Vault-13

RENEW ENERGY GLOBAL PLC RNW

CL A SHS · Common Stock · CUSIP G7500M104

79 institutional holders -6 vs Q2 2023
133,282,074133.3m shares reported held*
$723.7mreported value*
12 new 22 added 26 reduced 21 sold out net sold ≈ $24.6m (-4.5m shares)

* 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

050100Q3 22: 84Q4 22: 76Q1 23: 80Q2 23: 85Q3 23: 7979Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202284
Q4 202276
Q1 202380
Q2 202385
Q3 202379

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 35 bought or addedQ4 22: 39 cut or sold outQ4 22Q1 23: 51 bought or addedQ1 23: 36 cut or sold outQ1 23Q2 23: 43 bought or addedQ2 23: 41 cut or sold outQ2 23Q3 23: 34 bought or addedQ3 23: 47 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223539
Q1 20235136
Q2 20234341
Q3 20233447

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ4 22 calls: $8.8mQ4 22 puts: $5.8mQ4 22P/C 0.66Q1 23 calls: $25.3mQ1 23 puts: $2.6mQ1 23P/C 0.10Q2 23 calls: $8.1mQ2 23 puts: $353.5kQ2 23P/C 0.04Q3 23 calls: $1.7mQ3 23 puts: $117.6kQ3 23P/C 0.07
Numbers
QuarterCallsPutsP/C
Q4 2022$8.8m$5.8m0.66
Q1 2023$25.3m$2.6m0.10
Q2 2023$8.1m$353.5k0.04
Q3 2023$1.7m$117.6k0.07

Biggest buyers

Rubric Capital Management LP Added +1,731,521+1.7m
TORTOISE CAPITAL ADVISORS, L.L.C. Added +518,556+518.6k
MILLENNIUM MANAGEMENT LLC Added +495,639+495.6k
Northwest & Ethical Investments L.P. Added +405,793+405.8k
CITADEL ADVISORS LLC Added +188,953+189.0k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +169,966+170.0k
GSA CAPITAL PARTNERS LLP Added +118,169+118.2k
UBS Group AG New +72,740+72.7k
Graham Capital Management, L.P. New +56,044+56.0k
Tidal Investments LLC Added +54,905+54.9k

Biggest sellers

Zimmer Partners, LP Reduced -2,852,727-2.9m
Aberdeen Group plc Reduced -1,191,975-1.2m
ADAGE CAPITAL PARTNERS GP, L.L.C. Sold out -621,113-621.1k
Clear Sky Carbon Solutions Investment Management, LLC Sold out -570,000-570.0k
KAYNE ANDERSON CAPITAL ADVISORS LP Reduced -487,696-487.7k
Invesco Ltd. Reduced -443,774-443.8k
BlackRock Inc. Reduced -391,135-391.1k
FIRST TRUST ADVISORS LP Reduced -363,945-363.9k
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT Reduced -247,839-247.8k
VAN ECK ASSOCIATES CORP Reduced -209,894-209.9k

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.

HolderStakeChangeShares Last filed
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% -0.1 pts 88.8m≈ $555.3m 2026-10-28
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% -0.2 pts 58.2m≈ $363.6m 2026-08-11
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% no change 60.5m≈ $378.4m 2026-10-28
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% -1.6 pts 28.5m≈ $178.3m 2026-08-11

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CANADA PENSION PLAN INVESTMENT BOARD 0.61% of their portfolio TORONTO ONTARIO, A6 76,501,16676.5m $415.4m $415.4m 0.61% Unchanged
2 Rubric Capital Management LP 2.26% of their portfolio NEW YORK, NY 9,897,4269.9m $53.7m $53.7m 2.26% Added +1.7m +1,731,521
3 Aberdeen Group plc 0.10% of their portfolio EDINBURGH, X0 7,133,0917.1m $38.7m $38.7m 0.10% Reduced -1.2m -1,191,975
4 TORTOISE CAPITAL ADVISORS, L.L.C. 0.40% of their portfolio OVERLAND PARK, KS 4,852,9734.9m $26.4m $26.4m 0.40% Added +518.6k +518,556
5 BlackRock Inc. 0.00% of their portfolio New York, NY 3,537,9473.5m $19.2m $19.2m 0.00% Reduced -391.1k -391,135
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 3,315,8303.3m $18.0m $18.0m 0.00% Reduced -443.8k -443,774
7 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 2,839,6892.8m $15.4m $15.4m 0.02% Added +495.6k +495,639
8 MSD Partners, L.P. 1.14% of their portfolio NEW YORK, NY 2,609,0992.6m $14.2m $14.2m 1.14% Unchanged
9 Sylebra Capital Ltd 0.74% of their portfolio HONG KONG, K3 2,571,2272.6m $14.0m $14.0m 0.74% Added +14.8k +14,846
10 SYLEBRA CAPITAL LLC 0.74% of their portfolio PALO ALTO, CA 2,571,2272.6m $14.0m $14.0m 0.74% First filing
11 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 1,672,7111.7m $9.1m $9.1m 0.01% Reduced -363.9k -363,945
12 KAYNE ANDERSON CAPITAL ADVISORS LP 0.28% of their portfolio LOS ANGELES, CA 1,654,4841.7m $9.0m $9.0m 0.28% Reduced -487.7k -487,696
13 Northwest & Ethical Investments L.P. 0.30% of their portfolio TORONTO, A6 1,645,0841.6m $8.9m $8.9m 0.30% Added +405.8k +405,793
14 Carrhae Capital LLP 2.97% of their portfolio London, X0 1,588,5961.6m $8.6m $8.6m 2.97% Unchanged
15 Swedbank AB 0.01% of their portfolio STOCKHOLM, V7 1,477,7001.5m $8.0m $8.0m 0.01% Reduced -196.9k -196,900
16 VAN ECK ASSOCIATES CORP 0.01% of their portfolio NEW YORK, NY 1,216,5561.2m $6.6m $6.6m 0.01% Reduced -209.9k -209,894
17 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 962,279962.3k $5.2m $5.2m 0.00% Reduced -24.1k -24,056
18 PICTON MAHONEY ASSET MANAGEMENT 0.21% of their portfolio Toronto, A6 827,045827.0k $4.5m $4.5m 0.21% Added +17.5k +17,503
19 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio TORONTO, A6 608,370608.4k $3.3m $3.3m 0.02% Reduced -133.2k -133,227
20 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 585,553585.6k $3.2m $3.2m 0.00% Added +189.0k +188,953
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 487,520487.5k $2.6m $2.6m 0.00% Added +170.0k +169,966
22 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.27% of their portfolio DALLAS, TX 485,003485.0k $2.6m $2.6m 0.27% Reduced -247.8k -247,839
23 Zimmer Partners, LP 0.05% of their portfolio NEW YORK, NY 365,524365.5k $2.0m $2.0m 0.05% Reduced -2.9m -2,852,727
24 STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio LYSAKER, Q8 344,520344.5k $1.9m $1.9m 0.01% Reduced -638 -638
25 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 334,023334.0k $1.8m $1.8m 0.00% Reduced -12.3k -12,349
26 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 311,405311.4k $1.7m $1.7m 0.00% Reduced -7.7k -7,654
27 FIL Ltd 0.00% of their portfolio HAMILTON, D0 309,771309.8k $1.7m $1.7m 0.00% Unchanged
28 Aristides Capital LLC 0.86% of their portfolio LOUISVILLE, KY 238,823238.8k $1.3m $1.3m 0.86% Added +20.0k +20,000
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 222,481222.5k $1.2m $1.2m 0.00% Reduced -95.6k -95,600
30 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 173,368173.4k $941.4k $941.4k 0.00% Reduced -3.9k -3,851
31 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 171,403171.4k $930.0k $930.0k 0.01% Reduced -51.4k -51,350
32 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 134,031134.0k $727.8k $727.8k 0.00% Reduced -63.2k -63,167
33 GSA CAPITAL PARTNERS LLP 0.06% of their portfolio LONDON, X0 130,669130.7k $710.0k $710.0k 0.06% Added +118.2k +118,169
34 Tejara Capital Ltd 0.37% of their portfolio London, X0 119,428119.4k $648.5k $648.5k 0.37% Added +13.5k +13,528
35 CoreCommodity Management, LLC 0.21% of their portfolio STAMFORD, CT 116,012116.0k $629.9k $629.9k 0.21% Added +676 +676
36 MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio NEW YORK, NY 107,922107.9k $586.0k $586.0k 0.02% Reduced -27.0k -26,981
37 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 94,23294.2k $511.7k $511.7k 0.02% First filing
38 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 83,40083.4k $452.9k $452.9k 0.00% Reduced -5.7k -5,700
39 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 83,11283.1k $451.3k $451.3k 0.00% Reduced -66.2k -66,210
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 72,74072.7k $395.0k $395.0k 0.00% New
41 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 69,09869.1k $375.2k $375.2k 0.01% Added +54.9k +54,905
42 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 63,41263.4k $344.3k $344.3k 0.01% Added +10.1k +10,082
43 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% of their portfolio DUBLIN 2, L2 62,09762.1k $337.2k $337.2k 0.07% Added +19.3k +19,283
44 Graham Capital Management, L.P. 0.01% of their portfolio ROWAYTON, CT 56,04456.0k $304.3k $304.3k 0.01% New
45 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 43,33943.3k $235.3k $235.3k 0.00% Added +13.2k +13,211
46 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 42,80042.8k $232.0k $232.0k 0.00% Reduced -35.7k -35,700
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 41,22841.2k $223.9k $223.9k 0.00% Reduced -38.3k -38,334
48 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 39,85539.9k $216.4k $216.4k 0.00% New
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 39,30839.3k $213.4k $213.4k 0.00% New
50 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 34,06034.1k $184.9k $184.9k 0.00% New
51 EVERMAY WEALTH MANAGEMENT LLC 0.03% of their portfolio ARLINGTON, VA 30,00030.0k $162.9k $162.9k 0.03% Unchanged
52 Clear Harbor Asset Management, LLC 0.02% of their portfolio Stamford, CT 29,50029.5k $160.2k $160.2k 0.02% Unchanged
53 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 28,26128.3k $153.5k $153.5k 0.00% Added +246 +246
54 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 25,61025.6k $156.0k $156.0k 0.00% Added +582 +582
55 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 22,22922.2k $121.0k $121.0k 0.00% Reduced -741 -741
56 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 17,74517.7k $96.4k $96.4k 0.00% Reduced -8.4k -8,407
57 SYON CAPITAL LLC 0.01% of their portfolio SAN FRANCISCO, CA 17,10017.1k $92.9k $92.9k 0.01% First filing
58 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 16,51916.5k $89.7k $89.7k 0.00% New
59 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 16,28316.3k $88.4k $88.4k 0.00% Unchanged
60 Counterpoint Mutual Funds LLC 0.07% of their portfolio San Diego, CA 16,05916.1k $87.2k $87.2k 0.07% New
61 Amundi 0.00% of their portfolio Paris, I0 15,99616.0k $87.2k $87.2k 0.00% Unchanged
62 Kepos Capital LP 0.01% of their portfolio NEW YORK, NY 15,54015.5k $84.0k $84.0k 0.01% Added +490 +490
63 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 14,20014.2k $77.1k $77.1k 0.00% New
64 OXFORD FINANCIAL GROUP, LTD. LLC 0.01% of their portfolio INDIANAPOLIS, IN 13,00113.0k $70.6k $70.6k 0.01% Unchanged
65 Bayesian Capital Management, LP 0.01% of their portfolio Brooklyn, NY 11,45911.5k $62.2k $62.2k 0.01% New
66 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,00711.0k $59.8k $59.8k 0.00% Unchanged
67 Legal & General Group Plc 0.00% of their portfolio London, X0 10,67710.7k $58.0k $58.0k 0.00% Added +7.9k +7,918
68 Pale Fire Capital SE 0.01% of their portfolio Prague, 2N 10,00010.0k $54.3k $54.3k 0.01% New
69 FNY Investment Advisers, LLC 0.02% of their portfolio NEW YORK, NY 6,3006.3k $34.0k $34.0k 0.02% Unchanged
70 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,5394.5k $24.6k $24.6k 0.00% Unchanged
71 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 4,3134.3k $23.4k $23.4k 0.00% Added +1.4k +1,382
72 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 3,5103.5k $19.0k $19.0k 0.00% New
73 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,0003.0k $16.3k $16.3k 0.00% Unchanged
74 USCF Advisers LLC 5.62% of their portfolio Walnut Creek, CA 2,4002.4k $13.0k $13.0k 5.62% New
75 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,2502.2k $12.2k $12.2k 0.00% Added +350 +350
76 PSI Advisors, LLC 0.00% of their portfolio TAMPA, FL 2,0002.0k $10.9k $10.9k 0.00% Unchanged
77 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 864864 $4.7k $4.7k 0.00% Reduced -1.6k -1,600
78 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 164164 $891 $891 0.00% Unchanged
79 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged