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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 %
O
376
OppenheimerFunds
New York
$655K -$38.6K -277 -6%
WA
377
Waverly Advisors
Alabama
$647K – – –
RAM
378
Redmond Asset Management
Virginia
$647K +$18.8K +135 +3%
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$637K +$3.48K +25 +0.5%
MML Investors Services
380
MML Investors Services
Massachusetts
$635K +$112K +803 +21%
EOJOAM
381
E. Ohman J:or Asset Management
Sweden
$626K – – –
IRF
382
IBM Retirement Fund
New York
$621K – – –
ZIM
383
Zacks Investment Management
Illinois
$619K +$619K +4,444 New
Commonwealth Equity Services
384
Commonwealth Equity Services
Massachusetts
$618K -$423K -3,042 -41%
GXMC
385
Global X Management Company
New York
$614K +$9.05K +65 +1%
KRSITF
386
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$613K -$21.9K -157 -3%
W
387
Wealthfront
California
$603K +$72.9K +524 +14%
MERSOM
388
Municipal Employees' Retirement System of Michigan
Michigan
$597K -$150K -1,080 -20%
CC
389
ClearArc Capital
Ohio
$597K +$27.6K +198 +5%
CFMC
390
Curbstone Financial Management Corp
New Hampshire
$585K +$279K +2,000 +91%
Pacer Advisors
391
Pacer Advisors
Pennsylvania
$580K +$54.3K +390 +10%
CSIC
392
Clifford Swan Investment Counsel
California
$570K +$14.6K +105 +3%
PA
393
Profund Advisors
Maryland
$569K -$14.2K -102 -2%
TAM
394
Tyers Asset Management
Texas
$548K -$42.9K -308 -7%
N
395
Natixis
France
$548K +$548K +3,938 New
GS
396
GAM Systematic
United Kingdom
$547K +$547K +3,927 New
BFM
397
Boothbay Fund Management
New York
$542K +$209K +1,501 +63%
MC
398
Menta Capital
California
$542K +$542K +3,894 New
Tudor Investment Corp
399
Tudor Investment Corp
Connecticut
$535K +$157K +1,127 +41%
CI
400
Conning Inc
Connecticut
$524K -$1.39K -10 -0.3%
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