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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 %
TCIM
51
TIAA CREF Investment Management
New York
$68.1M 488,845 -11,318 -2%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$67.1M 482,191 -10,284 -2%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$67.1M 481,845 +10,045 +2%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$67M 481,377 -22,340 -4%
UBS AM
55
UBS AM
Illinois
$66.9M 480,229 +14,067 +3%
Axa
56
Axa
France
$66.7M 479,479 -73,970 -13%
ETC
57
Evercore Trust Company
New York
$62.5M 448,997 – –
SIC
58
Schwartz Investment Counsel
Michigan
$60.8M 436,600 -10,000 -2%
Wells Fargo
59
Wells Fargo
California
$53.4M 383,359 +50,364 +15%
FCM
60
Frontier Capital Management
Massachusetts
$52.1M 374,159 +4,983 +1%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$50.2M 360,331 -4 -0%
AC
62
AKO Capital
United Kingdom
$49.5M 355,453 +7,943 +2%
VFCM
63
Valley Forge Capital Management
Florida
$48.9M 351,415 – –
MVIP
64
Mar Vista Investment Partners
California
$47.2M 338,792 -2,571 -0.8%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$45.8M 329,106 -4,833 -1%
CIC
66
Chilton Investment Company
Connecticut
$43.7M 313,581 -1,923 -0.6%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.6M 306,212 -1,082,991 -78%
GC
68
Guggenheim Capital
Illinois
$42.5M 305,068 -37,333 -11%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$42M 301,472 +1,497 +0.5%
Mackenzie Financial
70
Mackenzie Financial
Ontario, Canada
$41.3M 296,447 -15,433 -5%
Credit Agricole
71
Credit Agricole
France
$41.1M 295,404 -62,140 -17%
MG
72
Markel Group
Virginia
$40.4M 290,000 – –
VNIM
73
Vaughan Nelson Investment Management
Texas
$40.3M 289,272 +9,795 +4%
AllianceBernstein
74
AllianceBernstein
Tennessee
$39.5M 283,761 -1,026,162 -78%
Asset Management One
75
Asset Management One
Japan
$39.4M 283,489 +2,864 +1%
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