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SolarEdge

557 hedge funds and large institutions have $11.7B invested in SolarEdge in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 224 increasing their positions, 181 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 181

7% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 69

0% more funds holding

Funds holding: 556557 (+1)

2.01% less ownership

Funds ownership: 82.05%80.04% (-2%)

12% less capital invested

Capital invested by funds: $13.3B → $11.7B (-$1.6B)

34% less call options, than puts

Call options by funds: $439M | Put options by funds: $663M

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
9.78%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.16%
New
74
Increased
224
Reduced
181
Closed
69
Calls
$439M
Puts
$663M
Net Calls
-$224M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
226
Walleye Trading
New York
$2.39M -$1.01M -3,362 -29%
CWM
227
Cordatus Wealth Management
Pennsylvania
$2.36M +$189K +627 +8%
DC
228
Davenport & Co
Virginia
$2.35M +$32.6K +108 +1%
LSA
229
Leonteq Securities AG
Switzerland
$2.35M +$1.56M +5,159 +172%
SOADOR
230
State of Alaska Department of Revenue
Alaska
$2.32M -$72.1K -239 -3%
CCA
231
Catalyst Capital Advisors
New York
$2.31M +$294K +975 +14%
TCM
232
Tributary Capital Management
Nebraska
$2.24M +$2.35M +7,800 New
PI
233
PEAK6 Investments
Illinois
$2.21M -$14M -46,463 -86%
SSA
234
South Street Advisors
New York
$2.12M +$1.48M +4,920 +199%
BCI
235
Brinker Capital Investments
Pennsylvania
$2.11M -$2.68M -8,874 -55%
AIC
236
Ayalon Insurance Company
Israel
$2.1M -$156K -516 -6%
AIM
237
Achmea Investment Management
Netherlands
$2.08M +$327K +1,084 +18%
CCM
238
Carderock Capital Management
Maryland
$2.08M +$14.8K +49 +0.7%
TRSOTSOK
239
Teachers Retirement System of the State of Kentucky
Kentucky
$2.07M -$241K -800 -10%
Prudential Financial
240
Prudential Financial
New Jersey
$2.07M +$3.92K +13 +0.2%
AA
241
ALPS Advisors
Colorado
$2.02M +$269K +893 +15%
BRCM
242
Bright Rock Capital Management
Massachusetts
$2.01M
DLG
243
Daniel L. Goodwin
$2M +$2.1M +6,970 New
MIP
244
Marietta Investment Partners
Wisconsin
$2M -$279K -925 -12%
Toronto Dominion Bank
245
Toronto Dominion Bank
Ontario, Canada
$2M -$750K -2,488 -26%
EF
246
Empowered Funds
Pennsylvania
$1.91M
Public Employees Retirement Association of Colorado
247
Public Employees Retirement Association of Colorado
Colorado
$1.89M
PSP
248
Principal Street Partners
Tennessee
$1.89M +$1.25M +4,158 +172%
CGH
249
Crossmark Global Holdings
Texas
$1.89M +$21.1K +70 +1%
GAA
250
Green Alpha Advisors
Colorado
$1.89M +$71.5K +237 +4%

SEDG Hedge Fund Activity: Q1 2021 in Review

557 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2021, worth a combined $11.7B — down 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SEDG positions and 69 closed out — a net gain of 5 holders — while 224 added to existing stakes and 181 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $181M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $265M sold.

  • 557 institutional investors held SolarEdge (SEDG) as of Q1 2021, up from 556 in Q4 2020.
  • Funds reported $11.7B of SolarEdge stock for Q1 2021, down 12% quarter-over-quarter.
  • 74 funds opened new SolarEdge positions in Q1 2021 and 69 closed out, a net change of +5 holders.
  • The largest SolarEdge buyer in Q1 2021 was Wellington Management Group, an estimated $181M added.
  • The largest SolarEdge seller in Q1 2021 was William Blair Investment Management, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2021.