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Moody's
MCO

Overview Fund Activity

645 hedge funds and large institutions have $25.1B invested in Moody's in 2017 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 212 increasing their positions, 191 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+70
Holders Change %
+12.17%
% of All Funds
14.65%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.61%
New
112
Increased
212
Reduced
191
Closed
39
Calls
$33.4M
Puts
$116M
Net Calls
-$82.6M
Net Calls Change
-$27.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$108M
2
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$97M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$96.6M
4
State Street
State Street
Massachusetts
+$51M
5
MWA
Marshall Wace Asia
Hong Kong
+$46.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$77.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$74.8M
3
VVP
Vulcan Value Partners
Alabama
-$50.2M
4
Credit Agricole
Credit Agricole
France
-$41.1M
5
Bank of America
Bank of America
North Carolina
-$35.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
576
West Paces Advisors
Georgia
$59.6K -$4.43K -30 -7%
APA
577
American Portfolios Advisors
New York
$59K +$59K +400 New
SLF
578
Sun Life Financial
Ontario, Canada
$54K -$128K -861 -70%
JFA
579
JNBA Financial Advisors
Minnesota
$46K – – –
PA
580
Parallel Advisors
California
$45K – – –
TWA
581
TCI Wealth Advisors
Arizona
$43K – – –
SSB
582
Sandy Spring Bank
Maryland
$39K -$3.83K -26 -9%
NSIM
583
North Star Investment Management
Illinois
$35K – – –
SPIA
584
Steward Partners Investment Advisory
New York
$32K – – –
MWM
585
MinichMacGregor Wealth Management
New York
$31K – – –
PCP
586
Proficio Capital Partners
Massachusetts
$30K -$148 -1 -0.5%
CTA
587
Carillon Tower Advisers
Florida
$29.5K +$29.5K +199,653 New
MRCM
588
M&R Capital Management
New Jersey
$29K – – –
SIAS
589
Shine Investment Advisory Services
Colorado
$29K – – –
GAM
590
Gemmer Asset Management
California
$29K – – –
FPFS
591
First Personal Financial Services
North Carolina
$29K +$29K +198 New
VFA
592
Virtus Fund Advisers
Connecticut
$28K – – –
CBOA
593
Commonwealth Bank of Australia
Australia
$27K – – –
QCG
594
Quadrant Capital Group
Ohio
$27K – – –
Acadian Asset Management
595
Acadian Asset Management
Massachusetts
$26K -$7.16M -48,451 -100%
AAM
596
Advisors Asset Management
Colorado
$26K -$3.71K -25 -13%
PFBT
597
Parkside Financial Bank & Trust
Missouri
$26K +$1.2K +8 +5%
ANBT
598
American National Bank & Trust
Texas
$24K – – –
CPIG
599
Chicago Partners Investment Group
Illinois
$24K – – –
KA
600
Kaizen Advisory
Illinois
$23K +$23K +159 New
22 23
24
25 26