Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Moodys Corp (MCO)

1K + Investors. Track Smart Money conviction in MCO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — MCO

Based on 1410 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MCO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,410 hedge funds hold MCO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+80 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

666 buying652 selling
Last quarter: 666 funds bought or added vs 652 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~162 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 113 → 209 → 161 → 162. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
932 out of 1,410 hedge funds have held MCO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +161%, value +2%

Value
+1%
Shares
+160%
Last quarter: funds added +161% more shares while total portfolio value only changed +2%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~162 new funds/quarter

167 → 113 → 209 → 161 → 162 new funds/Q
New funds entering each quarter: 113 → 209 → 161 → 162. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 1,442 holders: 987 (68%) are 2+ year veterans, 177 entered 1–2 years ago, and 278 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
70 of 1406 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in MCO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MCO

In 2026 Q2, 666 hedge funds were net buyers of MCO (162 opened a new position, 504 added to an existing one), while 652 reduced or exited (522 trimmed, 130 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 57% of total institutional value in MCO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 1410.

Hedge Fund Ownership: MCO

How many hedge funds hold MCO — quarterly history vs. share price
Quarterly hedge fund ownership of MCO vs. share price

Market Analysis: MCO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MCO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 23 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: MCO
1K + Investors

Track Smart Money conviction in MCO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1387 1378 0.65%
13F Shares 322M 163M 98.24%
Total Value $69.85B $69.05B 1.15%
New Positions 157 161 -4
Increased Positions 494 492 +2
Closed Positions 144 197 -53
Reduced Positions 505 503 +2
Total Calls 18 18 -
Total Puts 18 17 5.88%
PUT/CALL Ratio 1.0 0.94 Neutral

Statistics: MCO

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MCO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MCO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BRX Global LP 41.39% 74,868 $33.9M
2 Rings Capital Management LLC 27.65% 120,000 $54.4M
3 Valley Forge Capital Management, LP 19.14% 1,317,188 $596.6M
4 Bluegrass Capital Partners LP 15.30% 52,000 $23.6M
5 TCI Fund Management Ltd 12.30% 14,334,027 $6.49B
6 Akre Capital Management LLC 10.23% 1,156,893 $524.0M
7 Bls Capital Fondsmaeglerselskab A/S 8.11% 464,583 $210.4M
8 Lansing Management LP 7.67% 27,989 $12.7M
9 Egerton Capital (UK) LLP 7.46% 1,704,229 $771.9M
10 GFI Investment Counsel Ltd. 7.24% 117,879 $53.4M
11 Rothschild & Co Wealth Management UK Ltd 7.22% 1,104,935 $500.4M
12 Caledonia Investments plc 6.99% 136,300 $61.7M
13 Ycg, LLC 6.94% 174,210 $78.9M
14 Coalescence Partners Investment Management, LP 6.94% 52,204 $23.6M
15 11 Capital Partners LP 6.61% 53,694 $24.3M
16 Obion Capital Management LP 6.49% 16,843 $7.6M
17 PineStone Asset Management Inc. 6.39% 2,283,961 $1.03B
18 Armstrong Henry H Associates Inc 6.33% 144,243 $65.3M
19 Windacre Partnership LLC 6.31% 1,409,900 $638.6M
20 Oakcliff Capital Partners, LP 5.74% 34,000 $15.4M
21 Quantum Capital Management, LLC / NJ 5.72% 100,778 $45.6M
22 Maestria Partners LLC 4.72% 30,000 $13.6M
23 Park State Asset Management 4.60% 10,404 $4.7M
24 Marshfield Associates 4.49% 422,806 $191.5M
25 Emmett Investment Management, LP 4.44% 13,515 $6.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Moodys Corp (MCO)

What does the Smart Money Trend signal show for MCO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MCO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MCO?

Slight buying edge — 51% buying: Last quarter: 666 funds bought or added vs 652 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MCO holders?

Elite ownership — 57% AUM from top-100 funds: 70 of 1406 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in MCO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MCO?

66% of holders stayed for 2+ years: 932 out of 1,410 hedge funds have held MCO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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