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Moody's
MCO

Overview Fund Activity

575 hedge funds and large institutions have $23.5B invested in Moody's in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 173 increasing their positions, 215 reducing their positions, and 28 closing their positions.

Holders
575
Holders Change
+30
Holders Change %
+5.5%
% of All Funds
14.36%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
65
Increased
173
Reduced
215
Closed
28
Calls
$17.8M
Puts
$73.3M
Net Calls
-$55.5M
Net Calls Change
-$69.7M

Top Buyers

1
RCWMU
1
Rothschild & Co Wealth Management (UK)
United Kingdom
$71.3M
2
Invesco
2
Invesco
Georgia
$129M
3
Morgan Stanley
3
Morgan Stanley
New York
$286M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$88.5M
5
MG
5
Meritage Group
California
$168M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$39.5M
3
Select Equity Group
3
Select Equity Group
New York
$34.5M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$828M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$757M
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
476
Rehmann Capital Advisory Group
Michigan
$249K 1,792 -4 -0.2%
ACP
477
Ashfield Capital Partners
California
$248K 1,778 – –
RJT
478
Raymond James Trust
Florida
$248K 1,782 +16 +0.9%
BTS
479
BB&T Securities
Virginia
$245K 1,766 +60 +4%
JFL
480
Jarislowsky, Fraser Ltd
Quebec, Canada
$243K 1,750 – –
TMAM
481
Tokio Marine Asset Management
Japan
$233K 1,674 -503 -23%
BJL
482
Brighton Jones LLC
Washington
$231K 1,656 -298 -15%
ECM
483
ETrade Capital Management
Virginia
$231K 1,656 +1,656 New
OC
484
Oppenheimer & Co
New York
$231K 1,661 +1,661 New
WKWM
485
Walter & Keenan Wealth Management
Indiana
$229K 1,646 – –
PM
486
Parametrica Management
Hong Kong
$224K 1,612 +1,612 New
RE
487
RBC Europe
United Kingdom
$223K 1,602 +1,602 New
BFC
488
Blue Fin Capital
Rhode Island
$215K 1,550 +1,550 New
IAM
489
Impax Asset Management
New Hampshire
$211K 1,515 +1,515 New
Fisher Asset Management
490
Fisher Asset Management
Washington
$210K 1,511 -649 -30%
UR
491
USCA RIA
Texas
$210K 1,724 – –
EF
492
Empirical Finance
Pennsylvania
$210K 1,505 +1,505 New
PAG
493
Private Advisor Group
New Jersey
$208K 1,470 +1,470 New
MCM
494
Maple Capital Management
Vermont
$206K 1,477 +1,477 New
IH
495
IFC Holdings
Florida
$203K 1,452 +1,452 New
ST
496
Smithfield Trust
Pennsylvania
$201K 1,443 +16 +1%
IR
497
Invictus RG
Bermuda
$199K 1,430 +1,430 New
DBT
498
Dubuque Bank & Trust
Iowa
$195K 1,400 -23 -2%
FMT
499
First Mercantile Trust
Tennessee
$190K 1,366 -123 -8%
SIC
500
Salem Investment Counselors
North Carolina
$187K 1,338 -8 -0.6%
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20
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