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SolarEdge

333 hedge funds and large institutions have $1.41B invested in SolarEdge in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 91 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $309M | Put options by funds: $211M

26% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 91

13.02% more ownership

Funds ownership: 84.53%97.55% (+13%)

10% less funds holding

Funds holding: 372333 (-39)

37% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 95

59% less capital invested

Capital invested by funds: $3.43B → $1.41B (-$2.02B)

Holders
333
Holders Change
-39
Holders Change %
-10.48%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
60
Increased
115
Reduced
91
Closed
95
Calls
$309M
Puts
$211M
Net Calls
+$98.1M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
251
Catalyst Capital Advisors
New York
$4.62K +$2.81K +54 +42%
MRC
252
Millburn Ridgefield Corp
New York
$4.62K +$2.81K +54 +42%
FPFS
253
First Personal Financial Services
North Carolina
$3.92K +$1.3K +25 +19%
PWM
254
Partnership Wealth Management
Maryland
$3.92K
WIM
255
Westside Investment Management
California
$3.79K
TWC
256
TD Waterhouse Canada
Ontario, Canada
$3.39K +$5.41K +104 +281%
RS
257
Rakuten Securities
Japan
$3.23K +$6.65K +128 New
RAM
258
Riggs Asset Management
Pennsylvania
$3.21K
SAM
259
Smartleaf Asset Management
Massachusetts
$3.06K +$6.29K +121 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$3K -$2.6K -50 -33%
CI Investments Inc
261
CI Investments Inc
Ontario, Canada
$3K -$208 -4 -4%
OIA
262
Optimum Investment Advisors
Illinois
$2.53K -$5.2K -100 -50%
SWM
263
Spire Wealth Management
Virginia
$2.48K +$156 +3 +3%
BP
264
BNP Paribas
France
$2.48K +$5.09K +98 New
BTI
265
Blue Trust Inc
Georgia
$2.41K +$1.77K +34 New
AF
266
Allworth Financial
California
$2.03K +$1.72K +33 +72%
PA
267
Parallel Advisors
California
$2.02K -$3.33K -64 -44%
FCG
268
Financial Connections Group
California
$2K +$4.42K +85 New
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$1.94K -$1.98K -38 -35%
M
270
MOTCO
Texas
$1.9K +$3.9K +75 New
TFF
271
The Family Firm
Maryland
$1.77K +$3.64K +70 New
LCM
272
Logan Capital Management
Pennsylvania
$1.49K -$156K -3,000 -98%
TFA
273
Toth Financial Advisory
Virginia
$1.26K -$2.6K -50 -50%
SA
274
Scarborough Advisors
Maryland
$1.26K -$1.56K -30 -38%
CFD
275
Creative Financial Designs
Indiana
$1.26K

SEDG Hedge Fund Activity: Q2 2024 in Review

333 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2024, worth a combined $1.41B — down 59% from $3.43B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of SEDG and 60 opened new positions — a net loss of 35 holders — while 91 trimmed existing stakes and 115 added.

The largest buyer was Swedbank, opening a new position worth an estimated $83.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $68.4M.

  • 333 institutional investors held SolarEdge (SEDG) as of Q2 2024, down from 372 in Q1 2024.
  • Funds reported $1.41B of SolarEdge stock for Q2 2024, down 59% quarter-over-quarter.
  • 60 funds opened new SolarEdge positions in Q2 2024 and 95 closed out, a net change of -35 holders.
  • The largest SolarEdge buyer in Q2 2024 was Swedbank, an estimated $83.2M added.
  • The largest SolarEdge seller in Q2 2024 was Schroder Investment Management Group, an estimated $68.4M sold.

Based on aggregated 13F filings for Q2 2024.