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SolarEdge
SEDG

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: 372 → 333 (-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

Top Buyers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
+$83.2M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$56.5M
3
CI
Clal Insurance
Israel
+$48.9M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$31M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$68.4M
2
BlackRock
BlackRock
New York
-$27.4M
3
RPI
Railway Pension Investments
United Kingdom
-$14M
4
PF
Phoenix Financial
Israel
-$12.6M
5
ClearBridge Investments
ClearBridge Investments
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
301
Everence Capital Management
Indiana
$550 – – –
MCM
302
Manchester Capital Management
Vermont
$506 – – –
FFA
303
Farther Finance Advisors
California
$455 – – –
MTIC
304
Missouri Trust & Investment Company
Missouri
$455 – – –
MAM
305
Magellan Asset Management
Australia
$404 – – –
WTC
306
WhitTier Trust Company
Nevada
$404 – – –
HNB
307
Huntington National Bank
Ohio
$404 +$780 +15 +1,500%
AF
308
Arrow Financial
New York
$379 – – –
DF
309
Dunhill Financial
United Kingdom
$372 – – –
PS
310
Principal Securities
Iowa
$328 -$156 -3 -19%
RA
311
Rise Advisors
New York
$328 – – –
AA
312
Addison Advisors
Vermont
$278 -$1.14K -22 -67%
SS
313
Sunbelt Securities
Texas
$278 -$1.09K -21 -66%
CIA
314
Cape Investment Advisory
Georgia
$278 – – –
PFBT
315
Parkside Financial Bank & Trust
Missouri
$254 -$676 -13 -57%
BIA
316
Bell Investment Advisors
California
$253 -$364 -7 -41%
IC
317
Innealta Capital
Texas
$202 +$416 +8 New
AWM
318
Abound Wealth Management
Tennessee
$152 -$156 -3 -33%
LFG
319
Larson Financial Group
Missouri
$152 +$312 +6 New
CHA
320
Carmichael Hill & Associates
Maryland
$127 -$1.3K -25 -83%
JWA
321
JFS Wealth Advisors
Pennsylvania
$127 -$520 -10 -67%
BCM
322
Blume Capital Management
California
$127 – – –
CYG
323
Clean Yield Group
Vermont
$126 – – –
AF
324
Advisornet Financial
Minnesota
$101 +$208 +4 New
GI
325
Gradient Investments
Minnesota
$76 – – –
11 12
13
14 15

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.