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Moody's
MCO

Overview Fund Activity

469 hedge funds and large institutions have $17.8B invested in Moody's in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 137 increasing their positions, 193 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
13.62%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.38%
New
45
Increased
137
Reduced
193
Closed
20
Calls
$25.9M
Puts
$54.9M
Net Calls
-$28.9M
Net Calls Change
-$585K

Top Buyers

1
MA
1
Marshfield Associates
District of Columbia
$119M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$132M
3
HCM
3
Herndon Capital Management
Georgia
$170M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$125M
5
SO
5
STRS Ohio
Ohio
$47.6M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$144M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$160M
3
Capital World Investors
3
Capital World Investors
California
$1.3B
4
MG
4
Meritage Group
California
$125M
5
IFP
5
Independent Franchise Partners
United Kingdom
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
201
Mitsubishi UFJ Asset Management
Japan
$3.03M -$217K -2,301 -7%
SAM
202
Strategy Asset Managers
California
$3.01M +$3.01M +31,862 New
PWAG
203
Polaris Wealth Advisory Group
California
$2.91M +$411K +4,350 +16%
BAM
204
Burgundy Asset Management
Ontario, Canada
$2.87M +$149K +1,573 +5%
Brown Advisory
205
Brown Advisory
Maryland
$2.85M – – –
BFM
206
Boston Financial Management
Massachusetts
$2.82M -$62.4K -660 -2%
LTI
207
Laffer Tengler Investments
Tennessee
$2.75M – – –
LS
208
Livforsakringsbolaget Skandia
Sweden
$2.7M – – –
ACM
209
Ativo Capital Management
Illinois
$2.65M -$172K -1,817 -6%
B
210
BP
United Kingdom
$2.65M +$284K +3,000 +12%
AI
211
Atria Investments
North Carolina
$2.62M -$197K -2,087 -7%
SAM
212
Shell Asset Management
Netherlands
$2.62M -$3.87K -41 -0.1%
LCM
213
Laurion Capital Management
New York
$2.62M +$2.62M +27,700 New
Janus Henderson Group
214
Janus Henderson Group
United Kingdom
$2.6M – – –
WAM
215
World Asset Management
Michigan
$2.5M +$97.7K +1,034 +4%
M&T Bank
216
M&T Bank
New York
$2.48M +$2.35M +24,878 +1,896%
OPERF
217
Oregon Public Employees Retirement Fund
Oregon
$2.45M -$75.6K -800 -3%
NMERB
218
New Mexico Educational Retirement Board
New Mexico
$2.38M +$37.8K +400 +2%
SLI
219
Sumitomo Life Insurance
Japan
$2.34M -$63.8K -675 -3%
Allianz Asset Management
220
Allianz Asset Management
Germany
$2.33M -$661 -7 -0%
Asset Management One
221
Asset Management One
Japan
$2.28M +$172K +1,829 +8%
VRS
222
Virginia Retirement Systems
Virginia
$2.25M +$3.31K +35 +0.1%
Citigroup
223
Citigroup
New York
$2.22M -$1.83M -19,360 -45%
LMGAM
224
Liberty Mutual Group Asset Management
Massachusetts
$2.17M -$87.2K -923 -4%
SG Americas Securities
225
SG Americas Securities
New York
$2.15M -$2.49M -26,343 -54%
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