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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.

New
Increased
Maintained
Reduced
Closed

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: 5068 (+18)

25% more funds holding in top 10

Funds holding in top 10: 45 (+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)

Holders
68
Holders Change
+18
Holders Change %
+36%
% of All Funds
1.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
33
Increased
15
Reduced
10
Closed
14
Calls
$20.5M
Puts
$6.28M
Net Calls
+$14.2M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$365M
Goldman Sachs
2
Goldman Sachs
New York
$266M +$134K +15,185 +0%
TIAM
3
TT International Asset Management
United Kingdom
$147M +$12.2M +1,384,122 +8%
BlackRock
4
BlackRock
New York
$66.1M +$74M +8,419,064 +10,402%
MP
5
MSD Partners
New York
$60.9M +$68.8M +7,827,297 New
ZP
6
Zimmer Partners
New York
$59.3M +$40.6M +4,617,206 +153%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$27.5M +$11.1M +1,260,622 +55%
Invesco
8
Invesco
Georgia
$25.3M +$3.18M +361,299 +12%
OCMH
9
Oxbow Capital Management (HK)
Hong Kong
$21.7M +$24.5M +2,786,651 New
Aberdeen Group
10
Aberdeen Group
United Kingdom
$17.2M +$11M +1,253,478 +132%
KACA
11
Kayne Anderson Capital Advisors
California
$14.9M +$14.8M +1,681,675 +709%
Millennium Management
12
Millennium Management
New York
$14.5M -$7.35M -835,621 -31%
CC
13
Carrhae Capital
United Kingdom
$13.2M
UOC
14
UBS O'Connor
Illinois
$12.8M +$14.4M +1,642,644 New
Citadel Advisors
15
Citadel Advisors
Florida
$12.6M -$7.83M -890,970 -36%
Swedbank
16
Swedbank
Sweden
$10.6M +$10.5M +1,197,600 +672%
LPC
17
Lion Point Capital
New York
$7.78M
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$6.91M -$3.01M -342,468 -28%
MCP
19
Maso Capital Partners
Hong Kong
$6.22M +$7.03M +800,000 New
Public Sector Pension Investment Board (PSP Investments)
20
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.01M +$6.79M +772,577 New
Allianz Asset Management
21
Allianz Asset Management
Germany
$5.45M +$6.15M +700,000 New
WAM
22
Weiss Asset Management
Massachusetts
$5.37M -$13.3M -1,510,336 -69%
BCM
23
Bluefin Capital Management
New York
$5.16M +$5.83M +662,765 New
PIP
24
Polarity Investment Partners
California
$4.78M +$5.41M +614,842 New
TCA
25
Tortoise Capital Advisors
Kansas
$2.89M -$3.91M -444,555 -54%

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.