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Moody's
MCO

Overview Fund Activity

678 hedge funds and large institutions have $29.2B invested in Moody's in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 236 increasing their positions, 232 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+27
Holders Change %
+4.15%
% of All Funds
15.54%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.62%
New
68
Increased
236
Reduced
232
Closed
38
Calls
$31.5M
Puts
$58.4M
Net Calls
-$26.9M
Net Calls Change
+$37.2M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$74.6M
3
NIPH
NN Investment Partners Holdings
Netherlands
+$52.5M
4
Invesco
Invesco
Georgia
+$50M
5
APG Asset Management
APG Asset Management
Netherlands
+$39.8M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$131M
2
Principal Financial Group
Principal Financial Group
Iowa
-$122M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$87.8M
4
GC
Guggenheim Capital
Illinois
-$60.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPC
426
Rossmore Private Capital
Connecticut
$682K +$682K +4,000 New
BPCE
427
Bank Pictet & Cie (Europe)
Germany
$673K +$21K +123 +3%
CEP
428
Chicago Equity Partners
Illinois
$650K -$90.4K -530 -12%
DWA
429
Dorsey Wright & Associates
California
$640K +$640K +3,754 New
BTW
430
Boston Trust Walden
Massachusetts
$632K -$21.3K -125 -3%
LRIC
431
Long Road Investment Counsel
Michigan
$631K – – –
WTC
432
WhitTier Trust Company
Nevada
$628K – – –
SFS
433
Sowell Financial Services
Arkansas
$626K -$310K -1,832 -33%
ECM
434
Everence Capital Management
Indiana
$616K – – –
IIC
435
Ironwood Investment Counsel
Arizona
$589K – – –
FAAS
436
First Allied Advisory Services
California
$578K +$9.1K +53 +2%
CI
437
Conning Inc
Connecticut
$575K -$18.8K -110 -3%
RIM
438
Regent Investment Management
Kentucky
$574K – – –
WAM
439
Wealthspire Advisors (Maryland)
Maryland
$562K -$3.93K -23 -0.7%
IRF
440
IBM Retirement Fund
New York
$546K -$78.2K -459 -13%
QI
441
QS Investors
New York
$546K +$102K +600 +23%
P
442
Pitcairn
Pennsylvania
$543K +$164K +962 +43%
AIP
443
Ameritas Investment Partners
Nebraska
$540K -$46.6K -273 -8%
CT
444
Cambridge Trust
Massachusetts
$539K -$162K -952 -23%
LWA
445
Lenox Wealth Advisors
New York
$537K +$537K +3,150 New
KRSITF
446
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$536K -$113K -662 -17%
PNC
447
Park National Corp
Ohio
$536K -$31.7K -186 -6%
LS
448
Livforsakringsbolaget Skandia
Sweden
$532K +$85.2K +500 +19%
HA
449
Halsey Associates
Connecticut
$529K – – –
Schroder Investment Management Group
450
Schroder Investment Management Group
United Kingdom
$518K -$148K -871 -22%
16 17
18
19 20