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 ($71.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.43. Options: 7 managers hold calls ($1.7m notional), 5 hold puts ($117.6k).
Trends to Q3 2023
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 35 | 39 |
| Q1 2023 | 51 | 36 |
| Q2 2023 | 43 | 41 |
| Q3 2023 | 34 | 47 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $8.8m | $5.8m | 0.66 |
| Q1 2023 | $25.3m | $2.6m | 0.10 |
| Q2 2023 | $8.1m | $353.5k | 0.04 |
| Q3 2023 | $1.7m | $117.6k | 0.07 |
Biggest buyers
| Rubric Capital Management LP | Added | +1.7m |
| TORTOISE CAPITAL ADVISORS, L.L.C. | Added | +518.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +495.6k |
| Northwest & Ethical Investments L.P. | Added | +405.8k |
| CITADEL ADVISORS LLC | Added | +189.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +170.0k |
| GSA CAPITAL PARTNERS LLP | Added | +118.2k |
| UBS Group AG | New | +72.7k |
| Graham Capital Management, L.P. | New | +56.0k |
| Tidal Investments LLC | Added | +54.9k |
Biggest sellers
| Zimmer Partners, LP | Reduced | -2.9m |
| Aberdeen Group plc | Reduced | -1.2m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -621.1k |
| Clear Sky Carbon Solutions Investment Management, LLC | Sold out | -570.0k |
| KAYNE ANDERSON CAPITAL ADVISORS LP | Reduced | -487.7k |
| Invesco Ltd. | Reduced | -443.8k |
| BlackRock Inc. | Reduced | -391.1k |
| FIRST TRUST ADVISORS LP | Reduced | -363.9k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | Reduced | -247.8k |
| VAN ECK ASSOCIATES CORP | Reduced | -209.9k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $605.4k111.5k shares |
| Carrhae Capital LLP | Unchanged | $352.8k65.0k shares |
| WOLVERINE TRADING, LLC | Added | $286.2k52.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $248.2k45.7k shares |
| GROUP ONE TRADING LLC | Added | $204.2k37.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $28.0k5.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $56.5k10.4k shares |
| CITADEL ADVISORS LLC | Reduced | $32.0k5.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $22.0k4.1k shares |
| GROUP ONE TRADING LLC | Reduced | $7.1k1.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q3 2023
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 in Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD 0.61% of their portfolio | 76.5m $415.4m | Unchanged |
| Rubric Capital Management LP 2.26% of their portfolio | 9.9m $53.7m | Added +1.7m |
| Aberdeen Group plc 0.10% of their portfolio | 7.1m $38.7m | Reduced -1.2m |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.40% of their portfolio | 4.9m $26.4m | Added +518.6k |
| BlackRock Inc. 0.00% of their portfolio | 3.5m $19.2m | Reduced -391.1k |
| Invesco Ltd. 0.00% of their portfolio | 3.3m $18.0m | Reduced -443.8k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 2.8m $15.4m | Added +495.6k |
| MSD Partners, L.P. 1.14% of their portfolio | 2.6m $14.2m | Unchanged |
| Sylebra Capital Ltd 0.74% of their portfolio | 2.6m $14.0m | Added +14.8k |
| SYLEBRA CAPITAL LLC 0.74% of their portfolio | 2.6m $14.0m | First filing |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 1.7m $9.1m | Reduced -363.9k |
| KAYNE ANDERSON CAPITAL ADVISORS LP 0.28% of their portfolio | 1.7m $9.0m | Reduced -487.7k |
| Northwest & Ethical Investments L.P. 0.30% of their portfolio | 1.6m $8.9m | Added +405.8k |
| Carrhae Capital LLP 2.97% of their portfolio | 1.6m $8.6m | Unchanged |
| Swedbank AB 0.01% of their portfolio | 1.5m $8.0m | Reduced -196.9k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 1.2m $6.6m | Reduced -209.9k |
| STATE STREET CORP 0.00% of their portfolio | 962.3k $5.2m | Reduced -24.1k |
| PICTON MAHONEY ASSET MANAGEMENT 0.21% of their portfolio | 827.0k $4.5m | Added +17.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 608.4k $3.3m | Reduced -133.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 585.6k $3.2m | Added +189.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 487.5k $2.6m | Added +170.0k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.27% of their portfolio | 485.0k $2.6m | Reduced -247.8k |
| Zimmer Partners, LP 0.05% of their portfolio | 365.5k $2.0m | Reduced -2.9m |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 344.5k $1.9m | Reduced -638 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 334.0k $1.8m | Reduced -12.3k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 311.4k $1.7m | Reduced -7.7k |
| FIL Ltd 0.00% of their portfolio | 309.8k $1.7m | Unchanged |
| Aristides Capital LLC 0.86% of their portfolio | 238.8k $1.3m | Added +20.0k |
| MORGAN STANLEY 0.00% of their portfolio | 222.5k $1.2m | Reduced -95.6k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 173.4k $941.4k | Reduced -3.9k |
| HRT FINANCIAL LP 0.01% of their portfolio | 171.4k $930.0k | Reduced -51.4k |
| Squarepoint Ops LLC 0.00% of their portfolio | 134.0k $727.8k | Reduced -63.2k |
| GSA CAPITAL PARTNERS LLP 0.06% of their portfolio | 130.7k $710.0k | Added +118.2k |
| Tejara Capital Ltd 0.37% of their portfolio | 119.4k $648.5k | Added +13.5k |
| CoreCommodity Management, LLC 0.21% of their portfolio | 116.0k $629.9k | Added +676 |
| MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio | 107.9k $586.0k | Reduced -27.0k |
| Vident Advisory, LLC 0.02% of their portfolio | 94.2k $511.7k | First filing |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 83.4k $452.9k | Reduced -5.7k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 83.1k $451.3k | Reduced -66.2k |
| UBS Group AG 0.00% of their portfolio | 72.7k $395.0k | New |
| Tidal Investments LLC 0.01% of their portfolio | 69.1k $375.2k | Added +54.9k |
| Advisors Asset Management, Inc. 0.01% of their portfolio | 63.4k $344.3k | Added +10.1k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% of their portfolio | 62.1k $337.2k | Added +19.3k |
| Graham Capital Management, L.P. 0.01% of their portfolio | 56.0k $304.3k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 43.3k $235.3k | Added +13.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 42.8k $232.0k | Reduced -35.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 41.2k $223.9k | Reduced -38.3k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 39.9k $216.4k | New |
| Mariner, LLC 0.00% of their portfolio | 39.3k $213.4k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 34.1k $184.9k | New |
| EVERMAY WEALTH MANAGEMENT LLC 0.03% of their portfolio | 30.0k $162.9k | Unchanged |
| Clear Harbor Asset Management, LLC 0.02% of their portfolio | 29.5k $160.2k | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 28.3k $153.5k | Added +246 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 25.6k $156.0k | Added +582 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 22.2k $121.0k | Reduced -741 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 17.7k $96.4k | Reduced -8.4k |
| SYON CAPITAL LLC 0.01% of their portfolio | 17.1k $92.9k | First filing |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 16.5k $89.7k | New |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 16.3k $88.4k | Unchanged |
| Counterpoint Mutual Funds LLC 0.07% of their portfolio | 16.1k $87.2k | New |
| Amundi 0.00% of their portfolio | 16.0k $87.2k | Unchanged |
| Kepos Capital LP 0.01% of their portfolio | 15.5k $84.0k | Added +490 |
| Verition Fund Management LLC 0.00% of their portfolio | 14.2k $77.1k | New |
| OXFORD FINANCIAL GROUP, LTD. LLC 0.01% of their portfolio | 13.0k $70.6k | Unchanged |
| Bayesian Capital Management, LP 0.01% of their portfolio | 11.5k $62.2k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 11.0k $59.8k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 10.7k $58.0k | Added +7.9k |
| Pale Fire Capital SE 0.01% of their portfolio | 10.0k $54.3k | New |
| FNY Investment Advisers, LLC 0.02% of their portfolio | 6.3k $34.0k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.5k $24.6k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 4.3k $23.4k | Added +1.4k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 3.5k $19.0k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 3.0k $16.3k | Unchanged |
| USCF Advisers LLC 5.62% of their portfolio | 2.4k $13.0k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.2k $12.2k | Added +350 |
| PSI Advisors, LLC 0.00% of their portfolio | 2.0k $10.9k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 864 $4.7k | Reduced -1.6k |
| US BANCORP \DE\ 0.00% of their portfolio | 164 $891 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |