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Moody's
MCO

Overview Fund Activity

551 hedge funds and large institutions have $19.2B invested in Moody's in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 174 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-9
Holders Change %
-1.61%
% of All Funds
13.74%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.57%
New
56
Increased
174
Reduced
220
Closed
55
Calls
$100M
Puts
$65.8M
Net Calls
+$34.3M
Net Calls Change
-$20.7M

Top Buyers

1
BlackRock
BlackRock
New York
$1.14B
2
Harris Associates
Harris Associates
Illinois
$379M
3
VVP
Vulcan Value Partners
Alabama
$185M
4
ACM
AKRE Capital Management
Virginia
$636M
5
TCI Fund Management
TCI Fund Management
United Kingdom
$74.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.66M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$274M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$12.2M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201M
5
JHIU
Janus Henderson Investors US
Colorado
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
451
Curbstone Financial Management Corp
New Hampshire
$246K – – –
PHAM
452
Palisades Hudson Asset Management
Florida
$245K – – –
Fisher Asset Management
453
Fisher Asset Management
Washington
$242K -$11.2K -100 -4%
CAN
454
Cetera Advisor Networks
California
$242K +$242K +2,173 New
PSUF
455
People's United Financial
Connecticut
$240K – – –
BFC
456
Blue Fin Capital
Rhode Island
$238K – – –
NGA
457
Naples Global Advisors
Florida
$229K +$229K +2,045 New
EA
458
Edge Advisors
Georgia
$228K +$227K +2,037 +22,633%
ONB
459
Old National Bancorp
Indiana
$224K -$201K -1,791 -47%
SCM
460
Stonebridge Capital Management
California
$224K +$224K +2,000 New
Mirae Asset Global Investments
461
Mirae Asset Global Investments
South Korea
$224K +$224K +2,005 New
BJL
462
Brighton Jones LLC
Washington
$218K +$218K +1,949 New
CCM
463
Covington Capital Management
California
$217K +$217K +1,940 New
FRM
464
Fox Run Management
Connecticut
$215K -$624K -5,579 -74%
GG
465
Gofen & Glossberg
Illinois
$214K -$28K -250 -12%
BAM
466
Berkshire Asset Management
Pennsylvania
$213K +$213K +1,900 New
CSS
467
Cubist Systematic Strategies
Connecticut
$208K -$5.2M -46,411 -96%
BCM
468
Boltwood Capital Management
California
$207K +$207K +1,848 New
UR
469
USCA RIA
Texas
$204K +$204K +1,824 New
RCAG
470
Rehmann Capital Advisory Group
Michigan
$202K +$202K +1,807 New
RIL
471
Rothschild Investment LLC
Illinois
$201K +$201K +1,791 New
LBG
472
Lloyds Banking Group
United Kingdom
$192K -$16.1K -144 -8%
FMT
473
First Mercantile Trust
Tennessee
$181K -$1.68K -15 -0.9%
RWA
474
Ropes Wealth Advisors
Massachusetts
$174K -$96.1K -858 -36%
SIC
475
Salem Investment Counselors
North Carolina
$159K -$19.4K -163 -11%
17 18
19
20 21