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SolarEdge

457 hedge funds and large institutions have $5.25B invested in SolarEdge in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 156 increasing their positions, 168 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $717M | Put options by funds: $592M

6.89% more ownership

Funds ownership: 92%98.88% (+6.9%)

7% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 168

20% less funds holding

Funds holding: 573457 (-116)

22% less capital invested

Capital invested by funds: $6.76B → $5.25B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

61% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 181

Holders
457
Holders Change
-116
Holders Change %
-20.24%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
156
Reduced
168
Closed
181
Calls
$717M
Puts
$592M
Net Calls
+$125M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
226
Raymond James Financial Services Advisors
Florida
$701K -$105K -1,154 -13%
BBVA
227
Banco Bilbao Vizcaya Argentaria
Spain
$675K -$1.3M -14,278 -67%
SEC
228
Seven Eight Capital
New York
$667K +$649K +7,126 New
URS
229
Utah Retirement Systems
Utah
$618K
Corient Private Wealth
230
Corient Private Wealth
Florida
$616K +$290K +3,183 +94%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$615K
CIBC World Market
232
CIBC World Market
Ontario, Canada
$605K -$684K -7,511 -54%
CANY
233
Caxton Associates (New York)
New York
$596K +$579K +6,365 New
GCGDR
234
Geo Capital Gestora de Recursos
Brazil
$593K -$1.8M -19,823 -76%
Marshall Wace
235
Marshall Wace
United Kingdom
$587K +$571K +6,270 New
NYLIM
236
New York Life Investment Management
New York
$582K -$203K -2,234 -26%
MGAM
237
McGowan Group Asset Management
Texas
$572K -$46.8K -514 -8%
AIM
238
Achmea Investment Management
Netherlands
$570K
IIA
239
IPG Investment Advisors
California
$562K +$546K +6,000 New
CG
240
Carmignac Gestion
France
$559K
CAM
241
Cresset Asset Management
Illinois
$558K +$181K +1,992 +50%
DPIM
242
Duff & Phelps Investment Management
Illinois
$549K +$61.7K +678 +13%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$543K -$364K -3,994 -41%
GCP
244
GSA Capital Partners
United Kingdom
$543K +$130K +1,429 +33%
CAN
245
Cetera Advisor Networks
California
$533K -$244K -2,681 -32%
JAM
246
Jupiter Asset Management
United Kingdom
$503K
LTAS
247
Linden Thomas Advisory Services
North Carolina
$487K +$5.55K +61 +1%
SSA
248
South Street Advisors
New York
$486K -$120K -1,317 -20%
TRCT
249
Tower Research Capital (TRC)
New York
$474K -$283K -3,105 -38%
XT
250
XTX Topco
Cayman Islands
$473K +$307K +3,374 +201%

SEDG Hedge Fund Activity: Q4 2023 in Review

457 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2023, worth a combined $5.25B — down 22% from $6.76B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of SEDG and 71 opened new positions — a net loss of 110 holders — while 168 trimmed existing stakes and 156 added.

The largest buyer was BlackRock, adding an estimated $317M. The largest seller was State Street, cutting an estimated $73.6M.

  • 457 institutional investors held SolarEdge (SEDG) as of Q4 2023, down from 573 in Q3 2023.
  • Funds reported $5.25B of SolarEdge stock for Q4 2023, down 22% quarter-over-quarter.
  • 71 funds opened new SolarEdge positions in Q4 2023 and 181 closed out, a net change of -110 holders.
  • The largest SolarEdge buyer in Q4 2023 was BlackRock, an estimated $317M added.
  • The largest SolarEdge seller in Q4 2023 was State Street, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2023.