Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Renew Energy Global plc (RNW)

143 + 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
↑ +29
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — RNW

Based on 144 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 RNW 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
144 hedge funds hold RNW 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 — +16% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

105 buying52 selling
Last quarter: 105 funds were net buyers (52 opened a brand new position + 53 added to an existing one). Only 52 were sellers (29 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new RNW position: 25 → 24 → 19 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 26% medium ■ 33% new
59 out of 144 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.
💰

Value +37% but shares only +1% — price-driven

Value
+37%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +1%. 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.
📈

Growing discovery — still being found

26 → 25 → 24 → 19 → 52 new funds/Q
New funds entering each quarter: 25 → 24 → 19 → 52. A growing number of institutions are discovering RNW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 45% veterans vs 36% newcomers

■ 45% veterans ■ 19% 1-2yr ■ 36% new
Entry-cohort mix of 149 holders: 67 (45%) are 2+ year veterans, 28 entered 1–2 years ago, and 54 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 83% AUM from top-100 funds

83% from top-100 AUM funds
35 of 144 holders are among the 100 largest funds by AUM, controlling 83% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q2, 105 hedge funds were net buyers of RNW (52 opened a new position, 53 added to an existing one), while 52 reduced or exited (29 trimmed, 23 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 83% of total institutional value in RNW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 144.

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

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

Loading signal freshness…
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
0.6
/ 10
conviction
Hedge Fund Positioning: RNW
143 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 143 115 24.35%
13F Shares 148M 147M 0.64%
Total Value $918M $670M 36.9%
New Positions 52 19 +33
Increased Positions 53 30 +23
Closed Positions 24 26 -2
Reduced Positions 27 52 -25
Total Calls 2 3 -33.33%
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.5 0.33 Bearish

Statistics: RNW

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Institutional Holders (2026 Q2)

143 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MSD Partners, L.P. 17.03% 2,091,480 $13.1M
2 Lumbard & Kellner, LLC 0.98% 518,293 $3.2M
3 Rubric Capital Management LP 0.63% 11,000,000 $68.8M
4 NINE MASTS CAPITAL Ltd 0.29% 467,642 $2.9M
5 Canada Pension Plan Investment Board 0.26% 76,501,166 $478.1M
6 Aristides Capital LLC 0.13% 105,398 $659K
7 Northwest & Ethical Investments L.P. 0.11% 752,896 $4.7M
8 Boussard & Gavaudan Gestion Sas 0.10% 319,568 $2.0M
9 CoreCommodity Management, LLC 0.08% 64,816 $405K
10 Park Capital Management, LLC / WI 0.07% 19,188 $120K
11 OneAscent Investment Solutions LLC 0.07% 11,836 $74K
12 Daymark Wealth Partners, LLC 0.07% 433,805 $2.7M
13 Renaissance Group LLC 0.05% 201,387 $1.3M
14 Abacus Wealth Partners, LLC 0.05% 70,782 $442K
15 R Squared Ltd 0.04% 12,925 $81K
16 GAM Holding AG 0.04% 100,000 $458K
17 Anchyra Partners LLC 0.04% 26,729 $167K
18 Able Wealth Management LLC 0.04% 27,182 $170K
19 Empirical Asset Management, LLC 0.04% 27,135 $170K
20 Credit Industriel Et Commercial 0.04% 89,390 $559K
21 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% 80,436 $503K
22 Quadrant Capital Group LLC 0.03% 181,547 $1.1M
23 Franklin Resources Inc 0.02% 14,962,436 $93.5M
24 Evermay Wealth Management LLC 0.02% 30,000 $188K
25 Groupe la Francaise 0.02% 213,756 $1.3M
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 — Renew Energy Global plc (RNW)

What does the Smart Money Trend signal show for RNW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RNW 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 RNW?

More buyers than sellers — 67% buying: Last quarter: 105 funds were net buyers (52 opened a brand new position + 53 added to an existing one). Only 52 were sellers (29 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RNW holders?

Elite ownership — 83% AUM from top-100 funds: 35 of 144 holders are among the 100 largest funds by AUM, controlling 83% 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?

41% of holders stayed for 2+ years: 59 out of 144 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.

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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