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 ($147.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.10. Options: 8 managers hold calls ($3.5m notional), 6 hold puts ($2.4m).
Trends to Q2 2025
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 |
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 2023 | 34 | 47 |
| Q4 2023 | 43 | 42 |
| Q1 2024 | 44 | 48 |
| Q2 2024 | 51 | 46 |
| Q3 2024 | 53 | 39 |
| Q4 2024 | 65 | 56 |
| Q1 2025 | 63 | 57 |
| Q2 2025 | 69 | 60 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.7m | $339.7k | 0.21 |
| Q4 2024 | $3.4m | $412.2k | 0.12 |
| Q1 2025 | $3.9m | $3.4m | 0.87 |
| Q2 2025 | $3.5m | $2.4m | 0.68 |
Biggest buyers
| FRANKLIN RESOURCES INC | Added | +2.5m |
| BlackRock, Inc. | Added | +1.0m |
| JPMORGAN CHASE & CO | Added | +311.3k |
| M&G PLC | Added | +278.9k |
| CITADEL ADVISORS LLC | Added | +210.8k |
| Carrera Capital Advisors | Added | +205.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +200.0k |
| HRT FINANCIAL LP | New | +176.3k |
| GSA CAPITAL PARTNERS LLP | New | +147.2k |
| CITIGROUP INC | Added | +127.3k |
Biggest sellers
| PICTON MAHONEY ASSET MANAGEMENT | Sold out | -944.7k |
| Carrhae Capital LLP | Reduced | -887.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -630.9k |
| Invesco Ltd. | Reduced | -602.5k |
| Balyasny Asset Management L.P. | Reduced | -562.3k |
| Decagon Asset Management LLP | Sold out | -503.7k |
| MOORE CAPITAL MANAGEMENT, LP | Sold out | -368.4k |
| Fiera Capital Corp | Sold out | -316.7k |
| UBS Group AG | Reduced | -262.9k |
| MORGAN STANLEY | Reduced | -232.2k |
Biggest calls
| MILLENNIUM MANAGEMENT LLC | New | $1.4m258.3k shares |
| SIMPLEX TRADING, LLC | Added | $750.0k108.6k shares |
| Caption Management, LLC | Reduced | $621.9k90.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $266.0k38.5k shares |
| GROUP ONE TRADING LLC | Added | $176.2k25.5k shares |
| JANE STREET GROUP, LLC | Reduced | $172.8k25.0k shares |
| CITADEL ADVISORS LLC | Added | $153.4k22.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Parallax Volatility Advisers, L.P. | New | $1.1m154.7k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m152.7k shares |
| CITADEL ADVISORS LLC | Added | $143.7k20.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $123.7k17.9k shares |
| GROUP ONE TRADING LLC | New | $22.1k3.2k 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 Q2 2025
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 Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD 0.45% of their portfolio | 76.5m $528.6m | Unchanged |
| Rubric Capital Management LP 1.60% of their portfolio | 14.4m $99.8m | Reduced -89.4k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 14.2m $98.0m | Added +2.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 6.1m $42.0m | Added +200.0k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 5.7m $39.5m | Reduced -630.9k |
| BlackRock, Inc. 0.00% of their portfolio | 5.3m $36.4m | Added +1.0m |
| Carrhae Capital LLP 1.83% of their portfolio | 2.8m $19.1m | Reduced -887.7k |
| M&G PLC 0.08% of their portfolio | 2.2m $15.3m | Added +278.9k |
| MSD Partners, L.P. 8.40% of their portfolio | 2.1m $14.5m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 1.9m $12.9m | Reduced -602.5k |
| Northwest & Ethical Investments L.P. 0.22% of their portfolio | 1.3m $8.9m | Reduced -74.5k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 928.6k $6.4m | Added +562 |
| Swedbank AB 0.01% of their portfolio | 802.4k $5.5m | First filing |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 778.1k $5.4m | Added +40.7k |
| DAYMARK WEALTH PARTNERS, LLC 0.17% of their portfolio | 664.8k $4.6m | Reduced -95.0k |
| State of New Jersey Common Pension Fund D 0.02% of their portfolio | 649.5k $4.5m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 642.4k $4.4m | Added +311.3k |
| MORGAN STANLEY 0.00% of their portfolio | 617.7k $4.3m | Reduced -232.2k |
| STATE STREET CORP 0.00% of their portfolio | 481.7k $3.3m | Reduced -225.5k |
| CITIGROUP INC 0.00% of their portfolio | 481.6k $3.3m | Added +127.3k |
| Verition Fund Management LLC 0.02% of their portfolio | 476.9k $3.3m | Reduced -144.1k |
| NORGES BANK 0.00% of their portfolio | 452.8k $3.1m | Unchanged |
| Tejara Capital Ltd 1.32% of their portfolio | 412.5k $2.9m | Reduced -151.7k |
| Aperture Investors, LLC 0.38% of their portfolio | 408.0k $2.8m | Reduced -196.8k |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 398.2k $2.8m | Added +18.7k |
| BCK CAPITAL MANAGEMENT LP 2.32% of their portfolio | 389.8k $2.7m | Reduced -169.4k |
| Carrera Capital Advisors 0.46% of their portfolio | 330.9k $2.3m | Added +205.8k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 329.9k $2.3m | Reduced -50.8k |
| Groupe la Francaise 0.04% of their portfolio | 320.6k $2.2m | Added +4.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 285.2k $2.0m | Reduced -7.8k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 252.5k $1.7m | Reduced -562.3k |
| LMR Partners LLP 0.03% of their portfolio | 250.0k $1.7m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 211.6k $1.5m | Added +210.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 192.7k $1.3m | Reduced -74.4k |
| GAM Holding AG 0.09% of their portfolio | 190.0k $1.3m | Added +30.0k |
| TT International Asset Management LTD 5.49% of their portfolio | 184.7k $28.8m | Reduced -116.7k |
| HRT FINANCIAL LP 0.01% of their portfolio | 176.3k $1.2m | New |
| UBS Group AG 0.00% of their portfolio | 150.9k $1.0m | Reduced -262.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 150.3k $1.0m | Reduced -967 |
| GSA CAPITAL PARTNERS LLP 0.07% of their portfolio | 147.2k $1.0m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 145.5k $1.0m | Added +65.8k |
| Alpine Global Management, LLC 0.22% of their portfolio | 142.0k $981.2k | Reduced -128.0k |
| Aristides Capital LLC 0.29% of their portfolio | 132.1k $912.8k | Unchanged |
| Ballentine Partners, LLC 0.01% of their portfolio | 127.1k $878.1k | Added +99.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 122.6k $847.3k | Reduced -187.3k |
| CoreCommodity Management, LLC 0.14% of their portfolio | 121.4k $838.8k | Added +93.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 116.8k $807.1k | Added +82.2k |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.13% of their portfolio | 114.5k $791.2k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 109.4k $756.1k | Added +90.7k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 108.1k $746.0k | Added +46.3k |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 104.1k $719.0k | Added +86.3k |
| READYSTATE ASSET MANAGEMENT LP 0.03% of their portfolio | 93.7k $647.7k | New |
| Robeco Institutional Asset Management B.V. 0.00% of their portfolio | 92.5k $638.9k | Reduced -7.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 88.2k $609.7k | Reduced -13.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 86.5k $597.4k | Added +86.4k |
| Creative Planning 0.00% of their portfolio | 83.4k $576.1k | Added +53.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 82.2k $567.9k | Reduced -67.1k |
| Mariner, LLC 0.00% of their portfolio | 81.1k $560.5k | Added +50.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 72.6k $502.0k | Added +67.1k |
| FNY Investment Advisers, LLC 0.21% of their portfolio | 71.4k $493.0k | Reduced -390 |
| PDT Partners, LLC 0.02% of their portfolio | 63.1k $435.8k | Reduced -41.5k |
| Weiss Asset Management LP 0.01% of their portfolio | 60.3k $416.4k | Reduced -69.7k |
| Caption Management, LLC 0.04% of their portfolio | 56.3k $388.8k | Reduced -31.2k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 50.9k $351.9k | Added +25.9k |
| Carmignac Gestion 0.01% of their portfolio | 50.0k $345.5k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 47.8k $330.1k | Added +30.3k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% of their portfolio | 47.2k $326.0k | Added +7.3k |
| Harvest Portfolios Group Inc. 0.01% of their portfolio | 40.2k $277.7k | Reduced -1.6k |
| EVERETT HARRIS & CO /CA/ 0.00% of their portfolio | 40.0k $276.4k | Unchanged |
| SHELTON CAPITAL MANAGEMENT 0.01% of their portfolio | 39.2k $270.7k | Reduced -388 |
| Virtu Financial LLC 0.01% of their portfolio | 37.5k $259.0k | New |
| Centiva Capital, LP 0.02% of their portfolio | 36.6k $253.3k | New |
| BARCLAYS PLC 0.00% of their portfolio | 35.4k $244.9k | Added +20.7k |
| SIGNATUREFD, LLC 0.00% of their portfolio | 32.9k $227.3k | Added +15.7k |
| EVERMAY WEALTH MANAGEMENT LLC 0.03% of their portfolio | 30.0k $207.3k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 29.3k $202.8k | Reduced -7.3k |
| Quadrature Capital Ltd 0.00% of their portfolio | 29.0k $200.3k | New |
| Corient Private Wealth LP 0.00% of their portfolio | 28.6k $197.9k | Added +1.8k |
| Cerity Partners LLC 0.00% of their portfolio | 26.1k $180.2k | Added +2.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 26.0k $179.4k | Added +1.7k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 25.5k $176.0k | New |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 22.5k $155.4k | Reduced -18.7k |
| Aberdeen Group plc 0.00% of their portfolio | 20.3k $138.5k | Unchanged |
| FOX RUN MANAGEMENT, L.L.C. 0.02% of their portfolio | 19.0k $131.3k | Reduced -20.3k |
| State of Wyoming 0.02% of their portfolio | 18.9k $130.6k | Added +10.0k |
| Fieldview Capital Management, LLC 0.02% of their portfolio | 18.1k $125.4k | New |
| TWO SIGMA SECURITIES, LLC 0.02% of their portfolio | 17.9k $123.8k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 17.4k $120.2k | New |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 17.1k $118.2k | Reduced -15.2k |
| Parallax Volatility Advisers, L.P. 0.00% of their portfolio | 16.5k $113.9k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 16.1k $111.0k | Reduced -7.0k |
| Foster Group, Inc. 0.00% of their portfolio | 15.2k $104.8k | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 14.4k $99.2k | Added +168 |
| Brooklyn Investment Group 0.01% of their portfolio | 13.2k $91.5k | Added +12.6k |
| Tidal Investments LLC 0.00% of their portfolio | 13.2k $90.9k | Added +1.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 12.6k $87.2k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 12.4k $85.6k | New |
| Abacus Wealth Partners, LLC 0.01% of their portfolio | 12.3k $84.8k | New |
| Covestor Ltd 0.05% of their portfolio | 12.1k $84.0k | Unchanged |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 11.9k $81.9k | Unchanged |