371
Commerzbank Aktiengesellschaft
Germany
$690K +$690K +4,953 New
Capital Fund Management (CFM)
372
Capital Fund Management (CFM)
France
$681K +$681K +4,895 New
II
373
IFM Investors
Australia
$673K +$7.8K +56 +1%
ISL
374
Ingalls & Snyder LLC
New York
$666K – – –
RCM
375
Riverhead Capital Management
Delaware
$659K -$55.7K -400 -8%
13 14
15
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