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
↓ -40
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — MCO

Based on 1372 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MCO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
1,372 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 — +7% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

654 buying707 selling
Last quarter: 707 funds reduced or exited vs 654 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-51 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 165 → 113 → 209 → 158. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 16% new
903 out of 1,372 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 -2%, value -17%

Value
-17%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

140 → 165 → 113 → 209 → 158 new funds/Q
New funds entering each quarter: 165 → 113 → 209 → 158. A growing number of institutions are discovering MCO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 1,400 current holders: 952 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
66 of 1372 holders are among the 100 largest funds by AUM, controlling 46% 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 Q1, 654 hedge funds were net buyers of MCO (158 opened a new position, 496 added to an existing one), while 707 reduced or exited (509 trimmed, 198 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 46% of total institutional value in MCO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -40 funds (more exits than new entries). Total institutional holders: 1372.

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.

Is It Too Late to Buy Moodys Corp (MCO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MCO has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
MCO
+4.1%
XLF
+1220.3%

MCO outperformed XLF by -1216.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
MCO
+5.9%
XLF
+4.8%

Since the filing became public, MCO outperformed XLF by +1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

70 top-rated funds 22 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
4.0
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1363 1412 -3.47%
13F Shares 161M 163M -1.55%
Total Value $68.12B $82.08B -17.02%
New Positions 156 209 -53
Increased Positions 490 498 -8
Closed Positions 205 111 +94
Reduced Positions 496 474 +22
Total Calls 18 12 50.0%
Total Puts 17 12 41.67%
PUT/CALL Ratio 0.94 1.0 Neutral

Statistics: MCO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BRX Global LP 42.57% 74,868 $32.7M
2 Rings Capital Management LLC 28.13% 120,000 $52.4M
3 Valley Forge Capital Management, LP 17.02% 1,317,188 $574.6M
4 Bluegrass Capital Partners LP 16.35% 52,000 $22.7M
5 TCI Fund Management Ltd 13.84% 14,334,027 $6.25B
6 Coalescence Partners Investment Management, LP 9.77% 103,575 $45.2M
7 Square Wave Capital, LLC 9.13% 86,500 $37.7M
8 Altarock Partners LP 9.11% 862,036 $376.1M
9 Akre Capital Management LLC 8.86% 1,246,114 $543.6M
10 Lansing Management LP 8.02% 27,679 $12.1M
11 Bls Capital Fondsmaeglerselskab A/S 7.70% 518,183 $226.1M
12 Egerton Capital (UK) LLP 7.48% 1,545,670 $674.3M
13 Rothschild & Co Wealth Management UK Ltd 7.40% 1,108,934 $483.8M
14 Obion Capital Management LP 7.25% 16,843 $7.3M
15 PineStone Asset Management Inc. 7.21% 2,349,784 $1.03B
16 GFI Investment Counsel Ltd. 7.19% 120,472 $52.6M
17 Ycg, LLC 6.91% 174,963 $76.3M
18 11 Capital Partners LP 6.62% 52,886 $23.1M
19 Caledonia Investments plc 6.62% 129,800 $56.6M
20 Armstrong Henry H Associates Inc 6.41% 144,120 $62.9M
21 Maestria Partners LLC 6.37% 40,000 $17.4M
22 Windacre Partnership LLC 6.22% 1,332,900 $581.5M
23 XXEC, Inc. 6.18% 69,245 $35.2M
24 Quantum Capital Management, LLC / NJ 5.57% 99,704 $43.5M
25 Unio Capital LLC 4.77% 51,008 $22.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MCO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MCO?

More sellers than buyers — 48% buying: Last quarter: 707 funds reduced or exited vs 654 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MCO holders?

Elite ownership — 46% AUM from top-100 funds: 66 of 1372 holders are among the 100 largest funds by AUM, controlling 46% 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: 903 out of 1,372 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.

Is it too late to buy Moodys Corp (MCO) following the 2026 Q1 hedge fund 13F filings?

As of today, MCO has moved +5.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), MCO has gained +4.1% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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