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Moody's
MCO

Overview Fund Activity

545 hedge funds and large institutions have $20.8B invested in Moody's in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 188 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-6
Holders Change %
-1.09%
% of All Funds
13.61%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.6%
New
45
Increased
180
Reduced
188
Closed
49
Calls
$54.2M
Puts
$40M
Net Calls
+$14.2M
Net Calls Change
-$20.1M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$705M
2
TCI Fund Management
TCI Fund Management
United Kingdom
$183M
3
PPA
Parametric Portfolio Associates
Washington
$137M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.97B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.9M

Top Sellers

1
CGT
Capital Guardian Trust
California
$34M
2
Millennium Management
Millennium Management
New York
$291K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$169M
4
Renaissance Technologies
Renaissance Technologies
New York
$38.7M
5
Franklin Resources
Franklin Resources
California
$65.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
451
Stonebridge Capital Management
California
$243K – – –
AFA
452
Abacus FCF Advisors
Florida
$240K +$123K +1,011 +105%
BJL
453
Brighton Jones LLC
Washington
$238K +$609 +5 +0.3%
CCM
454
Covington Capital Management
California
$236K – – –
RIM
455
Rampart Investment Management
Connecticut
$234K +$178K +1,469 +321%
GG
456
Gofen & Glossberg
Illinois
$233K – – –
BAM
457
Berkshire Asset Management
Pennsylvania
$231K – – –
EA
458
Edge Advisors
Georgia
$230K -$18.2K -150 -7%
BCM
459
Boltwood Capital Management
California
$224K – – –
RCAG
460
Rehmann Capital Advisory Group
Michigan
$219K -$1.34K -11 -0.6%
RIL
461
Rothschild Investment LLC
Illinois
$218K – – –
ACP
462
Ashfield Capital Partners
California
$216K -$63.1K -519 -23%
RJT
463
Raymond James Trust
Florida
$215K +$215K +1,766 New
VAM
464
Visionary Asset Management
Texas
$213K +$213K +1,748 New
JFL
465
Jarislowsky, Fraser Ltd
Quebec, Canada
$212K +$212K +1,750 New
UR
466
USCA RIA
Texas
$210K -$12.2K -100 -5%
BTS
467
BB&T Securities
Virginia
$207K +$207K +1,706 New
Federated Hermes
468
Federated Hermes
Pennsylvania
$205K -$234K -1,917 -53%
WKWM
469
Walter & Keenan Wealth Management
Indiana
$200K +$200K +1,646 New
FMT
470
First Mercantile Trust
Tennessee
$181K -$15K -123 -8%
ST
471
Spot Trading
Illinois
$179K +$179K +1,475 New
ST
472
Smithfield Trust
Pennsylvania
$174K +$11K +90 +7%
DBT
473
Dubuque Bank & Trust
Iowa
$173K – – –
RWA
474
Ropes Wealth Advisors
Massachusetts
$168K -$21K -173 -11%
SIC
475
Salem Investment Counselors
North Carolina
$164K +$975 +8 +0.6%
17 18
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