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Moody's
MCO

Overview Fund Activity

544 hedge funds and large institutions have $17.8B invested in Moody's in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 175 increasing their positions, 195 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+19
Holders Change %
+3.62%
% of All Funds
14.54%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.61%
New
62
Increased
175
Reduced
195
Closed
39
Calls
$19M
Puts
$33.5M
Net Calls
-$14.5M
Net Calls Change
-$12.1M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$174M
2
EAM
EverPoint Asset Management
Connecticut
$32.5M
3
Franklin Resources
Franklin Resources
California
$168M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$529M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.62B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$164M
2
ECU
Egerton Capital (UK)
United Kingdom
$172M
3
Capital World Investors
Capital World Investors
California
$234M
4
JHIU
Janus Henderson Investors US
Colorado
$44.2M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
526
Alexandria Capital
Virginia
$11K – – –
EFSCE
527
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$1.56K +14 +16%
PMFA
528
Plante Moran Financial Advisors
Michigan
$10K – – –
BAM
529
Bruderman Asset Management
New York
$9K – – –
TCM
530
Tradewinds Capital Management
Washington
$8K – – –
WP
531
WealthPLAN Partners
Nebraska
$5.74K -$5.74K -53 -50%
PFBT
532
Parkside Financial Bank & Trust
Missouri
$5K – – –
M
533
MOTCO
Texas
$5K +$5K +42 New
WTB
534
Washington Trust Bank
Washington
$5K +$5K +48 New
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
VCM
536
Versant Capital Management
Arizona
$4K +$1.68K +16 +73%
FANJ
537
Financial Architects (New Jersey)
New Jersey
$3K -$11.6K -124 -79%
CHC
538
City Holding Co
West Virginia
$3K – – –
SWA
539
Sutton Wealth Advisors
Florida
$2.49K – – –
AW
540
Alpha Windward
Massachusetts
$2K – – –
FNBSF
541
First National Bank Sioux Falls
South Dakota
$2K – – –
TFO
542
Tarbox Family Office
California
$2K – – –
SIC
543
Salem Investment Counselors
North Carolina
$1.63K +$1.63K +1,501 New
PIA
544
Piedmont Investment Advisors
North Carolina
$216 – – –
AAM
545
Ardevora Asset Management
United Kingdom
– -$28.4M -302,603 Closed
SCM
546
Sandler Capital Management
New York
– -$12.4M -132,000 Closed
WG
547
Winton Group
United Kingdom
– -$9.39M -100,192 Closed
SCM
548
Stevens Capital Management
Pennsylvania
– -$2.61M -27,818 Closed
GLAM
549
Gardner Lewis Asset Management
Pennsylvania
– -$2.24M -23,935 Closed
EA
550
Euclid Advisors
Connecticut
– -$2.21M -23,543 Closed
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