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SolarEdge

237 hedge funds and large institutions have $1.67B invested in SolarEdge in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 73 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

45% more capital invested

Capital invested by funds: $1.15B → $1.67B (+$518M)

27% more call options, than puts

Call options by funds: $48.4M | Put options by funds: $38.1M

14% more funds holding

Funds holding: 208237 (+29)

4.17% more ownership

Funds ownership: 68.36%72.53% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 74

Holders
237
Holders Change
+29
Holders Change %
+13.94%
% of All Funds
5.43%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
60
Increased
73
Reduced
74
Closed
31
Calls
$48.4M
Puts
$38.1M
Net Calls
+$10.3M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$3K
TWA
227
TCI Wealth Advisors
Arizona
$3K +$395 +9 +16%
AAM
228
Advisors Asset Management
Colorado
$3K +$2.76K +63 New
FGAM
229
Financial Gravity Asset Management
Texas
$2K +$1.45K +33 New
FGC
230
Financial Gravity Companies
Texas
$2K +$1.45K +33 New
AssetMark Inc
231
AssetMark Inc
California
$1K -$526 -12 -46%
AIM
232
Advantage Investment Management
Iowa
$1K
PFBT
233
Parkside Financial Bank & Trust
Missouri
$1K +$438 +10 +56%
Bessemer Group
234
Bessemer Group
New Jersey
$1K +$482 +11 New
MWM
235
MinichMacGregor Wealth Management
New York
$1K +$877 +20 New
CCS
236
Crosspoint Capital Strategies
California
-$53.5M -142,353 Closed
USGIU
237
U.S. Global Investors (USGI)
Texas
-$1.5M -39,900 Closed
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
-$1.37M -31,197 Closed
V
239
Veritable
Delaware
-$917K -24,408 Closed
Neuberger Berman Group
240
Neuberger Berman Group
New York
-$741K -19,745 Closed
CM
241
CoreCommodity Management
Connecticut
-$698K -18,583 Closed
CG
242
Caprock Group
Idaho
-$594K -16,360 Closed
PP
243
Paloma Partners
Connecticut
-$483K -12,830 Closed
TA
244
Tiedemann Advisors
New York
-$468K -12,466 Closed
CC
245
Cipher Capital
New York
-$421K -11,217 Closed
CANY
246
Caxton Associates (New York)
New York
-$398K -10,593 Closed
GCC
247
Game Creek Capital
Massachusetts
-$376K -10,000 Closed
HS
248
HighVista Strategies
Massachusetts
-$376K -10,000 Closed
Group One Trading
249
Group One Trading
Illinois
-$417K -9,513 Closed
ACI
250
AMP Capital Investors
Australia
-$319K -8,500 Closed

SEDG Hedge Fund Activity: Q1 2018 in Review

237 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2018, worth a combined $1.67B — up 45% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SEDG positions and 31 closed out — a net gain of 29 holders — while 73 added to existing stakes and 74 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $53.2M. The largest seller was Crosspoint Capital Strategies, exiting entirely with an estimated $53.5M sold.

  • 237 institutional investors held SolarEdge (SEDG) as of Q1 2018, up from 208 in Q4 2017.
  • Funds reported $1.67B of SolarEdge stock for Q1 2018, up 45% quarter-over-quarter.
  • 60 funds opened new SolarEdge positions in Q1 2018 and 31 closed out, a net change of +29 holders.
  • The largest SolarEdge buyer in Q1 2018 was Deutsche Bank, an estimated $53.2M added.
  • The largest SolarEdge seller in Q1 2018 was Crosspoint Capital Strategies, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2018.