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Moody's
MCO

Overview Fund Activity

551 hedge funds and large institutions have $19.2B invested in Moody's in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 174 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-9
Holders Change %
-1.61%
% of All Funds
13.74%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.57%
New
56
Increased
174
Reduced
220
Closed
55
Calls
$100M
Puts
$65.8M
Net Calls
+$34.3M
Net Calls Change
-$20.7M

Top Buyers

1
BlackRock
BlackRock
New York
$1.14B
2
Harris Associates
Harris Associates
Illinois
$379M
3
VVP
Vulcan Value Partners
Alabama
$185M
4
ACM
AKRE Capital Management
Virginia
$636M
5
TCI Fund Management
TCI Fund Management
United Kingdom
$74.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.66M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$274M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$12.2M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201M
5
JHIU
Janus Henderson Investors US
Colorado
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
501
Cascade Investment Advisors
Oregon
$56K -$89.6K -800 -62%
FHA
502
First Horizon Advisors
Tennessee
$56K – – –
FPS
503
Fieldpoint Private Securities
Connecticut
$56K +$56K +500 New
AAP
504
Arax Advisory Partners
Colorado
$52K +$38.4K +348 +283%
RIM
505
Rampart Investment Management
Connecticut
$51K -$567K -5,081 -92%
WPA
506
West Paces Advisors
Georgia
$48.6K -$896 -8 -2%
MCM
507
Manchester Capital Management
Vermont
$46K – – –
TDC
508
Thompson Davis & Co
Virginia
$45K – – –
GWM
509
Geneos Wealth Management
Colorado
$36K -$444 -4 -1%
JFA
510
JNBA Financial Advisors
Minnesota
$35K – – –
PA
511
Parallel Advisors
California
$35K +$6.57K +55 +23%
TWA
512
TCI Wealth Advisors
Arizona
$34K +$9.84K +88 +41%
SSB
513
Sandy Spring Bank
Maryland
$33K -$56.7K -500 -63%
CWM
514
Cranbrook Wealth Management
Michigan
$33K – – –
PFO
515
Pathstone Family Office
New Jersey
$33K +$33K +295 New
TRCT
516
Tower Research Capital (TRC)
New York
$30K -$569K -5,004 -95%
PCP
517
Proficio Capital Partners
Massachusetts
$25K +$8.84K +76 +55%
MWM
518
MinichMacGregor Wealth Management
New York
$24K +$24K +216 New
MRCM
519
M&R Capital Management
New Jersey
$22K – – –
GAM
520
Gemmer Asset Management
California
$22K – – –
SPIA
521
Steward Partners Investment Advisory
New York
$22K +$22K +200 New
QCG
522
Quadrant Capital Group
Ohio
$20K +$383 +4 +2%
GBT
523
Grove Bank & Trust
Florida
$19K – – –
ANBT
524
American National Bank & Trust
Texas
$18K -$1.09K -10 -6%
CAG
525
Crestwood Advisors Group
Massachusetts
$15K +$15K +125 New
19 20
21
22 23