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Moody's
MCO

Overview Fund Activity

525 hedge funds and large institutions have $19.9B invested in Moody's in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 170 increasing their positions, 201 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+8
Holders Change %
+1.55%
% of All Funds
13.79%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.58%
New
55
Increased
170
Reduced
201
Closed
43
Calls
$25.8M
Puts
$71.9M
Net Calls
-$46.1M
Net Calls Change
-$24.5M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
$250M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$203M
3
RFC
Russell Frank Company
Washington
$204M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$133M
5
BCM
Bares Capital Management
Texas
$63.9M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$1.64B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$303M
3
Capital World Investors
Capital World Investors
California
$324M
4
TCIM
TIAA CREF Investment Management
New York
$127M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
401
Park National Corp
Ohio
$335K – – –
AIP
402
Ameritas Investment Partners
Nebraska
$333K – – –
Dodge & Cox
403
Dodge & Cox
California
$331K – – –
Bank of Nova Scotia
404
Bank of Nova Scotia
Ontario, Canada
$324K -$8.03K -80 -2%
LIC
405
Lodestar Investment Counsel
Illinois
$324K – – –
FA
406
FDx Advisors
Illinois
$323K -$126K -1,255 -28%
Two Sigma Advisers
407
Two Sigma Advisers
New York
$318K -$633K -6,305 -67%
FBFS
408
First Business Financial Services
Wisconsin
$313K -$41.4K -412 -12%
IIC
409
Ironwood Investment Counsel
Arizona
$311K – – –
BJL
410
Brighton Jones LLC
Washington
$306K -$1.7K -17 -0.6%
BOTW
411
Bank of the West
California
$301K -$753K -7,500 -71%
FNB
412
First Niagara Bank
New York
$301K – – –
Pacer Advisors
413
Pacer Advisors
Pennsylvania
$299K +$299K +2,975 New
BG
414
Bahl & Gaynor
Ohio
$297K – – –
QI
415
QS Investors
New York
$289K +$2.41K +24 +0.8%
WAM
416
Wealthspire Advisors (Maryland)
Maryland
$287K +$287K +2,860 New
RC
417
Roundview Capital
New Jersey
$282K – – –
RB
418
Rodgers Brothers
Pennsylvania
$276K +$50.2K +500 +22%
BHIA
419
Birch Hill Investment Advisors
Massachusetts
$271K – – –
CCMG
420
Clark Capital Management Group
Pennsylvania
$257K – – –
LP
421
LMR Partners
United Kingdom
$254K -$515K -5,140 -67%
PGIM
422
Pacific Global Investment Management
California
$254K – – –
GG
423
Gofen & Glossberg
Illinois
$252K – – –
YMRC
424
Yorktown Management & Research Company
Virginia
$251K – – –
CC
425
Cadinha & Co
Hawaii
$251K +$251K +2,500 New
15 16
17
18 19