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SolarEdge

462 hedge funds and large institutions have $10.4B invested in SolarEdge in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 141 increasing their positions, 162 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 45

67% more capital invested

Capital invested by funds: $6.21B → $10.4B (+$4.14B)

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

17% more funds holding

Funds holding: 396462 (+66)

10% less call options, than puts

Call options by funds: $358M | Put options by funds: $395M

3.48% less ownership

Funds ownership: 90.52%87.05% (-3.5%)

13% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 162

Holders
462
Holders Change
+66
Holders Change %
+16.67%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.38%
New
113
Increased
141
Reduced
162
Closed
45
Calls
$358M
Puts
$395M
Net Calls
-$37.7M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Avantax Advisory Services
Texas
$377K +$304K +1,580 New
CSM
327
CAMG Solamere Management
North Carolina
$375K -$4.8K -25 -2%
MOS
328
MGO One Seven
Ohio
$368K +$413K +2,147 New
CMI
329
Clare Market Investments
Texas
$363K +$293K +1,525 New
IMRF
330
Illinois Municipal Retirement Fund
Illinois
$361K +$291K +1,513 New
CANY
331
Caxton Associates (New York)
New York
$360K -$11.2M -58,118 -97%
SWM
332
Sculati Wealth Management
Michigan
$358K
HAG
333
HighPoint Advisor Group
Illinois
$357K +$294K +1,529 New
FAM
334
Formidable Asset Management
Ohio
$344K +$275K +1,430 New
TFS
335
TrustCore Financial Services
Tennessee
$338K +$1.34K +7 +0.5%
IFG
336
Independent Financial Group
California
$335K -$8.07K -42 -3%
M&T Bank
337
M&T Bank
New York
$335K +$269K +1,399 New
LC
338
LNZ Capital
New York
$333K +$268K +1,396 New
BC
339
Brookfield Corp
Ontario, Canada
$333K +$269K +1,397 New
VWA
340
V Wealth Advisors
Kansas
$329K -$63.4K -330 -19%
SG Americas Securities
341
SG Americas Securities
New York
$322K -$7.22M -37,574 -97%
CWM
342
Cordatus Wealth Management
Pennsylvania
$322K +$259K +1,349 New
LW
343
Linscomb Wealth
Texas
$312K -$27.5K -143 -10%
QCM
344
Quantinno Capital Management
New York
$310K -$142K -741 -36%
VPIM
345
Vanguard Personalized Indexing Management
California
$309K +$249K +1,298 New
SL
346
Stevard LLC
Illinois
$307K -$57.5K -299 -19%
WA
347
Wealth Alliance
New York
$305K +$246K +1,278 New
BDF
348
Balasa Dinverno & Foltz
$305K +$246K +1,281 New
KWA
349
KCS Wealth Advisory
California
$303K -$150K -778 -38%
WS
350
Wedbush Securities
California
$300K +$242K +1,260 New

SEDG Hedge Fund Activity: Q3 2020 in Review

462 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2020, worth a combined $10.4B — up 67% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SEDG positions and 45 closed out — a net gain of 68 holders — while 141 added to existing stakes and 162 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $302M. The largest seller was Fidelity Investments, cutting an estimated $190M.

  • 462 institutional investors held SolarEdge (SEDG) as of Q3 2020, up from 396 in Q2 2020.
  • Funds reported $10.4B of SolarEdge stock for Q3 2020, up 67% quarter-over-quarter.
  • 113 funds opened new SolarEdge positions in Q3 2020 and 45 closed out, a net change of +68 holders.
  • The largest SolarEdge buyer in Q3 2020 was Fidelity International, an estimated $302M added.
  • The largest SolarEdge seller in Q3 2020 was Fidelity Investments, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2020.