Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SASOL LTD (SSL)

149 + Investors. Track Smart Money conviction in SSL. 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
↑ +30
Streak
4Q ▲
Buyers last Q
72%

Smart Money Signals — SSL

Based on 150 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SSL 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
150 hedge funds hold SSL 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 — +55% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+55% 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 — 72% buying

115 buying44 selling
Last quarter: 115 funds were net buyers (47 opened a brand new position + 68 added to an existing one). Only 44 were sellers (27 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new SSL position: 20 → 21 → 24 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 21% medium 27% new
77 out of 150 hedge funds have held SSL 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 +196% but shares only +51% — price-driven

Value
+196%
Shares
+50%
Last quarter: the total dollar value of institutional holdings rose +196%, but actual share count only changed +51%. 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

12 → 20 → 21 → 24 → 47 new funds/Q
New funds entering each quarter: 20 → 21 → 24 → 47. 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.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 16% 1-2yr 27% new
Of 154 current holders: 88 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
33 of 150 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in SSL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — SSL

In 2026 Q1, 115 hedge funds were net buyers of SSL (47 opened a new position, 68 added to an existing one), while 44 reduced or exited (27 trimmed, 17 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in SSL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 150.

Hedge Fund Ownership: SSL

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

Market Analysis: SSL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SSL

-- --

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

Is It Too Late to Buy SASOL LTD (SSL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SSL has moved relative to its sector benchmark (SPY) 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 · 66d ago
SSL
+5.0%
SPY
+15.7%

SSL outperformed SPY by -10.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 21d ago
SSL
-0.4%
SPY
+1.8%

Since the filing became public, SSL outperformed SPY by -2.2% .

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.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: SSL
149 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 149 120 24.17%
13F Shares 33M 22M 50.61%
Total Value $418M $141M 195.77%
New Positions 46 24 +22
Increased Positions 68 51 +17
Closed Positions 17 14 +3
Reduced Positions 25 34 -9
Total Calls 5 1 400.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.2 2.0 Bullish

Statistics: SSL

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

149 + investors

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

QUARTER:
Top 25 institutional holders of SSL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mudita Advisors LLP 1.61% 607,325 $7.9M
2 BAROMETER CAPITAL MANAGEMENT INC. 0.44% 99,000 $1.3M
3 Voleon Capital Management LP 0.41% 1,456,521 $18.9M
4 Glenorchy Capital Ltd 0.26% 348,220 $4.5M
5 Pekin Hardy Strauss, Inc. 0.23% 171,300 $2.2M
6 X-Square Capital, LLC 0.21% 48,626
7 Ariadne Wealth Management, LP 0.18% 30,324 $393K
8 Quartz Partners, LLC 0.11% 21,523 $279K
9 Capital Wealth Planning, LLC 0.09% 1,230,750 $16.0M
10 Caitong International Asset Management Co., Ltd 0.09% 36,193 $469K
11 SmartHarvest Portfolios, LLC 0.09% 15,736 $204K
12 Old West Investment Management, LLC 0.08% 59,207 $767K
13 Dynamic Technology Lab Private Ltd 0.06% 28,213 $366K
14 Connor, Clark & Lunn Investment Management Ltd. 0.06% 1,875,450 $24.3M
15 Henshaw Capital LLC 0.05% 14,484 $393K
16 TWO SIGMA SECURITIES, LLC 0.04% 23,688 $307K
17 Headlands Technologies LLC 0.03% 23,348 $303K
18 DGS Capital Management, LLC 0.03% 14,387 $186K
19 Sivia Capital Partners, LLC 0.03% 11,390 $148K
20 ATLAS CAPITAL ADVISORS INC. 0.03% 18,166 $235K
21 Canal Capital Management, LLC 0.03% 15,000 $194K
22 ABC ARBITRAGE SA 0.03% 14,602 $189K
23 GTS SECURITIES LLC 0.02% 52,943 $686K
24 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% 371,890 $4.8M
25 Point72 Asset Management, L.P. 0.02% 1,331,339 $17.3M
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 — SASOL LTD (SSL)

What does the Smart Money Trend signal show for SSL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SSL 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 SSL?

More buyers than sellers — 72% buying: Last quarter: 115 funds were net buyers (47 opened a brand new position + 68 added to an existing one). Only 44 were sellers (27 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SSL holders?

Elite ownership — 53% AUM from top-100 funds: 33 of 150 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in SSL. 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 SSL?

51% of holders stayed for 2+ years: 77 out of 150 hedge funds have held SSL 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 SASOL LTD (SSL) following the 2026 Q1 hedge fund 13F filings?

As of today, SSL has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.8% for the SPY sector ETF — an outperformance of -2.2%. Since the quarter end (March 31, 2026), SSL has gained +5.0% vs +15.7% for SPY. 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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