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Moody's
MCO

Overview Fund Activity

522 hedge funds and large institutions have $16.7B invested in Moody's in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 187 increasing their positions, 183 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
13.93%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.51%
New
54
Increased
187
Reduced
183
Closed
55
Calls
$24.1M
Puts
$27.3M
Net Calls
-$3.19M
Net Calls Change
+$42.9M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$189M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$133M
3
MG
Meritage Group
California
+$97.4M
4
Principal Financial Group
Principal Financial Group
Iowa
+$85.8M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$51.3M

Top Sellers

1
TCI Fund Management
TCI Fund Management
United Kingdom
-$286M
2
SAC
Smith Affiliated Capital
New York
-$266M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$186M
4
AL
AJO LP
Pennsylvania
-$169M
5
Ameriprise
Ameriprise
Minnesota
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
476
Brave Asset Management
New Jersey
$36K – – –
Simplex Trading
477
Simplex Trading
Illinois
$36K +$36K +383 New
EMG
478
ETF Managers Group
New Jersey
$32K +$32K +289 New
ZB
479
Zions Bancorporation
Utah
$31K -$3.08K -31 -9%
GXMC
480
Global X Management Company
New York
$30K -$3.62M -37,178 -99%
JFA
481
JNBA Financial Advisors
Minnesota
$30K – – –
MWP
482
MYCIO Wealth Partners
Pennsylvania
$29K – – –
CWM
483
Cranbrook Wealth Management
Michigan
$28K – – –
PFO
484
Pathstone Family Office
New Jersey
$28K +$9.11K +95 +48%
TWA
485
TCI Wealth Advisors
Arizona
$24K -$5.25K -54 -18%
S
486
SignatureFD
Georgia
$20K +$5.98K +61 +43%
FANJ
487
Financial Architects (New Jersey)
New Jersey
$20K +$20K +206 New
RWA
488
Ropes Wealth Advisors
Massachusetts
$19K -$59.6K -618 -76%
GAM
489
Gemmer Asset Management
California
$19K – – –
PHK
490
Point72 Hong Kong
Hong Kong
$19K +$9.5K +100 +100%
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$17.1K +$13.2K +137 +343%
EWM
492
Evercore Wealth Management
New York
$17K -$13.7K -145 -45%
QCG
493
Quadrant Capital Group
Ohio
$15K +$8.83K +106 +143%
PFSC
494
Peoples Financial Services Corp
Pennsylvania
$14K – – –
ADL
495
Asset Dedication LLC
California
$14K +$14K +150 New
GS
496
GAM Systematic
United Kingdom
$12K -$397K -4,070 -97%
CFA
497
Carroll Financial Associates
North Carolina
$11K -$2.66K -28 -19%
CAW
498
Cornerstone Advisors (Washington)
Washington
$11K +$7.17K +73 +187%
AC
499
Alexandria Capital
Virginia
$10K – – –
MIM
500
Manitou Investment Management
Ontario, Canada
$10K +$10K +100 New
18 19
20
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