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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 %
PA
476
Perennial Advisors
New York
$152K – – –
SLF
477
Sun Life Financial
Ontario, Canada
$150K +$149K +1,220 +12,200%
WB
478
Webster Bank
Connecticut
$146K – – –
TCOV
479
Trust Company of Vermont
Vermont
$142K – – –
IA
480
IFP Advisors
Florida
$139K +$60.9K +502 +78%
ASN
481
Advisory Services Network
Georgia
$137K -$12.2K -100 -8%
NIPH
482
NN Investment Partners Holdings
Netherlands
$130K -$24.3K -200 -16%
CFG
483
Citizens Financial Group
Rhode Island
$122K – – –
LBG
484
Lloyds Banking Group
United Kingdom
$118K -$91K -748 -44%
ABA
485
American Beacon Advisors
Texas
$118K – – –
AAP
486
Arax Advisory Partners
Colorado
$100K +$42.6K +350 +74%
BWP
487
Baldwin Wealth Partners
Massachusetts
$99K – – –
YWP
488
YorkBridge Wealth Partners
New York
$98K – – –
CBOA
489
Commonwealth Bank of Australia
Australia
$97K -$3.99K -33 -4%
Simplex Trading
490
Simplex Trading
Illinois
$96K +$96K +796 New
VFA
491
Virtus Fund Advisers
Connecticut
$92K – – –
EDRH
492
Edmond de Rothschild Holding
Switzerland
$86K -$77.4K -637 -47%
GBBWRPM
493
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$74K – – –
ECM
494
Estabrook Capital Management
New York
$73K – – –
SFSIG
495
San Francisco Sentry Investment Group
California
$64K +$64K +524 New
FIM
496
Foresters Investment Management
New York
$64K +$64K +526 New
FHA
497
First Horizon Advisors
Tennessee
$61K – – –
FPS
498
Fieldpoint Private Securities
Connecticut
$61K – – –
CIA
499
Cascade Investment Advisors
Oregon
$60.8K – – –
OAM
500
Oppenheimer Asset Management
New York
$60K -$49.7K -404 -45%
18 19
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