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Moody's
MCO

Overview Fund Activity

430 hedge funds and large institutions have $15.5B invested in Moody's in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 181 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+24
Holders Change %
+5.91%
% of All Funds
12.49%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
60
Increased
118
Reduced
181
Closed
34
Calls
$48.3M
Puts
$78.7M
Net Calls
-$30.4M
Net Calls Change
-$12.2M

Top Buyers

1
MG
Meritage Group
California
$184M
2
DDC
DF Dent & Co
Maryland
$89.4M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$227M
4
JCAM
Jericho Capital Asset Management
New York
$126M
5
Morgan Stanley
Morgan Stanley
New York
$375M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$13.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$284M
3
JHIU
Janus Henderson Investors US
Colorado
$162M
4
SCA
Southpoint Capital Advisors
New York
$58.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
201
Federated Hermes
Pennsylvania
$2.49M -$4.14M -52,800 -62%
PAM
202
Panagora Asset Management
Massachusetts
$2.44M -$170K -2,166 -7%
TCT
203
TIAA CREF Trust
Missouri
$2.33M +$2.33M +29,653 New
WAM
204
World Asset Management
Michigan
$2.31M -$431K -5,488 -16%
Brown Advisory
205
Brown Advisory
Maryland
$2.24M +$1.24M +15,786 +123%
OPERF
206
Oregon Public Employees Retirement Fund
Oregon
$2.21M +$220K +2,800 +11%
ERSOT
207
Employees Retirement System of Texas
Texas
$2.2M -$745K -9,500 -25%
FHC
208
First Houston Capital
Texas
$2.05M +$54.9K +700 +3%
BF
209
BOK Financial
Oklahoma
$2.04M -$143K -1,819 -7%
WF
210
Welch & Forbes
Massachusetts
$1.95M -$41.6K -530 -2%
Asset Management One
211
Asset Management One
Japan
$1.95M -$222K -2,868 -10%
PM
212
Penbrook Management
New York
$1.9M +$1.9M +24,200 New
Janus Henderson Group
213
Janus Henderson Group
United Kingdom
$1.84M – – –
PP
214
Paloma Partners
Connecticut
$1.82M +$1.82M +23,190 New
ZIM
215
Zacks Investment Management
Illinois
$1.77M -$261K -3,333 -13%
Nordea Investment Management
216
Nordea Investment Management
Sweden
$1.77M +$107K +1,364 +6%
Allianz Asset Management
217
Allianz Asset Management
Germany
$1.76M -$313K -3,995 -15%
Teacher Retirement System of Texas
218
Teacher Retirement System of Texas
Texas
$1.72M -$2.21M -28,138 -56%
SAM
219
Symphony Asset Management
California
$1.72M +$724K +9,224 +73%
SMDAM
220
Sumitomo Mitsui DS Asset Management
Japan
$1.72M -$177K -2,260 -9%
GH
221
GAM Holding
Switzerland
$1.69M +$1.36M +17,400 +414%
LMGAM
222
Liberty Mutual Group Asset Management
Massachusetts
$1.68M +$760K +9,681 +83%
CAM
223
Capstone Asset Management
Texas
$1.63M -$935K -11,916 -36%
BOTW
224
Bank of the West
California
$1.61M – – –
AAM
225
Aberdeen Asset Management
United Kingdom
$1.6M – – –
7 8
9
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