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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 %
PFBT
551
Parkside Financial Bank & Trust
Missouri
$23K 165 +84 +104%
CPIG
552
Chicago Partners Investment Group
Illinois
$22K 160 +160 New
EWM
553
Evercore Wealth Management
New York
$21K 150 – –
GT
554
Greenleaf Trust
Michigan
$16K 112 +112 New
CAW
555
Cornerstone Advisors (Washington)
Washington
$15K 108 +3 +3%
CFA
556
Carroll Financial Associates
North Carolina
$15K 106 +3 +3%
BFEC
557
Benjamin F. Edwards & Company
Missouri
$14K 100 – –
AC
558
Alexandria Capital
Virginia
$14K 102 +1 +1%
PMFA
559
Plante Moran Financial Advisors
Michigan
$13K 92 – –
BBHC
560
Brown Brothers Harriman & Co
New York
$12K 84 – –
TCM
561
Tradewinds Capital Management
Washington
$10K 75 – –
CTC
562
Central Trust Company
Missouri
$8K 60 – –
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$8K 58 +18 +45%
VCM
564
Versant Capital Management
Arizona
$6K 50 – –
CHP
565
Cable Hill Partners
Oregon
$6K 40 +40 New
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$6K 41 +41 New
BONST
567
Bank of Nova Scotia Trust
Ontario, Canada
$5K 35 +35 New
TG
568
TLP Group
Illinois
$5K 39 +39 New
VFA
569
Valeo Financial Advisors
Indiana
$4K 29 +29 New
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$3.2K 23 – –
SWA
571
Sutton Wealth Advisors
Florida
$3.2K 23 – –
CHC
572
City Holding Co
West Virginia
$3K 74 – –
ADL
573
Asset Dedication LLC
California
$3K 21 +21 New
TFO
574
Tarbox Family Office
California
$2K 15 – –
Walleye Trading
575
Walleye Trading
New York
$885 6,357 +1,664 +35%
21 22
23
24 25