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SolarEdge

557 hedge funds and large institutions have $10.9B invested in SolarEdge in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 197 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

1% more funds holding

Funds holding: 549557 (+8)

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 183

0.24% less ownership

Funds ownership: 78.88%78.64% (-0.24%)

4% less capital invested

Capital invested by funds: $11.3B → $10.9B (-$407M)

34% less call options, than puts

Call options by funds: $485M | Put options by funds: $734M

Holders
557
Holders Change
+8
Holders Change %
+1.46%
% of All Funds
9.75%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
62
Increased
197
Reduced
183
Closed
51
Calls
$485M
Puts
$734M
Net Calls
-$250M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
276
Cascade Investment Advisors
Oregon
$1.34M -$272K -1,000 -17%
Robeco Institutional Asset Management
277
Robeco Institutional Asset Management
Netherlands
$1.33M +$77.3K +284 +6%
BC
278
BIT Capital
Germany
$1.32M -$105K -385 -7%
PA
279
Profund Advisors
Maryland
$1.31M -$4.08K -15 -0.3%
TMAM
280
Tokio Marine Asset Management
Japan
$1.29M +$104K +382 +8%
CANY
281
Caxton Associates (New York)
New York
$1.28M -$245K -900 -16%
US Bancorp
282
US Bancorp
Minnesota
$1.28M +$10.3K +38 +0.8%
BBVA
283
Banco Bilbao Vizcaya Argentaria
Spain
$1.26M -$338K -1,241 -21%
JG
284
Jefferies Group
New York
$1.25M -$537K -1,974 -30%
LOIM
285
Liberty One Investment Management
Illinois
$1.25M -$4.36K -16 -0.3%
SAM
286
Securian Asset Management
Minnesota
$1.24M -$27.2K -100 -2%
CIA
287
Capital Impact Advisors
Massachusetts
$1.23M +$1.27M +4,654 New
NEI
288
Northwest & Ethical Investments
Ontario, Canada
$1.19M +$1.22M +4,500 New
EOCM
289
Energy Opportunities Capital Management
Texas
$1.16M +$259K +950 +28%
TD Asset Management
290
TD Asset Management
Ontario, Canada
$1.16M -$13.6K -50 -1%
BMM
291
Buffington Mohr McNeal
Idaho
$1.15M
MCM
292
Mitchell Capital Management
Kansas
$1.15M +$20.1K +74 +2%
BFS
293
Bradley Foster & Sargent
Connecticut
$1.15M +$8.17K +30 +0.7%
CM
294
Castleark Management
Illinois
$1.13M +$799K +2,935 +219%
CA
295
CastleArk Alternatives
Illinois
$1.13M +$1.1M +4,055 +1,843%
FIM
296
Freedom Investment Management
Connecticut
$1.08M -$163K -599 -13%
PFO
297
Pathstone Family Office
New Jersey
$1.08M +$49.8K +183 +5%
BSAM
298
Blue Square Asset Management
New York
$1.06M +$425K +1,561 +64%
CMANY
299
Capital Management Associates (New York)
New York
$1.06M
JCM
300
Jag Capital Management
Missouri
$1.06M -$310K -1,140 -22%

SEDG Hedge Fund Activity: Q3 2021 in Review

557 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2021, worth a combined $10.9B — down 3.6% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SEDG positions and 51 closed out — a net gain of 11 holders — while 197 added to existing stakes and 183 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $182M. The largest seller was JP Morgan Chase, cutting an estimated $137M.

  • 557 institutional investors held SolarEdge (SEDG) as of Q3 2021, up from 549 in Q2 2021.
  • Funds reported $10.9B of SolarEdge stock for Q3 2021, down 3.6% quarter-over-quarter.
  • 62 funds opened new SolarEdge positions in Q3 2021 and 51 closed out, a net change of +11 holders.
  • The largest SolarEdge buyer in Q3 2021 was William Blair Investment Management, an estimated $182M added.
  • The largest SolarEdge seller in Q3 2021 was JP Morgan Chase, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.