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Moody's
MCO

Overview Fund Activity

442 hedge funds and large institutions have $15.5B invested in Moody's in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+12
Holders Change %
+2.79%
% of All Funds
12.77%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
46
Increased
135
Reduced
178
Closed
28
Calls
$60.8M
Puts
$51.4M
Net Calls
+$9.49M
Net Calls Change
+$39.9M

Top Buyers

1
State Street
State Street
Massachusetts
+$85.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$44.2M
4
SCA
Southpoint Capital Advisors
New York
+$39.7M
5
TCIM
TIAA CREF Investment Management
New York
+$37M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$161M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$85.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$58.7M
4
Millennium Management
Millennium Management
New York
-$45.8M
5
SA
SQ Advisors
Florida
-$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Shell Asset Management
Netherlands
$2.68M – – –
JIM
202
Jupiter Investment Management
United Kingdom
$2.65M +$2.65M +33,400 New
LTI
203
Laffer Tengler Investments
Tennessee
$2.56M – – –
BFM
204
Boston Financial Management
Massachusetts
$2.41M -$236K -2,975 -9%
Brown Advisory
205
Brown Advisory
Maryland
$2.39M +$120K +1,511 +5%
OTPPB
206
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.38M -$615K -7,750 -21%
OI
207
Oakbrook Investments
Illinois
$2.37M -$424K -5,350 -15%
LS
208
Livforsakringsbolaget Skandia
Sweden
$2.26M +$2.26M +28,522 New
KBC Group
209
KBC Group
Belgium
$2.24M +$884K +11,146 +65%
Janus Henderson Group
210
Janus Henderson Group
United Kingdom
$2.18M +$325K +4,100 +18%
OPERF
211
Oregon Public Employees Retirement Fund
Oregon
$2.17M -$63.5K -800 -3%
SFP
212
Santa Fe Partners
New Mexico
$2.12M +$2.12M +26,637 New
AAM
213
Advisors Asset Management
Colorado
$2.08M +$850K +10,719 +69%
Macquarie Group
214
Macquarie Group
Australia
$2.07M -$630K -7,940 -23%
WAM
215
World Asset Management
Michigan
$2.04M -$290K -3,663 -12%
BF
216
BOK Financial
Oklahoma
$2.04M -$30.1K -379 -1%
LMGAM
217
Liberty Mutual Group Asset Management
Massachusetts
$2M +$301K +3,792 +18%
B
218
BP
United Kingdom
$1.98M +$1.98M +25,000 New
NMERB
219
New Mexico Educational Retirement Board
New Mexico
$1.96M +$1.96M +24,742 New
Allianz Asset Management
220
Allianz Asset Management
Germany
$1.96M +$174K +2,198 +10%
PWAG
221
Polaris Wealth Advisory Group
California
$1.96M +$1.96M +24,645 New
SAM
222
Symphony Asset Management
California
$1.91M +$170K +2,149 +10%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$1.86M -$7.92M -99,838 -81%
Asset Management One
224
Asset Management One
Japan
$1.84M -$119K -1,527 -6%
PAM
225
Paradigm Asset Management
New York
$1.82M +$373K +4,700 +26%
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