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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 %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$3.43B 24,669,778 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.27B 16,337,965 +134,615 +0.8%
BlackRock
3
BlackRock
New York
$1.44B 10,329,634 -20,962 -0.2%
State Street
4
State Street
Massachusetts
$1.03B 7,369,654 -1,020 -0%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$940M 6,755,351 -53,592 -0.8%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$828M 5,950,770 -362,819 -6%
ACM
7
AKRE Capital Management
Virginia
$791M 5,684,286 -15,390 -0.3%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$757M 5,439,707 -354,261 -6%
Principal Financial Group
9
Principal Financial Group
Iowa
$714M 5,128,216 +33,723 +0.7%
Harris Associates
10
Harris Associates
Illinois
$508M 3,650,854 -19,795 -0.5%
Capital International Investors
11
Capital International Investors
California
$458M 3,287,478 +31,978 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$376M 2,699,968 +217,971 +9%
Morgan Stanley
13
Morgan Stanley
New York
$286M 2,057,437 +351,493 +21%
Deutsche Bank
14
Deutsche Bank
Germany
$279M 2,003,500 -64,973 -3%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$278M 1,994,294 +55,053 +3%
Northern Trust
16
Northern Trust
Illinois
$277M 1,986,611 +124,985 +7%
APG Asset Management
17
APG Asset Management
Netherlands
$259M 1,863,438 +34,200 +2%
DZ Bank
18
DZ Bank
Germany
$243M 1,745,954 +55,253 +3%
TCI Fund Management
19
TCI Fund Management
United Kingdom
$231M 1,660,123 +152,184 +10%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$230M 1,653,624 +11,930 +0.7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$230M 1,656,540 +68,634 +4%
Norges Bank
22
Norges Bank
Norway
$217M 1,558,991 +172,496 +12%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$217M 1,555,347 -13,989 -0.9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$213M 1,530,545 -20,880 -1%
VVP
25
Vulcan Value Partners
Alabama
$208M 1,494,378 -137,094 -8%
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