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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
1
Massachusetts Financial Services
Massachusetts
$431M
2
Franklin Resources
2
Franklin Resources
California
$118M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$113M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$443M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$288M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$6.35M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$59.3M
3
Ameriprise
3
Ameriprise
Minnesota
$28.6M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$102M
5
Capital International Investors
5
Capital International Investors
California
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
26
Davis Selected Advisers
Arizona
$144M -$5.52M -58,861 -4%
MG
27
Meritage Group
California
$138M +$338K +3,604 +0.2%
MA
28
Marshfield Associates
District of Columbia
$132M +$782K +8,349 +0.6%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$126M -$3.06M -32,685 -2%
AII
30
AGF Investments Inc
Ontario, Canada
$120M +$2.34M +25,008 +2%
Franklin Resources
31
Franklin Resources
California
$118M +$88.3M +941,953 +292%
Marshall Wace
32
Marshall Wace
United Kingdom
$113M +$51.4M +548,714 +83%
DDC
33
DF Dent & Co
Maryland
$108M -$6.07M -64,721 -5%
Invesco
34
Invesco
Georgia
$106M -$9.64M -102,826 -8%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$102M -$127M -1,360,031 -56%
CGT
36
Capital Guardian Trust
California
$98M -$3.88M -41,396 -4%
AP
37
Altarock Partners
Florida
$93M -$4.48M -47,780 -5%
BCM
38
Bares Capital Management
Texas
$90M +$3.88M +41,359 +4%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$85.2M -$1.11M -11,876 -1%
TFP
40
Triple Frond Partners
California
$82M – – –
Wellington Management Group
41
Wellington Management Group
Massachusetts
$79.4M -$1.24M -13,212 -2%
AllianceBernstein
42
AllianceBernstein
Tennessee
$77.7M -$5.05M -53,935 -6%
Legal & General Group
43
Legal & General Group
United Kingdom
$75.6M +$1.31M +13,984 +2%
Axa
44
Axa
France
$74.4M -$21.8M -233,153 -23%
JHIU
45
Janus Henderson Investors US
Colorado
$71.3M -$36.4M -388,031 -34%
CIC
46
Chilton Investment Company
Connecticut
$71M -$17.6M -187,738 -20%
Bank of America
47
Bank of America
North Carolina
$68.3M -$4.32M -46,066 -6%
HCM
48
Herndon Capital Management
Georgia
$63.4M -$32.1M -342,894 -34%
Goldman Sachs
49
Goldman Sachs
New York
$60.5M +$1.21M +12,883 +2%
TCIM
50
TIAA CREF Investment Management
New York
$60.2M -$2.87M -30,616 -5%
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