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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 %
FNBT
501
FineMark National Bank & Trust
Florida
$10K +$10K +102 New
EFSCE
502
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$1.04K -11 -11%
PMFA
503
Plante Moran Financial Advisors
Michigan
$8K – – –
BAM
504
Bruderman Asset Management
New York
$8K +$95 +1 +1%
TCM
505
Tradewinds Capital Management
Washington
$7K – – –
PCP
506
Proficio Capital Partners
Massachusetts
$7K +$1.99K +21 +40%
GWM
507
Gupta Wealth Management
California
$5K -$2.05K -23 -29%
OSAM
508
O'Shaughnessy Asset Management
Connecticut
$5K +$5K +57 New
TSU
509
TD Securities (USA)
New York
$4K -$105 -1 -3%
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
PFBT
511
Parkside Financial Bank & Trust
Missouri
$4K +$1.53K +18 +62%
CHC
512
City Holding Co
West Virginia
$3K – – –
SSB
513
Sandy Spring Bank
Maryland
$3K – – –
SWA
514
Sutton Wealth Advisors
Florida
$2.22K +$2.22K +23 New
Nuveen Asset Management
515
Nuveen Asset Management
Illinois
$2.19K -$46K -476,042 -95%
FNBSF
516
First National Bank Sioux Falls
South Dakota
$2K – – –
VCM
517
Versant Capital Management
Arizona
$2K – – –
TDC
518
Thompson Davis & Co
Virginia
$1K – – –
TFO
519
Tarbox Family Office
California
$1K – – –
VIA
520
Vantage Investment Advisors
Pennsylvania
$1K +$1K +8 New
PCM
521
Penserra Capital Management
California
$6 – +4 +6%
AL
522
AJO LP
Pennsylvania
– -$169M -1,681,926 Closed
B
523
BloombergSen
Ontario, Canada
– -$102M -1,016,432 Closed
PIA
524
Piedmont Investment Advisors
North Carolina
– -$20.9M -208,645 Closed
OAM
525
Origin Asset Management
United Kingdom
– -$17.5M -174,557 Closed
19 20
21
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