ReNew
68 hedge funds and large institutions have $1.21B invested in ReNew in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 14 closing their positions.
226% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $6.28M
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
36% more funds holding
Funds holding: 50 → 68 (+18)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6.6% more ownership
Funds ownership: 48.6% → 55.19% (+6.6%)
13% less capital invested
Capital invested by funds: $1.4B → $1.21B (-$184M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$74M |
| 2 |
MP
MSD Partners
New York
|
+$68.8M |
| 3 |
ZP
Zimmer Partners
New York
|
+$40.6M |
| 4 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
+$14.8M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCH
Sylebra Capital (HK)
Hong Kong
|
-$56.6M |
| 2 |
LA
Linden Advisors
New York
|
-$20.4M |
| 3 |
TP
Thunderbird Partners
London,
United Kingdom
|
-$16.9M |
| 4 |
SAM
Scopus Asset Management
New York
|
-$15.5M |
| 5 |
AC
Antara Capital
New York
|
-$15.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Alyeska Investment Group
Chicago,
Illinois
| – | -$4.34M | -500,000 | Closed |
|
77
Jane Street
New York
| – | -$272K | -30,981 | Closed |
|
|
LCS
78
Levin Capital Strategies
New York
| – | -$204K | -20,000 | Closed |
|
79
Balyasny Asset Management
Chicago,
Illinois
| – | -$141K | -13,821 | Closed |
|
|
PI
80
PEAK6 Investments
Chicago,
Illinois
| – | -$139K | -13,622 | Closed |
|
81
Bank of America
Charlotte,
North Carolina
| – | +$97 | +11 | New |
|
RNW Hedge Fund Activity: Q4 2021 in Review
68 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ReNew (RNW) for Q4 2021, worth a combined $1.21B — down 13% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new RNW positions and 14 closed out — a net gain of 19 holders — while 15 added to existing stakes and 10 trimmed.
The largest buyer was BlackRock, adding an estimated $74M. The largest seller was Sylebra Capital (HK), exiting entirely with an estimated $56.6M sold.
- 68 institutional investors held ReNew (RNW) as of Q4 2021, up from 50 in Q3 2021.
- Funds reported $1.21B of ReNew stock for Q4 2021, down 13% quarter-over-quarter.
- 33 funds opened new ReNew positions in Q4 2021 and 14 closed out, a net change of +19 holders.
- The largest ReNew buyer in Q4 2021 was BlackRock, an estimated $74M added.
- The largest ReNew seller in Q4 2021 was Sylebra Capital (HK), an estimated $56.6M sold.
Based on aggregated 13F filings for Q4 2021.