Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Renew Energy Global plc (RNW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
2Q ▼
Buyers last Q
40%

Smart Money Signals — RNW

Based on 113 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their RNW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
113 funds currently hold this stock — 90% of the 3.0-year high of 125 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold RNW compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

52 buying77 selling
Last quarter: 77 funds reduced or exited vs 52 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.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 25 → 24 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 35% medium ■ 23% new
48 out of 113 hedge funds have held RNW 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 -5%, value -24%

Value
-23%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -24%. 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

24 → 26 → 25 → 24 → 19 new funds/Q
New funds entering each quarter: 26 → 25 → 24 → 19. RNW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 46% veterans vs 30% newcomers

■ 46% veterans ■ 24% 1-2yr ■ 30% new
Entry-cohort mix of 115 holders: 53 (46%) are 2+ year veterans, 28 entered 1–2 years ago, and 34 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds
29 of 111 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in RNW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — RNW

In 2026 Q1, 52 hedge funds were net buyers of RNW (19 opened a new position, 33 added to an existing one), while 77 reduced or exited (49 trimmed, 28 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 75% of total institutional value in RNW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 113.

Hedge Fund Ownership: RNW

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

Market Analysis: RNW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RNW

-- --

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

Is It Too Late to Buy Renew Energy Global plc (RNW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RNW 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 · 80d ago
RNW
nan%
XLU
nan%

RNW outperformed XLU by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
RNW
nan%
XLU
nan%

Since the filing became public, RNW outperformed XLU by nan% .

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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: RNW
113 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 122 -7.38%
13F Shares 147M 155M -5.41%
Total Value $667M $876M -23.78%
New Positions 19 24 -5
Increased Positions 30 32 -2
Closed Positions 28 27 +1
Reduced Positions 50 50 -
Total Calls 3 4 -25.0%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.33 0.75 Bullish

Statistics: RNW

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

113 + investors

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

QUARTER:
Top 25 RNW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MSD Partners, L.P. 11.64% 2,091,480 $9.6M
2 Rubric Capital Management LP 0.53% 11,000,000 $50.4M
3 NINE MASTS CAPITAL Ltd 0.42% 630,878 $2.9M
4 Tejara Capital Ltd 0.39% 255,578 $1.2M
5 Canada Pension Plan Investment Board 0.23% 76,501,166 $350.4M
6 Carrhae Capital LLP 0.18% 1,277,071 $5.8M
7 Aristides Capital LLC 0.16% 157,548 $722K
8 Northwest & Ethical Investments L.P. 0.10% 947,339 $4.3M
9 Abacus Wealth Partners, LLC 0.08% 193,124 $885K
10 Daymark Wealth Partners, LLC 0.06% 431,035 $2.0M
11 Abn Amro Investment Solutions 0.06% 959,751 $4.4M
12 R Squared Ltd 0.05% 20,984 $96K
13 CoreCommodity Management, LLC 0.05% 59,524 $273K
14 M&G Plc 0.05% 1,947,106 $9.7M
15 Credit Industriel Et Commercial 0.05% 139,390 $638K
16 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% 92,641 $424K
17 State of Wyoming 0.03% 50,865 $233K
18 Axq Capital, LP 0.02% 33,334 $153K
19 Franklin Resources Inc 0.02% 14,611,092 $66.9M
20 Evermay Wealth Management LLC 0.02% 30,000 $137K
21 DGS Capital Management, LLC 0.01% 19,524 $89K
22 Groupe la Francaise 0.01% 213,756 $979K
23 Carrera Capital Advisors 0.01% 16,722 $77K
24 Millennium Management LLC 0.01% 6,103,537 $28.0M
25 LMR Partners LLP 0.01% 1,143,638 $5.2M
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 — Renew Energy Global plc (RNW)

What does the Smart Money Trend signal show for RNW?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their RNW 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 RNW?

More sellers than buyers — 40% buying: Last quarter: 77 funds reduced or exited vs 52 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 RNW holders?

Elite ownership — 75% AUM from top-100 funds: 29 of 111 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in RNW. 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 RNW?

42% of holders stayed for 2+ years: 48 out of 113 hedge funds have held RNW 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 Renew Energy Global plc (RNW) following the 2026 Q1 hedge fund 13F filings?

As of today, RNW has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLU sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), RNW has gained nan% vs nan% 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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