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Moody's
MCO

Overview Fund Activity

448 hedge funds and large institutions have $17.1B invested in Moody's in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 175 reducing their positions, and 38 closing their positions.

Holders
448
Holders Change
+6
Holders Change %
+1.36%
% of All Funds
12.88%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
47
Increased
143
Reduced
175
Closed
38
Calls
$23.9M
Puts
$52.3M
Net Calls
-$28.4M
Net Calls Change
-$37.8M

Top Buyers

1
DSA
1
Davis Selected Advisers
Arizona
$211M
2
Norges Bank
2
Norges Bank
Norway
$268M
3
CIFMU
3
Childrens Investment Fund Management (UK)
United Kingdom
$970M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$286M
5
HCM
5
Herndon Capital Management
Georgia
$86.3M

Top Sellers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$80.1M
2
Capital World Investors
2
Capital World Investors
California
$1.3B
3
EPCM
3
Eton Park Capital Management
New York
$0
4
State Street
4
State Street
Massachusetts
$693M
5
MA
5
Marshfield Associates
District of Columbia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
426
WFG Advisors
Texas
$21K 245 +245 New
EWM
427
Elite Wealth Management
Washington
$18K 200 – –
CCS
428
Crosspoint Capital Strategies
California
$18K 200 – –
GSC
429
Ground Swell Capital
South Carolina
$18K 210 +210 New
GAM
430
Gemmer Asset Management
California
$17K 199 – –
WTB
431
Washington Trust Bank
Washington
$15K 175 – –
BRWA
432
B. Riley Wealth Advisors
Florida
$14.9K 170 +170 New
EWM
433
Evercore Wealth Management
New York
$13K 145 – –
CFA
434
Carroll Financial Associates
North Carolina
$10K 109 +109 New
FANJ
435
Financial Architects (New Jersey)
New Jersey
$10K 115 +115 New
Northwestern Mutual Wealth Management
436
Northwestern Mutual Wealth Management
Wisconsin
$8K 86 – –
PMFA
437
Plante Moran Financial Advisors
Michigan
$8K 88 +88 New
TCM
438
Tradewinds Capital Management
Washington
$7K 75 – –
S
439
SignatureFD
Georgia
$5K 58 -392 -87%
NES
440
New England Securities
New York
$5K 59 – –
TDC
441
Thompson Davis & Co
Virginia
$4K 42 – –
BGIM
442
Brandywine Global Investment Management
Pennsylvania
$4K 40 +40 New
FNBT
443
FineMark National Bank & Trust
Florida
$4K 42 +42 New
VAM
444
Visionary Asset Management
Texas
$4K 44 +44 New
SMG
445
Spectrum Management Group
Indiana
$4K 48 +48 New
PTC
446
Private Trust Company
Ohio
$3K 31 +22 +244%
CAW
447
Cornerstone Advisors (Washington)
Washington
$2K 25 +25 New
FNBSF
448
First National Bank Sioux Falls
South Dakota
$1K 17 – –
EPCM
449
Eton Park Capital Management
New York
– – -2,000,000 Closed
MA
450
Marshfield Associates
District of Columbia
– – -1,301,995 Closed
16 17
18
19 20