Golar Lng Ltd (GLNG) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Golar Lng Ltd (GLNG) following the 2026 Q2 hedge fund 13F filings?

As of today, GLNG has moved +0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.1% for the XLE sector ETF — an outperformance of -0.4%. Since the quarter end (June 30, 2026), GLNG gained +6.1% vs +17.9% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Golar Lng Ltd (GLNG)

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

Smart Money Signals — GLNG

Based on 346 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added GLNG 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

346 hedge funds hold GLNG 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 — +22% more funds vs a year ago

fund count last 6Q

+63 new funds entered over the past year (+22% 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 — 61% buying

218 buying140 selling

Last quarter: 218 funds were net buyers (92 opened a brand new position + 126 added to an existing one). Only 140 were sellers (101 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+45 vs last Q)

new funds entering per quarter

Funds opening a new GLNG position: 48 → 43 → 47 → 92. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 22% medium ■ 24% new

187 out of 346 hedge funds have held GLNG 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 +46% but shares only +7% — price-driven

Value

+45%

+7%

Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +7%. 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

50 → 48 → 43 → 47 → 92 new funds/Q

New funds entering each quarter: 48 → 43 → 47 → 92. 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.

🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new

Entry-cohort mix of 375 holders: 232 (62%) are 2+ year veterans, 50 entered 1–2 years ago, and 93 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds

48 of 339 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	344	293	17.41%
13F Shares	96M	90M	7.31%
Total Value	$4.88B	$3.35B	45.67%
New Positions	91	47	+44
Increased Positions	115	93	+22
Closed Positions	40	52	-12
Reduced Positions	96	114	-18
Total Calls	20	16	25.0%
Total Puts	15	11	36.36%
PUT/CALL Ratio	0.75	0.69	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

344

293

17.41%

13F Shares

96M

90M

7.31%

Total Value

$4.88B

$3.35B

45.67%

New Positions

+44

Increased Positions

115

+22

Closed Positions

-12

Reduced Positions

114

-18

Total Calls

25.0%

Total Puts

36.36%

PUT/CALL Ratio

0.75

0.69

Neutral

Institutional Holders (2026 Q2)

344 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 GLNG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Naria Inc.	100.00%	10,284,166	$512.6M
2	Steinberg Asset Management LLC	43.99%	1,418,687	$70.7M
3	Charter Oak Advisors LP	9.34%	340,599	$17.0M
4	Verbena Value LP	9.04%	1,097,502	$54.7M
5	Huber Capital Management LLC	7.05%	960,400	$47.9M
6	Wolf Hill Capital Management, LP	6.73%	1,614,386	$80.5M
7	Bayberry Capital Partners LP	5.99%	349,000	$17.4M
8	Heights Point Management, LP	5.00%	126,052	$6.3M
9	Rubric Capital Management LP	4.20%	9,178,978	$457.5M
10	Sachem Head Capital Management LP	3.74%	3,620,000	$180.4M
11	VR Advisory Services Ltd	3.02%	682,493	$34.0M
12	Ashoka WhiteOak Capital Pte Ltd	2.68%	229,210	$11.4M
13	DG Capital Management, LLC	2.60%	248,100	$12.4M
14	Hound Partners, LLC	2.59%	449,174	$22.4M
15	Luxor Capital Group, LP	2.52%	1,273,427	$63.5M
16	Philosophy Capital Management LLC	2.40%	1,018,199	$50.7M
17	Garnet Equity Capital Holdings, INC.	2.21%	234,504	$11.7M
18	Amplify Investments, LLC	2.18%	3,160	$157K
19	Clearline Capital LP	1.97%	662,756	$33.0M
20	De Lisle Partners LLP	1.81%	333,390	$16.6M
21	HITE Hedge Asset Management LLC	1.81%	663,403	$33.1M
22	AYAL Capital Advisors Ltd	1.69%	125,219	$6.2M
23	Long Focus Capital Management, LLC	1.51%	1,186,000	$59.1M
24	Kettle Hill Capital Management, LLC	1.46%	118,889	$5.9M
25	Shay Capital LLC	1.39%	435,000	$21.7M

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 — Golar Lng Ltd (GLNG)

What does the Smart Money Trend signal show for GLNG?

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

More buyers than sellers — 61% buying: Last quarter: 218 funds were net buyers (92 opened a brand new position + 126 added to an existing one). Only 140 were sellers (101 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GLNG holders?

Strong quality — 29% AUM from major funds: 48 of 339 holders rank in the top 100 by AUM, accounting for 29% 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 GLNG?

54% of holders stayed for 2+ years: 187 out of 346 hedge funds have held GLNG 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 Golar Lng Ltd (GLNG) following the 2026 Q2 hedge fund 13F filings?

As of today, GLNG has moved +0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.1% for the XLE sector ETF — an outperformance of -0.4%. Since the quarter end (June 30, 2026), GLNG has gained +6.1% vs +17.9% for XLE. 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.

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Golar Lng Ltd (GLNG)

Smart Money Signals — GLNG

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +22% more funds vs a year ago

More buyers than sellers — 61% buying

More new buyers each quarter (+45 vs last Q)

54% of holders stayed for 2+ years

Value +46% but shares only +7% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 62% veterans vs 25% newcomers

Strong quality — 29% AUM from major funds

Institutional Sentiment Summary — GLNG

Hedge Fund Ownership: GLNG

Market Analysis: GLNG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GLNG

Is It Too Late to Buy Golar Lng Ltd (GLNG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: GLNG

Statistics: GLNG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Golar Lng Ltd (GLNG)

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