Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Enlight Renewable Energy Ltd (ENLT)

116 + Investors. Track Smart Money conviction in ENLT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
2Q ▲
Buyers last Q
74%

Smart Money Signals — ENLT

Based on 116 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ENLT 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
116 hedge funds hold ENLT 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.
🚀

Fast accumulation — +87% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+87% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

83 buying29 selling
Last quarter: 83 funds were net buyers (41 opened a brand new position + 42 added to an existing one). Only 29 were sellers (20 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new ENLT position: 14 → 3 → 22 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 47% new

■ 34% conviction (2yr+) ■ 18% medium ■ 47% new
Of the 116 current holders: 40 (34%) held >2 years, 21 held 1–2 years, and 55 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +84% but shares only +20% — price-driven

Value
+83%
Shares
+19%
Last quarter: the total dollar value of institutional holdings rose +84%, but actual share count only changed +20%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

5 → 14 → 3 → 22 → 41 new funds/Q
New funds entering each quarter: 14 → 3 → 22 → 41. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 37% veterans, 49% new entrants

■ 37% veterans ■ 14% 1-2yr ■ 49% new
Of 121 current holders: 45 (37%) held 2+ years, 17 held 1–2 years, 59 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
32 of 116 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — ENLT

In 2026 Q1, 83 hedge funds were net buyers of ENLT (41 opened a new position, 42 added to an existing one), while 29 reduced or exited (20 trimmed, 9 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 24% of total institutional value in ENLT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 116.

Hedge Fund Ownership: ENLT

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

Market Analysis: ENLT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ENLT

-- --

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

Is It Too Late to Buy Enlight Renewable Energy Ltd (ENLT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ENLT has moved relative to its sector benchmark (XLU) 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 · 79d ago
ENLT
+22.9%
XLU
-1.6%

ENLT outperformed XLU by +24.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
ENLT
-2.3%
XLU
+92.6%

Since the filing became public, ENLT outperformed XLU by -94.9% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 4 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: ENLT
116 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 116 84 38.1%
13F Shares 48M 40M 19.74%
Total Value $2.93B $1.60B 83.68%
New Positions 41 22 +19
Increased Positions 42 31 +11
Closed Positions 9 4 +5
Reduced Positions 18 15 +3
Total Calls 5 2 150.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.4 0.5 Bullish

Statistics: ENLT

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Financial Highlights

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Institutional Holders (2026 Q1)

116 + investors

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

QUARTER:
Top 25 ENLT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Y.D. More Investments Ltd 14.29% 5,514,993 $364.8M
2 Global IMC LLC 6.37% 45,298 $3.0M
3 Altshuler Shaham Ltd 5.62% 4,712,641 $311.6M
4 Meitav Investment House Ltd 2.71% 3,686,566 $247.5M
5 Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2.03% 235,000 $16.0M
6 Yelin Lapidot Holdings Management Ltd. 1.74% 122,283 $8.3M
7 Migdal Insurance & Financial Holdings Ltd. 0.97% 1,630,721 $111.3M
8 Phoenix Financial Ltd. 0.81% 1,250,550 $85.4M
9 Informed Momentum Co LLC 0.45% 58,524 $3.9M
10 Menora Mivtachim Holdings LTD. 0.28% 880,464 $60.1M
11 Susquehanna Advisors Group, INC. 0.08% 36,376 $2.5M
12 Counterpoint Mutual Funds LLC 0.08% 7,802 $533K
13 SIH Partners, LLLP 0.07% 79,197 $5.4M
14 Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% 2,400 $159K
15 Assenagon Asset Management S.A. 0.05% 505,792 $33.5M
16 BW Gestao de Investimentos Ltda. 0.05% 21,076 $1.4M
17 Bleakley Financial Group, LLC 0.04% 35,111 $2.4M
18 Arrowstreet Capital, Limited Partnership 0.04% 995,347 $66.1M
19 Advisors Asset Management, Inc. 0.03% 26,765 $1.8M
20 Axq Capital, LP 0.03% 3,241 $221K
21 Quadrature Capital Ltd 0.02% 30,037 $2.1M
22 XTX Topco Ltd 0.02% 17,892 $1.2M
23 Vanguard Fiduciary Trust Co 0.02% 1,136,025 $76.6M
24 Canada Pension Plan Investment Board 0.02% 426,129 $28.3M
25 Legal & General Group Plc 0.02% 1,148,999 $76.2M
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 — Enlight Renewable Energy Ltd (ENLT)

What does the Smart Money Trend signal show for ENLT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ENLT 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 ENLT?

More buyers than sellers — 74% buying: Last quarter: 83 funds were net buyers (41 opened a brand new position + 42 added to an existing one). Only 29 were sellers (20 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ENLT holders?

Strong quality — 24% AUM from major funds: 32 of 116 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ENLT?

Mixed — 34% long-term, 47% new: Of the 116 current holders: 40 (34%) held >2 years, 21 held 1–2 years, and 55 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Enlight Renewable Energy Ltd (ENLT) following the 2026 Q1 hedge fund 13F filings?

As of today, ENLT has moved -2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +92.6% for the XLU sector ETF — an outperformance of -94.9%. Since the quarter end (March 31, 2026), ENLT has gained +22.9% vs -1.6% for XLU. 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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