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Moody's
MCO

Overview Fund Activity

505 hedge funds and large institutions have $20.4B invested in Moody's in 2014 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 158 increasing their positions, 176 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+36
Holders Change %
+7.68%
% of All Funds
13.48%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
73
Increased
158
Reduced
176
Closed
29
Calls
$18.5M
Puts
$74M
Net Calls
-$55.5M
Net Calls Change
-$26.6M

Top Buyers

1
AL
AJO LP
Pennsylvania
$200M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$260M
3
Ameriprise
Ameriprise
Minnesota
$168M
4
JHIU
Janus Henderson Investors US
Colorado
$153M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$71.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$853M
2
CIFMU
Childrens Investment Fund Management (UK)
United Kingdom
$853M
3
SA
SQ Advisors
Florida
$0
4
Morgan Stanley
Morgan Stanley
New York
$252M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$65.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
401
Wealthfront
California
$297K +$168K +1,751 +130%
CG
402
Clinton Group
New York
$296K +$296K +3,093 New
FBFS
403
First Business Financial Services
Wisconsin
$293K -$47.3K -493 -14%
BJL
404
Brighton Jones LLC
Washington
$292K – – –
JPMPWA
405
J.P. Morgan Private Wealth Advisors
California
$288K +$22.1K +231 +8%
FNB
406
First Niagara Bank
New York
$287K – – –
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$282K -$70.3K -735 -20%
CCA
408
Catalyst Capital Advisors
New York
$277K +$74.9K +781 +37%
P
409
Pitcairn
Pennsylvania
$275K +$275K +2,865 New
CAN
410
Cetera Advisor Networks
California
$272K -$2.41K -25 -0.9%
BIC
411
Bridges Investment Counsel
Nebraska
$268K – – –
PA
412
Pinnacle Associates
New York
$267K +$9.59K +100 +4%
RC
413
Roundview Capital
New Jersey
$266K – – –
OI
414
Oakbrook Investments
Illinois
$263K +$263K +2,750 New
PHK
415
Point72 Hong Kong
Hong Kong
$259K +$134K +1,396 +107%
QI
416
QS Investors
New York
$255K – – –
RCAG
417
Rehmann Capital Advisory Group
Michigan
$255K +$255K +2,661 New
Verition Fund Management
418
Verition Fund Management
Connecticut
$247K -$1.4M -14,671 -85%
CCMG
419
Clark Capital Management Group
Pennsylvania
$246K – – –
BG
420
Bahl & Gaynor
Ohio
$245K – – –
Koshinski Asset Management
421
Koshinski Asset Management
Illinois
$244K +$244K +2,549 New
GMIM
422
General Motors Investment Management
New York
$242K +$864 +9 +0.4%
GG
423
Gofen & Glossberg
Illinois
$241K +$3.55K +37 +1%
YMRC
424
Yorktown Management & Research Company
Virginia
$240K – – –
PGIM
425
Pacific Global Investment Management
California
$239K -$16.9K -176 -7%
15 16
17
18 19