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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 %
Schroder Investment Management Group
526
Schroder Investment Management Group
United Kingdom
$15K +$15K +138 New
CFA
527
Carroll Financial Associates
North Carolina
$14K +$748 +7 +6%
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$13.8K -$41.3K -369 -75%
BTIS
529
BB&T Investment Services
North Carolina
$13K +$13K +162 New
CAW
530
Cornerstone Advisors (Washington)
Washington
$12K – – –
AC
531
Alexandria Capital
Virginia
$11K – – –
BFEC
532
Benjamin F. Edwards & Company
Missouri
$11K +$11K +100 New
EFSCE
533
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
PMFA
534
Plante Moran Financial Advisors
Michigan
$10K +$435 +4 +5%
BBHC
535
Brown Brothers Harriman & Co
New York
$9K +$9K +84 New
TCM
536
Tradewinds Capital Management
Washington
$8K – – –
CTC
537
Central Trust Company
Missouri
$7K +$7K +60 New
PFBT
538
Parkside Financial Bank & Trust
Missouri
$6K +$1.22K +12 +26%
VCM
539
Versant Capital Management
Arizona
$5K – – –
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
CHC
541
City Holding Co
West Virginia
$3K – – –
OFW
542
Omnia Family Wealth
Florida
$3K – – –
Walleye Trading
543
Walleye Trading
New York
$2.73K +$2.73K +24,354 New
SWA
544
Sutton Wealth Advisors
Florida
$2.58K – – –
AAF
545
Andra AP-fonden
Sweden
$2.05K -$616 -5,500 -23%
MUS
546
Mitsubishi UFJ Securities
Japan
$2K -$2K -20 -50%
EWM
547
Evercore Wealth Management
New York
$2K -$1.65K -14 -45%
FANJ
548
Financial Architects (New Jersey)
New Jersey
$2K – – –
TFO
549
Tarbox Family Office
California
$2K – – –
CT
550
Chicago Trust
Illinois
$224 +$224 +2,000 New
20 21
22
23 24