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

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.35M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$59.3M
3
Ameriprise
Ameriprise
Minnesota
$28.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$102M
5
Capital International Investors
Capital International Investors
California
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
476
Guardian Life Insurance
New York
$60K – – –
GBBWRPM
477
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$57K – – –
ECM
478
Estabrook Capital Management
New York
$56.2K – – –
AIM
479
Advantage Investment Management
Iowa
$46K +$3.21K +34 +8%
SAMC
480
Shinko Asset Management Company
Japan
$44K – – –
Northwestern Mutual Wealth Management
481
Northwestern Mutual Wealth Management
Wisconsin
$40K +$4.36K +47 +12%
EDRAML
482
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$39K – – –
GXMC
483
Global X Management Company
New York
$39K +$10.4K +112 +36%
TDC
484
Thompson Davis & Co
Virginia
$38K +$37.2K +400 +4,444%
Bessemer Group
485
Bessemer Group
New Jersey
$35K – – –
BAM
486
Brave Asset Management
New Jersey
$35K – – –
S
487
SignatureFD
Georgia
$34K +$14.9K +159 +78%
JFA
488
JNBA Financial Advisors
Minnesota
$29K – – –
MWP
489
MYCIO Wealth Partners
Pennsylvania
$28K – – –
PFO
490
Pathstone Family Office
New Jersey
$27K – – –
CWM
491
Cranbrook Wealth Management
Michigan
$27K – – –
TWA
492
TCI Wealth Advisors
Arizona
$27K +$3.44K +36 +15%
TSW
493
Thompson Siegel & Walmsley
Virginia
$21K +$21K +223 New
GAM
494
Gemmer Asset Management
California
$19K – – –
EWM
495
Evercore Wealth Management
New York
$18K +$1.55K +17 +9%
MRCM
496
M&R Capital Management
New Jersey
$18K +$18K +200 New
FANJ
497
Financial Architects (New Jersey)
New Jersey
$15K -$4.81K -50 -24%
QCG
498
Quadrant Capital Group
Ohio
$15K +$1.83K +25 +14%
ANBT
499
American National Bank & Trust
Texas
$15K +$15K +165 New
HIIFS
500
Harel Insurance Investments & Financial Services
Israel
$14K +$14K +150 New
18 19
20
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