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SolarEdge

549 hedge funds and large institutions have $11.3B invested in SolarEdge in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 202 increasing their positions, 185 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 185

4% less capital invested

Capital invested by funds: $11.7B → $11.3B (-$464M)

6% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 86

1.16% less ownership

Funds ownership: 80.04%78.88% (-1.2%)

1% less funds holding

Funds holding: 557549 (-8)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

38% less call options, than puts

Call options by funds: $465M | Put options by funds: $748M

Holders
549
Holders Change
-8
Holders Change %
-1.44%
% of All Funds
9.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
81
Increased
202
Reduced
185
Closed
86
Calls
$465M
Puts
$748M
Net Calls
-$283M
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
276
Tokio Marine Asset Management
Japan
$1.24M +$50.4K +200 +5%
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$1.24M -$308K -1,223 -21%
BA
278
Bridgewater Associates
Connecticut
$1.24M +$1.13M +4,472 New
BMM
279
Buffington Mohr McNeal
Idaho
$1.2M
BFS
280
Bradley Foster & Sargent
Connecticut
$1.19M -$2.52K -10 -0.2%
MCM
281
Mitchell Capital Management
Kansas
$1.18M +$76.3K +303 +8%
Balyasny Asset Management
282
Balyasny Asset Management
Illinois
$1.17M +$687K +2,726 +182%
YIH
283
Y-Intercept (HK)
Hong Kong
$1.17M +$1.06M +4,215 New
TD Asset Management
284
TD Asset Management
Ontario, Canada
$1.15M +$103K +410 +10%
LCM
285
Laurion Capital Management
New York
$1.14M +$1.04M +4,137 New
WBC
286
Westpac Banking Corp
Australia
$1.13M
CMANY
287
Capital Management Associates (New York)
New York
$1.1M +$1.01M +4,000 New
AA
288
Altman Advisors
Illinois
$1.1M +$82.4K +327 +10%
RA
289
Rational Advisors
New York
$1.09M -$144K -570 -13%
PFO
290
Pathstone Family Office
New Jersey
$1.07M -$164K -651 -14%
BCV
291
Banque Cantonale Vaudoise
Switzerland
$1.07M -$111K -441 -10%
APA
292
American Portfolios Advisors
New York
$1.03M -$93.7K -372 -9%
Truist Financial
293
Truist Financial
North Carolina
$1.03M -$264K -1,049 -22%
SM
294
Sciencast Management
New Jersey
$1.01M +$604K +2,397 +169%
EGA
295
Eagle Global Advisors
Texas
$995K +$126K +500 +16%
Cambridge Investment Research Advisors
296
Cambridge Investment Research Advisors
Iowa
$969K -$27.5K -109 -3%
EPA
297
Element Pointe Advisors
Florida
$959K
EOCM
298
Energy Opportunities Capital Management
Texas
$951K -$576K -2,285 -40%
EWM
299
Evercore Wealth Management
New York
$931K -$4.79K -19 -0.6%
II
300
Inspire Investing
Idaho
$929K +$847K +3,363 New

SEDG Hedge Fund Activity: Q2 2021 in Review

549 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2021, worth a combined $11.3B — down 4% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of SEDG and 81 opened new positions — a net loss of 5 holders — while 185 trimmed existing stakes and 202 added.

The largest buyer was JP Morgan Chase, adding an estimated $179M. The largest seller was BlackRock, cutting an estimated $277M.

  • 549 institutional investors held SolarEdge (SEDG) as of Q2 2021, down from 557 in Q1 2021.
  • Funds reported $11.3B of SolarEdge stock for Q2 2021, down 4% quarter-over-quarter.
  • 81 funds opened new SolarEdge positions in Q2 2021 and 86 closed out, a net change of -5 holders.
  • The largest SolarEdge buyer in Q2 2021 was JP Morgan Chase, an estimated $179M added.
  • The largest SolarEdge seller in Q2 2021 was BlackRock, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2021.