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Moody's
MCO

Overview Fund Activity

517 hedge funds and large institutions have $19.3B invested in Moody's in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 184 increasing their positions, 169 reducing their positions, and 44 closing their positions.

Holders
517
Holders Change
+11
Holders Change %
+2.17%
% of All Funds
14.45%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.53%
New
57
Increased
184
Reduced
169
Closed
44
Calls
$13.3M
Puts
$34.9M
Net Calls
-$21.7M
Net Calls Change
-$44.7M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$238M
2
Bank of America
2
Bank of America
North Carolina
$59.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$72.1M
4
Deutsche Bank
4
Deutsche Bank
Germany
$203M
5
ZIG
5
Zurich Insurance Group
Switzerland
$31.9M

Top Sellers

1
IFP
1
Independent Franchise Partners
United Kingdom
$87M
2
William Blair & Company
2
William Blair & Company
Illinois
$25.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$50.5M
4
Capital World Investors
4
Capital World Investors
California
$448M
5
DSA
5
Davis Selected Advisers
Arizona
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
476
Brave Asset Management
New Jersey
$37K 376 – –
ZB
477
Zions Bancorporation
Utah
$35K 338 +338 New
JFA
478
JNBA Financial Advisors
Minnesota
$30K 310 – –
TWA
479
TCI Wealth Advisors
Arizona
$30K 301 +29 +11%
MWP
480
MYCIO Wealth Partners
Pennsylvania
$29K 300 – –
CWM
481
Cranbrook Wealth Management
Michigan
$29K 292 – –
IMS
482
Index Management Solutions
Pennsylvania
$22K 221 +10 +5%
GAM
483
Gemmer Asset Management
California
$20K 199 – –
IRS
484
Invictus RG (Singapore)
Singapore
$20K 207 +93 +82%
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$18K 180 +80 +80%
BC
486
Bartlett & Co
Ohio
$15K 150 -150 -50%
EWM
487
Evercore Wealth Management
New York
$14K 145 – –
PFSC
488
Peoples Financial Services Corp
Pennsylvania
$14K 140 – –
CFA
489
Carroll Financial Associates
North Carolina
$14K 144 +15 +12%
S
490
SignatureFD
Georgia
$14K 147 +113 +332%
TRCT
491
Tower Research Capital (TRC)
New York
$13K 136 -764 -85%
BWA
492
Burt Wealth Advisors
Maryland
$12K 125 +125 New
AssetMark Inc
493
AssetMark Inc
California
$11K 108 +23 +27%
SEC
494
Seven Eight Capital
New York
$11K 107 +107 New
TSU
495
TD Securities (USA)
New York
$10K 100 -71,951 -100%
AC
496
Alexandria Capital
Virginia
$10K 100 – –
PMFA
497
Plante Moran Financial Advisors
Michigan
$9K 88 – –
RA
498
Rational Advisors
New York
$9K 90 – –
BCM
499
Brookstone Capital Management
Illinois
$9K 96 – –
EFSCE
500
Enterprise Financial Services Corp (EFSC)
Missouri
$9K 96 +11 +13%
18 19
20
21 22