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SolarEdge

289 hedge funds and large institutions have $3.3B invested in SolarEdge in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 37

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

33% more capital invested

Capital invested by funds: $2.48B → $3.3B (+$823M)

17% more funds holding

Funds holding: 248289 (+41)

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

0% more call options, than puts

Call options by funds: $175M | Put options by funds: $175M

1.26% less ownership

Funds ownership: 83.39%82.13% (-1.3%)

Holders
289
Holders Change
+41
Holders Change %
+16.53%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
81
Increased
89
Reduced
78
Closed
37
Calls
$175M
Puts
$175M
Net Calls
+$627K
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
226
AlphaOne Investment Services
Pennsylvania
$205K -$116K -1,558 -39%
Cambridge Investment Research Advisors
227
Cambridge Investment Research Advisors
Iowa
$201K +$179K +2,400 New
KWA
228
KCS Wealth Advisory
California
$195K +$174K +2,331 New
BAMF
229
BI Asset Management Fondsmaeglerselskab
Denmark
$184K -$81.9K -1,099 -33%
Macquarie Group
230
Macquarie Group
Australia
$184K +$164K +2,200 New
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$179K -$2.19M -29,346 -93%
MOACM
232
Mutual of America Capital Management
New York
$147K +$12.4K +166 +10%
LIA
233
LS Investment Advisors
Michigan
$109K
Simplex Trading
234
Simplex Trading
Illinois
$94K +$84.2K +1,130 New
Schroder Investment Management Group
235
Schroder Investment Management Group
United Kingdom
$87K +$78.6K +1,054 New
GSWM
236
Golden State Wealth Management
California
$84K
TCOV
237
Trust Company of Vermont
Vermont
$78K
OIA
238
Optimum Investment Advisors
Illinois
$67K +$59.6K +800 New
MCA
239
Mercer Capital Advisers
New Jersey
$54K
Robeco Institutional Asset Management
240
Robeco Institutional Asset Management
Netherlands
$54K +$48.2K +647 New
SWA
241
Sutton Wealth Advisors
Florida
$53.7K
US Bancorp
242
US Bancorp
Minnesota
$48K +$24.7K +331 +136%
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$42K
PFO
244
Pathstone Family Office
New Jersey
$42K
VCM
245
Versant Capital Management
Arizona
$42K
GI
246
Gradient Investments
Minnesota
$42K +$37.3K +500 New
CMBA
247
C.M. Bidwell & Associates
Hawaii
$39K -$3.73K -50 -10%
CIAS
248
Capital Investment Advisory Services
North Carolina
$38K +$33.5K +450 New
WPA
249
West Paces Advisors
Georgia
$37.7K +$33.5K +450 New
WEC
250
Winslow Evans & Crocker
Massachusetts
$36K +$24.2K +324 +377%

SEDG Hedge Fund Activity: Q3 2019 in Review

289 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2019, worth a combined $3.3B — up 33% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SEDG positions and 37 closed out — a net gain of 44 holders — while 89 added to existing stakes and 78 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $52.8M. The largest seller was Menora Mivtachim Holdings, cutting an estimated $71.6M.

  • 289 institutional investors held SolarEdge (SEDG) as of Q3 2019, up from 248 in Q2 2019.
  • Funds reported $3.3B of SolarEdge stock for Q3 2019, up 33% quarter-over-quarter.
  • 81 funds opened new SolarEdge positions in Q3 2019 and 37 closed out, a net change of +44 holders.
  • The largest SolarEdge buyer in Q3 2019 was Migdal Insurance & Financial Holdings, an estimated $52.8M added.
  • The largest SolarEdge seller in Q3 2019 was Menora Mivtachim Holdings, an estimated $71.6M sold.

Based on aggregated 13F filings for Q3 2019.