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Moody's
MCO

Overview Fund Activity

517 hedge funds and large institutions have $19.3B invested in Moody's in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 184 increasing their positions, 169 reducing their positions, and 44 closing their positions.

Holders
517
Holders Change
+11
Holders Change %
+2.17%
% of All Funds
14.45%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.53%
New
57
Increased
184
Reduced
169
Closed
44
Calls
$13.3M
Puts
$34.9M
Net Calls
-$21.7M
Net Calls Change
-$44.7M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$238M
2
Bank of America
2
Bank of America
North Carolina
$59.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$72.1M
4
Deutsche Bank
4
Deutsche Bank
Germany
$203M
5
ZIG
5
Zurich Insurance Group
Switzerland
$31.9M

Top Sellers

1
IFP
1
Independent Franchise Partners
United Kingdom
$87M
2
William Blair & Company
2
William Blair & Company
Illinois
$25.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$50.5M
4
Capital World Investors
4
Capital World Investors
California
$448M
5
DSA
5
Davis Selected Advisers
Arizona
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
BHIA
426
Birch Hill Investment Advisors
Massachusetts
$265K 2,700 +300 +13%
SAC
427
Smith Affiliated Capital
New York
– – – –
CCMG
428
Clark Capital Management Group
Pennsylvania
$252K 2,565 – –
PGIM
429
Pacific Global Investment Management
California
$249K 2,534 +54 +2%
BRWA
430
B. Riley Wealth Advisors
Florida
$248K 2,520 +160 +7%
GG
431
Gofen & Glossberg
Illinois
$247K 2,512 – –
YMRC
432
Yorktown Management & Research Company
Virginia
$246K 2,500 – –
FAAS
433
First Allied Advisory Services
California
$241K 2,474 +109 +5%
MC
434
Maverick Capital
Texas
$239K 2,430 – –
ACP
435
Ashfield Capital Partners
California
$239K 2,432 – –
ISB
436
Iowa State Bank
Iowa
$236K 2,400 – –
RCAG
437
Rehmann Capital Advisory Group
Michigan
$225K 2,293 -56 -2%
CAN
438
Cetera Advisor Networks
California
$222K 2,274 -637 -22%
RB
439
Rodgers Brothers
Pennsylvania
$221K 2,250 – –
CFMC
440
Curbstone Financial Management Corp
New Hampshire
$216K 2,200 -100 -4%
FQ
441
First Quadrant
California
$216K 2,200 – –
PHAM
442
Palisades Hudson Asset Management
Florida
$215K 2,189 – –
Truist Financial
443
Truist Financial
North Carolina
$211K 2,152 -5 -0.2%
BFC
444
Blue Fin Capital
Rhode Island
$209K 2,124 +2,124 New
LWCFA
445
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$202K 1,869 – –
PSUF
446
People's United Financial
Connecticut
$191K 1,940 – –
BBHC
447
Brown Brothers Harriman & Co
New York
$189K 1,925 +25 +1%
OHS
448
Odey Holdings (Switzerland)
Switzerland
$187K 1,904 -196 -9%
MAM
449
Mizuho Asset Management
Japan
$185K 1,882 +248 +15%
Twin Tree Management
450
Twin Tree Management
Texas
$175K 1,777 +1,777 New
16 17
18
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