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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 %
JIR
426
James Investment Research
Ohio
$237K -$220K -2,350 -48%
PGIM
427
Pacific Global Investment Management
California
$237K – – –
YMRC
428
Yorktown Management & Research Company
Virginia
$234K – – –
HB
429
Homrich & Berg
Georgia
$231K +$231K +2,467 New
HAG
430
HighPoint Advisor Group
Illinois
$229K +$229K +2,195 New
ACP
431
Ashfield Capital Partners
California
$228K – – –
MAM
432
Mizuho Asset Management
Japan
$227K +$96.8K +1,034 +74%
BCA
433
Bray Capital Advisors
Florida
$225K – – –
ISB
434
Iowa State Bank
Iowa
$225K – – –
SAM
435
Symphony Asset Management
California
$221K -$2.43K -26 -1%
Fisher Asset Management
436
Fisher Asset Management
Washington
$221K +$9.78K +100 +5%
CIBC World Market
437
CIBC World Market
Ontario, Canada
$220K +$220K +2,346 New
MC
438
Miles Capital
Iowa
$216K -$163K -1,736 -43%
FTIOP
439
Fiduciary Trust International of Pennsylvania
Pennsylvania
$216K – – –
WEC
440
Winslow Evans & Crocker
Massachusetts
$216K – – –
RCAG
441
Rehmann Capital Advisory Group
Michigan
$210K +$281 +3 +0.1%
PHAM
442
Palisades Hudson Asset Management
Florida
$205K – – –
GG
443
Gofen & Glossberg
Illinois
$203K -$22K -235 -10%
PSUF
444
People's United Financial
Connecticut
$201K – – –
ECM
445
ETrade Capital Management
Virginia
$201K +$201K +2,142 New
QC
446
QCM Cayman
Texas
$200K +$200K +2,135 New
PRS
447
Pinkerton Retirement Specialists
Idaho
$196K +$196K +2,092 New
FMA
448
FNY Managed Accounts
New York
$190K +$190K +2,023 New
LBG
449
Lloyds Banking Group
United Kingdom
$188K – – –
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K -$30K -320 -14%
16 17
18
19 20