Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Atrenew Inc (RERE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — RERE

Based on 78 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RERE 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 (96% of max)

96% of all-time peak
78 hedge funds hold RERE 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 — +39% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+39% 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.
🔴

Heavy selling pressure — only 38% buying

30 buying50 selling
Last quarter: 50 funds sold vs only 30 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 22 → 22 → 13. 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.
📌

Mixed — 33% long-term, 29% new

■ 33% conviction (2yr+) ■ 37% medium ■ 29% new
Of the 78 current holders: 26 (33%) held >2 years, 29 held 1–2 years, and 23 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.
💎

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.
📊

Peak discovery — momentum slowing

10 → 22 → 22 → 22 → 13 new funds/Q
New funds entering each quarter: 22 → 22 → 22 → 13. RERE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 33% veterans, 41% new entrants

■ 33% veterans ■ 26% 1-2yr ■ 41% new
Of 78 current holders: 26 (33%) held 2+ years, 20 held 1–2 years, 32 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
19 of 78 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — RERE

In 2026 Q2, 30 hedge funds were net buyers of RERE (13 opened a new position, 17 added to an existing one), while 50 reduced or exited (34 trimmed, 16 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 38% of total institutional value in RERE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 78.

Hedge Fund Ownership: RERE

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

Market Analysis: RERE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RERE

-- --

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

Is It Too Late to Buy Atrenew Inc (RERE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RERE has moved relative to its sector benchmark (XLY) since the 2026 Q2 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 June 30, 2026 · 91d ago
RERE
-0.5%
XLY
-6.5%

RERE outperformed XLY by +6.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 46d ago
RERE
-15.4%
XLY
-7.2%

Since the filing became public, RERE outperformed XLY by -8.2% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: RERE
77 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 77 81 -4.94%
13F Shares 53M 53M 0.4%
Total Value $163M $200M -18.38%
New Positions 13 22 -9
Increased Positions 17 21 -4
Closed Positions 17 17 -
Reduced Positions 33 19 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RERE

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Enterprise Value/EBITDA --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

77 + investors

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

QUARTER:
Top 25 RERE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yiheng Capital Management, L.P. 4.20% 3,163,117 $12.2M
2 Tiger Pacific Capital LP 3.67% 2,069,435 $8.0M
3 Parametrica Management Ltd 1.65% 544,946 $2.1M
4 Prescott Group Capital Management, L.L.C. 1.11% 3,315,436 $12.8M
5 Eschler Asset Management LLP 0.86% 124,600 $482K
6 EntryPoint Capital, LLC 0.17% 106,559 $253K
7 Tiger Global Management LLC 0.16% 9,831,218 $38.0M
8 CenterBook Partners LP 0.11% 565,991 $2.2M
9 Pinpoint Asset Management (Singapore) Pte. Ltd. 0.10% 130,512 $505K
10 Greenwoods Asset Management Hong Kong Ltd. 0.09% 525,000 $2.0M
11 Harvest Fund Management Co., Ltd 0.09% 700,000 $2.7M
12 Dymon Asia Capital (singapore) PTE. LTD. 0.07% 425,456 $1.6M
13 IvyRock Asset Management (HK) Ltd 0.04% 20,000 $77K
14 Post Resch Tallon Group Inc. 0.04% 14,000 $54K
15 Oasis Management Co Ltd. 0.02% 100,000 $387K
16 Evergreen Quality Fund GP, Ltd. 0.02% 286,520 $1.1M
17 FIL Ltd 0.01% 3,518,708 $13.6M
18 Capitolis Liquid Global Markets LLC 0.01% 368,200 $1.4M
19 Susquehanna Portfolio Strategies, LLC 0.01% 84,227 $326K
20 Arrowstreet Capital, Limited Partnership 0.00% 2,653,615 $10.3M
21 Qube Research & Technologies Ltd 0.00% 1,263,331 $4.9M
22 Engineers Gate Manager LP 0.00% 70,814 $274K
23 Citigroup Inc 0.00% 2,730,769 $10.6M
24 Healthcare of Ontario Pension Plan Trust Fund 0.00% 501,000 $1.9M
25 XTX Topco Ltd 0.00% 50,724 $196K
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 — Atrenew Inc (RERE)

What does the Smart Money Trend signal show for RERE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RERE 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 RERE?

Heavy selling pressure — only 38% buying: Last quarter: 50 funds sold vs only 30 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for RERE holders?

Strong quality — 38% AUM from major funds: 19 of 78 holders rank in the top 100 by AUM, accounting for 38% 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 RERE?

Mixed — 33% long-term, 29% new: Of the 78 current holders: 26 (33%) held >2 years, 29 held 1–2 years, and 23 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 Atrenew Inc (RERE) following the 2026 Q2 hedge fund 13F filings?

As of today, RERE has moved -15.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -7.2% for the XLY sector ETF — an outperformance of -8.2%. Since the quarter end (June 30, 2026), RERE has gained -0.5% vs -6.5% for XLY. 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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