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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 %
JIM
376
Jensen Investment Management
Oregon
$408K -$15K -160 -4%
FBFS
377
First Business Financial Services
Wisconsin
$404K -$25.1K -268 -6%
CI
378
Conning Inc
Connecticut
$404K -$937 -10 -0.2%
PA
379
Profund Advisors
Maryland
$399K +$31.7K +338 +9%
GAM
380
Gotham Asset Management
New York
$396K +$187K +1,992 +89%
DTL
381
Dynamic Technology Lab
Singapore
$394K +$50.3K +537 +15%
CC
382
ClearArc Capital
Ohio
$385K -$749 -8 -0.2%
MSV
383
MN Services Vermogensbeheer
Netherlands
$377K – – –
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$371K +$47.2K +503 +15%
UCFA
385
United Capital Financial Advisors
Texas
$369K -$41.2K -438 -10%
RHJA
386
Rice Hall James & Associates
California
$368K – – –
CSIC
387
Clifford Swan Investment Counsel
California
$361K – – –
PI
388
Putnam Investments
Massachusetts
$359K – – –
HA
389
Halsey Associates
Connecticut
$347K – – –
LRIC
390
Long Road Investment Counsel
Michigan
$347K – – –
EOJOAM
391
E. Ohman J:or Asset Management
Sweden
$347K – – –
B
392
Barings
North Carolina
$343K -$995K -10,600 -74%
WTC
393
WhitTier Trust Company
Nevada
$342K – – –
TRCT
394
Tower Research Capital (TRC)
New York
$342K +$342K +3,649 New
JAFL
395
Jay A. Fishman Ltd
Michigan
$340K – – –
SCM
396
Southport Capital Management
Tennessee
$338K – – –
Commonwealth Equity Services
397
Commonwealth Equity Services
Massachusetts
$333K +$2.53K +27 +0.8%
O
398
OppenheimerFunds
New York
$328K -$26.8K -286 -8%
HCM
399
Harvest Capital Management
New Hampshire
$324K – – –
Bank of Nova Scotia
400
Bank of Nova Scotia
Ontario, Canada
$320K +$17.8K +190 +6%
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16
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