RENEW ENERGY GLOBAL PLC RNW
CL A SHS · Common Stock · CUSIP G7500M104
- SectorUtilities
- IndustryElectric Services
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($46.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $6.25. Options: 5 managers hold calls ($927.5k notional), 6 hold puts ($2.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 84 |
| Q4 2022 | 76 |
| Q1 2023 | 80 |
| Q2 2023 | 85 |
| Q3 2023 | 79 |
| Q4 2023 | 88 |
| Q1 2024 | 92 |
| Q2 2024 | 90 |
| Q3 2024 | 94 |
| Q4 2024 | 122 |
| Q1 2025 | 123 |
| Q2 2025 | 126 |
| Q3 2025 | 125 |
| Q4 2025 | 124 |
| Q1 2026 | 114 |
| Q2 2026 | 145 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 53 | 39 |
| Q4 2024 | 65 | 56 |
| Q1 2025 | 63 | 57 |
| Q2 2025 | 69 | 60 |
| Q3 2025 | 72 | 57 |
| Q4 2025 | 57 | 72 |
| Q1 2026 | 49 | 77 |
| Q2 2026 | 101 | 50 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $344.8k | $12.0m | 34.82 |
| Q4 2025 | $4.8m | $4.9m | 1.03 |
| Q1 2026 | $432.4k | $428.7k | 0.99 |
| Q2 2026 | $927.5k | $2.0m | 2.14 |
Biggest buyers
| BlackRock, Inc. | Added | +1.2m |
| Swedbank AB | Added | +835.9k |
| Nuveen, LLC | New | +593.7k |
| Man Group plc | Added | +521.3k |
| Lumbard & Kellner, LLC | New | +518.3k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +511.3k |
| JANE STREET GROUP, LLC | New | +413.2k |
| FRANKLIN RESOURCES INC | Added | +351.3k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +313.8k |
| CITADEL ADVISORS LLC | Added | +303.0k |
Biggest sellers
| STATE STREET CORP | Reduced | -2.1m |
| M&G PLC | Sold out | -1.9m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Sold out | -1.8m |
| Carrhae Capital LLP | Sold out | -1.3m |
| ABN AMRO INVESTMENT SOLUTIONS | Sold out | -959.8k |
| LMR Partners LLP | Reduced | -911.8k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -421.5k |
| Athos Capital Ltd | Sold out | -329.8k |
| Invesco Ltd. | Reduced | -266.1k |
| Tejara Capital Ltd | Sold out | -255.6k |
Biggest calls
| IMC-Chicago, LLC | New | $339.4k54.3k shares |
| GROUP ONE TRADING LLC | Added | $244.4k39.1k shares |
| JANE STREET GROUP, LLC | Reduced | $178.8k28.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $93.8k15.0k shares |
| Walleye Capital LLC | New | $71.2k11.4k shares |
Biggest puts
| LMR Partners LLP | New | $1.3m200.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $261.2k41.8k shares |
| GROUP ONE TRADING LLC | Reduced | $240.0k38.4k shares |
| IMC-Chicago, LLC | New | $132.5k21.2k shares |
| Walleye Capital LLC | New | $51.9k8.3k shares |
| SIMPLEX TRADING, LLC | Added | $47.5k7.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
CANADA PENSION PLAN INVESTMENT BOARD
13D · may seek influence
-0.1 pts · filed 2026-10-28
Stated purposeThis Amendment amends and supplements Item 4 of the Original Schedule 13D by adding the following: Side Letter to the Transaction Agreement On October 28, 2026, the Reporting Person, Sumant Sinha and the Issuer entered into a side letter (the "Side Letter") to the Transaction Agreement, dated August 11, 2026, among those parties. The Side Letter amends paragraph 4.2(h) of Part 1 of Schedule 3 (Company Equity Plans and Employee Matters) to the Transaction Agreement to clarify the treatment of replacement awards under the New Incentive Plan upon cessation of employment. Except as expressly amended by the Side Letter, the Transaction Agreement remains in full force and effect. The foregoing description of the Side Letter does not purport to be complete and is qualified in its entirety by r… Full filing |
34.3% |
Abu Dhabi Investment Authority
13D · may seek influence
-0.2 pts · filed 2026-08-11
Stated purposeThis Amendment amends and supplements Item 4 of the Original Schedule 13D by adding the following: On August 11, 2026, Canada Pension Plan Investment Board ("CPPIB") and Sumant Sinha (the "Founder") and together with CPPIB, the "Consortium") and the Issuer entered into a Transaction Agreement (the "Transaction Agreement") providing for the acquisition by the Consortium, subject to the Rollover (as defined below), of all the Shares of the Issuer not held by the Consortium, not held as treasury shares by the Issuer and not Rollover Shares (as defined below), for cash consideration of $7.02 per Share (the "Transaction"). The Transaction is to be effected by means of a court-sanctioned scheme of arrangement under Part 26 of the Companies Act 2006 (the "Scheme"). Each non-Consortium shareholde… Full filing |
23.6% |
Sinha Sumant
13D · may seek influence
no change · filed 2026-10-28
Stated purposeThis Amendment amends and supplements Item 4 of the Original Schedule 13D by adding the following: Side Letter to the Transaction Agreement On October 28, 2026, the Reporting Person, Canada Pension Plan Investment Board and the Issuer entered into a side letter (the "Side Letter") to the Transaction Agreement, dated August 11, 2026, among those parties. The Side Letter amends paragraph 4.2(h) of Part 1 of Schedule 3 (Company Equity Plans and Employee Matters) to the Transaction Agreement to clarify the treatment of replacement awards under the New Incentive Plan upon cessation of employment. Except as expressly amended by the Side Letter, the Transaction Agreement remains in full force and effect. The foregoing description of the Side Letter does not purport to be complete and is qualif… Full filing |
19.8% |
JERA Power RN B.V.
13D · may seek influence
-1.6 pts · filed 2026-08-11
Stated purposeThis Amendment amends and supplements Item 4 of the Original Schedule 13D by adding the following: Transaction Agreement On August 11, 2026, the Issuer and a consortium comprising CPP Investments and the founder, Chairman and CEO of the Issuer, Mr. Sumant Sinha (together with CPP Investments, the "Consortium") entered into a Transaction Agreement (the "Transaction Agreement"). Under the terms of the Transaction Agreement, each Share of the Issuer that is not held by the Consortium and their respective affiliates, not held as a treasury share by the Issuer and not a Rollover Share (as defined below) will be transferred to CPP Investments, for cash consideration of US$7.02 per share, without interest and subject to applicable withholding taxes (the "Consideration"), to be implemented by me… Full filing |
10.0% |
Fell to 5% or below in the last year: FRANKLIN TEMPLETON INC (0.1%, 2026-10-28), Rubric Capital Management LP (4.5%, 2026-02-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD 0.26% of their portfolio | 76.5m $478.1m | Unchanged |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 15.0m $93.5m | Added +351.3k |
| Rubric Capital Management LP 0.63% of their portfolio | 11.0m $68.8m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 9.7m $60.6m | Added +1.2m |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 6.2m $38.9m | Added +116.7k |
| NORGES BANK 0.00% of their portfolio | 3.5m $21.8m | Not comparable |
| Invesco Ltd. 0.00% of their portfolio | 3.3m $20.6m | Reduced -266.1k |
| MSD Partners, L.P. 17.03% of their portfolio | 2.1m $13.1m | Unchanged |
| Swedbank AB 0.01% of their portfolio | 1.6m $10.2m | Added +835.9k |
| Man Group plc 0.02% of their portfolio | 1.4m $9.0m | Added +521.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 1.1m $6.7m | Added +511.3k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 1.0m $6.4m | Added +184.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 932.6k $5.8m | Added +19.7k |
| Northwest & Ethical Investments L.P. 0.11% of their portfolio | 752.9k $4.7m | Reduced -194.4k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 741.1k $4.6m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 616.6k $3.9m | Added +313.8k |
| Nuveen, LLC 0.00% of their portfolio | 593.7k $3.7m | New |
| STATE STREET CORP 0.00% of their portfolio | 570.9k $3.6m | Reduced -2.1m |
| CITIGROUP INC 0.00% of their portfolio | 561.5k $3.5m | Added +22.6k |
| Lumbard & Kellner, LLC 0.98% of their portfolio | 518.3k $3.2m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 474.5k $3.0m | Added +2.6k |
| NINE MASTS CAPITAL Ltd 0.33% of their portfolio | 467.6k $2.9m | Reduced -163.2k |
| DAYMARK WEALTH PARTNERS, LLC 0.07% of their portfolio | 433.8k $2.7m | Added +2.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 413.2k $2.6m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 410.7k $2.6m | Added +303.0k |
| UBS Group AG 0.00% of their portfolio | 393.3k $2.5m | Reduced -193.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 366.7k $2.3m | Reduced -7.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 353.9k $2.2m | Added +63.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 336.6k $2.1m | Added +44.2k |
| BOUSSARD & GAVAUDAN GESTION SAS 0.10% of their portfolio | 319.6k $2.0m | First filing |
| OMERS ADMINISTRATION Corp 0.01% of their portfolio | 301.0k $1.9m | New |
| GAM Holding AG 0.12% of their portfolio | 251.1k $1.6m | Added +151.1k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 246.8k $1.5m | Reduced -421.5k |
| LMR Partners LLP 0.01% of their portfolio | 231.9k $1.4m | Reduced -911.8k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 216.3k $1.4m | Added +81.1k |
| Groupe la Francaise 0.02% of their portfolio | 213.8k $1.3m | Unchanged |
| RENAISSANCE GROUP LLC 0.05% of their portfolio | 201.4k $1.3m | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 196.7k $1.2m | New |
| Ballentine Partners, LLC 0.01% of their portfolio | 195.2k $1.2m | Added +99.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 193.1k $1.2m | Reduced -110.1k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 189.6k $1.2m | Added +105.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 185.5k $1.2m | New |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 184.3k $1.2m | New |
| QUADRANT CAPITAL GROUP LLC 0.03% of their portfolio | 181.5k $1.1m | Added +122.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 170.5k $1.1m | Reduced -3.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 168.7k $1.1m | Added +158.7k |
| MORGAN STANLEY 0.00% of their portfolio | 162.9k $1.0m | Reduced -34.0k |
| OXFORD ASSET MANAGEMENT LLP 0.47% of their portfolio | 154.0k $962.5k | Not comparable |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 114.5k $715.9k | Added +60.9k |
| Creative Planning 0.00% of their portfolio | 113.0k $706.1k | Added +33.4k |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 107.0k $668.5k | Added +57.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 106.9k $668.0k | Added +22.4k |
| Aristides Capital LLC 0.17% of their portfolio | 105.4k $658.7k | Reduced -52.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 103.8k $648.4k | Added +43.5k |
| Vident Advisory, LLC 0.00% of their portfolio | 95.4k $596.1k | Added +21.3k |
| SEB Asset Management AB 0.00% of their portfolio | 95.3k $595.4k | Unchanged |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.06% of their portfolio | 89.4k $558.7k | Reduced -50.0k |
| Graham Capital Management, L.P. 0.01% of their portfolio | 88.0k $549.9k | New |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% of their portfolio | 80.4k $502.7k | Reduced -12.2k |
| Squarepoint Ops LLC 0.00% of their portfolio | 75.0k $469.0k | Added +64.4k |
| Harvest Portfolios Group Inc. 0.01% of their portfolio | 73.2k $457.7k | Added +654 |
| Abacus Wealth Partners, LLC 0.05% of their portfolio | 70.8k $442.4k | Reduced -122.3k |
| Aquatic Capital Management LLC 0.01% of their portfolio | 68.0k $424.7k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 67.0k $307.0k | Reduced -13.2k |
| CoreCommodity Management, LLC 0.08% of their portfolio | 64.8k $405.1k | Added +5.3k |
| XTX Topco Ltd 0.01% of their portfolio | 63.6k $397.3k | New |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 53.5k $334.7k | New |
| Aberdeen Group plc 0.00% of their portfolio | 44.3k $276.9k | New |
| CSS LLC/IL 0.01% of their portfolio | 43.8k $273.8k | Added +26.0k |
| Quantbot Technologies LP 0.01% of their portfolio | 42.4k $265.1k | Added +21.8k |
| Corient Private Wealth LP 0.00% of their portfolio | 41.2k $257.7k | Added +4.5k |
| SIH Partners, LLLP 0.01% of their portfolio | 40.1k $250.8k | New |
| EVERETT HARRIS & CO /CA/ 0.00% of their portfolio | 40.0k $250.0k | Unchanged |
| Fifth Third Wealth Advisors LLC 0.01% of their portfolio | 36.5k $228.4k | New |
| SIGNATUREFD, LLC 0.00% of their portfolio | 35.0k $218.9k | Added +15.1k |
| IMC-Chicago, LLC 0.00% of their portfolio | 33.3k $207.9k | New |
| ProShare Advisors LLC 0.00% of their portfolio | 30.9k $192.9k | Added +13.1k |
| EVERMAY WEALTH MANAGEMENT LLC 0.02% of their portfolio | 30.0k $187.5k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 29.4k $183.5k | Added +8.7k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 28.4k $177.6k | Added +22.8k |
| Caption Management, LLC 0.01% of their portfolio | 27.9k $174.6k | New |
| Able Wealth Management LLC 0.04% of their portfolio | 27.2k $169.9k | New |
| Empirical Asset Management, LLC 0.04% of their portfolio | 27.1k $169.6k | New |
| ANCHYRA PARTNERS LLC 0.04% of their portfolio | 26.7k $167.1k | New |
| Symmetry Partners, LLC 0.01% of their portfolio | 26.5k $165.8k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 25.9k $161.9k | Added +1.5k |
| Modern Wealth Management, LLC 0.00% of their portfolio | 25.4k $158.6k | Added +5.6k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 24.0k $150.2k | New |
| BARCLAYS PLC 0.00% of their portfolio | 23.9k $149.6k | Added +3.5k |
| Mariner, LLC 0.00% of their portfolio | 21.5k $134.3k | Reduced -16.1k |
| HUB Investment Partners, LLC 0.00% of their portfolio | 20.9k $130.9k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 20.4k $127.8k | New |
| Park Capital Management, LLC / WI 0.07% of their portfolio | 19.2k $119.9k | New |
| Cerity Partners LLC 0.00% of their portfolio | 18.0k $112.3k | New |
| &PARTNERS 0.00% of their portfolio | 17.5k $109.4k | New |
| Commonwealth Financial Services, LLC 0.01% of their portfolio | 17.3k $108.0k | New |
| LPL Financial LLC 0.00% of their portfolio | 17.0k $106.3k | New |
| Carrera Capital Advisors 0.02% of their portfolio | 16.8k $105.1k | Added +92 |
| Voleon Capital Management LP 0.00% of their portfolio | 16.7k $104.3k | Reduced -36.9k |
| MILLER HOWARD INVESTMENTS INC /NY 0.00% of their portfolio | 16.4k $102.6k | New |