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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 %
Pacer Advisors
401
Pacer Advisors
Pennsylvania
$320K +$28.9K +309 +10%
PNC
402
Park National Corp
Ohio
$314K +$657 +7 +0.2%
AIP
403
Ameritas Investment Partners
Nebraska
$311K – – –
Dodge & Cox
404
Dodge & Cox
California
$309K – – –
W
405
Wealthfront
California
$304K +$78.9K +841 +35%
IIC
406
Ironwood Investment Counsel
Arizona
$291K – – –
Two Sigma Advisers
407
Two Sigma Advisers
New York
$288K -$337K -3,600 -54%
GCP
408
GSA Capital Partners
United Kingdom
$282K -$774K -8,255 -73%
AIM
409
Anchor Investment Management
South Carolina
$281K – – –
BOTW
410
Bank of the West
California
$281K – – –
OPCM
411
Osborne Partners Capital Management
California
$281K – – –
FNB
412
First Niagara Bank
New York
$281K – – –
BG
413
Bahl & Gaynor
Ohio
$277K – – –
LOAME
414
Lombard Odier Asset Management (Europe)
United Kingdom
$271K +$271K +2,889 New
WAM
415
Wealthspire Advisors (Maryland)
Maryland
$267K +$281 +3 +0.1%
BIC
416
Bridges Investment Counsel
Nebraska
$262K – – –
RB
417
Rodgers Brothers
Pennsylvania
$258K – – –
LIC
418
Lodestar Investment Counsel
Illinois
$254K -$48.7K -520 -16%
QI
419
QS Investors
New York
$250K -$19.6K -209 -7%
BJL
420
Brighton Jones LLC
Washington
$249K -$6.93K -74 -3%
HighTower Advisors
421
HighTower Advisors
Illinois
$246K -$1.02M -10,897 -81%
CLOS
422
Compagnie Lombard Odier SCmA
Switzerland
$245K – – –
RC
423
Roundview Capital
New Jersey
$244K – – –
CCMG
424
Clark Capital Management Group
Pennsylvania
$240K – – –
MFS
425
MSI Financial Services
Massachusetts
$238K -$1.97K -21 -0.8%
15 16
17
18 19