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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
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$227K -$4.66M -51,178 -95%
QCM
302
Quantinno Capital Management
New York
$223K -$66.4K -729 -23%
CCM
303
Coldstream Capital Management
Washington
$222K +$216K +2,376 New
FAF
304
Fjarde Ap-fonden
Sweden
$221K -$1.18M -12,974 -85%
SA
305
Strategic Advocates
Utah
$218K +$19.5K +214 +10%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$215K -$5.83K -64 -3%
HI
307
Horizon Investments
North Carolina
$212K +$125K +1,369 +154%
Truist Financial
308
Truist Financial
North Carolina
$210K -$20.1K -221 -9%
JWCA
309
J.W. Cole Advisors
Florida
$201K -$98.8K -1,085 -34%
Macquarie Group
310
Macquarie Group
Australia
$186K +$51.3K +564 +40%
Robeco Institutional Asset Management
311
Robeco Institutional Asset Management
Netherlands
$167K -$2.77M -30,428 -94%
FDCP
312
Foster Dykema Cabot & Partners
Massachusetts
$164K +$159K +1,752 New
O
313
Ossiam
France
$143K -$240K -2,640 -63%
TFIPS
314
Towarzystwo Funduszy Inwestycyjnych PZU SA
$142K +$138K +1,515 New
Nisa Investment Advisors
315
Nisa Investment Advisors
Missouri
$140K +$50.7K +557 +60%
Capstone Investment Advisors
316
Capstone Investment Advisors
New York
$132K -$60.4K -663 -32%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$117K +$54.8K +602 +93%
DekaBank Deutsche Girozentrale
318
DekaBank Deutsche Girozentrale
Germany
$114K -$26.8M -294,703 -100%
AWM
319
Ameliora Wealth Management
Switzerland
$103K
AssetMark Inc
320
AssetMark Inc
California
$94.8K -$14.9K -164 -14%
HFS
321
Hantz Financial Services
Michigan
$71K +$30.7K +337 +81%
CLOS
322
Compagnie Lombard Odier SCmA
Switzerland
$65.5K +$45.5K +500 +250%
EWM
323
Evermay Wealth Management
Virginia
$59.2K
MCM
324
MV Capital Management
Maryland
$51.8K +$1.36K +15 +3%
Bessemer Group
325
Bessemer Group
New Jersey
$49K +$45.1K +495 +1,456%

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.