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Moody's
MCO

Overview Fund Activity

469 hedge funds and large institutions have $17.8B invested in Moody's in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 137 increasing their positions, 193 reducing their positions, and 20 closing their positions.

Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
13.62%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.38%
New
45
Increased
137
Reduced
193
Closed
20
Calls
$25.9M
Puts
$54.9M
Net Calls
-$28.9M
Net Calls Change
-$585K

Top Buyers

1
MA
1
Marshfield Associates
District of Columbia
$119M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$132M
3
HCM
3
Herndon Capital Management
Georgia
$170M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$125M
5
SO
5
STRS Ohio
Ohio
$47.6M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$144M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$160M
3
Capital World Investors
3
Capital World Investors
California
$1.3B
4
MG
4
Meritage Group
California
$125M
5
IFP
5
Independent Franchise Partners
United Kingdom
$310M
Name Market Value Shares Shares
Change 		Shares
Change %
MUMSS
451
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K 200 +200 New
WTB
452
Washington Trust Bank
Washington
$17K 175 – –
CGT
453
Capital Guardian Trust
California
$15K 160 +160 New
EWM
454
Evercore Wealth Management
New York
$14K 145 – –
FANJ
455
Financial Architects (New Jersey)
New Jersey
$11K 115 – –
AP
456
Atwood & Palmer
Missouri
$10K 103 +103 New
PMFA
457
Plante Moran Financial Advisors
Michigan
$8K 88 – –
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$8K 86 – –
FNBT
459
FineMark National Bank & Trust
Florida
$8K 80 +38 +90%
BGIM
460
Brandywine Global Investment Management
Pennsylvania
$8K 80 +40 +100%
TCM
461
Tradewinds Capital Management
Washington
$7K 75 – –
NES
462
New England Securities
New York
$6K 59 – –
SMG
463
Spectrum Management Group
Indiana
$5K 48 – –
TDC
464
Thompson Davis & Co
Virginia
$5K 54 +12 +29%
PTC
465
Private Trust Company
Ohio
$3K 27 -4 -13%
CAW
466
Cornerstone Advisors (Washington)
Washington
$2K 19 -6 -24%
FNBSF
467
First National Bank Sioux Falls
South Dakota
$2K 17 – –
NIM
468
NuWave Investment Management
New Jersey
$2K 23 +23 New
SSG
469
Summit Securities Group
New York
$1K 9 +9 New
TFO
470
Tarbox Family Office
California
$1K 15 +15 New
ECU
471
Egerton Capital (UK)
United Kingdom
– – -914,280 Closed
GBCP
472
Glade Brook Capital Partners
Connecticut
– – -248,222 Closed
JCMLC
473
JAT Capital Management LP (Connecticut)
Connecticut
– – -124,005 Closed
SCM
474
Sandler Capital Management
New York
– – -107,100 Closed
BCMU
475
BlueCrest Capital Management (UK)
Guernsey
– – -14,800 Closed
16 17 18
19
20