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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
BC
326
Brookfield Corp
Ontario, Canada
$630K +$574K +2,279 New
KCM
327
Karp Capital Management
California
$614K +$314K +1,248 +128%
WS
328
Wedbush Securities
California
$612K +$1.26K +5 +0.2%
Simplex Trading
329
Simplex Trading
Illinois
$612K +$558K +2,217 New
CT
330
Chicago Trust
Illinois
$596K +$543K +2,155 New
UCFA
331
United Capital Financial Advisors
Texas
$589K -$11.3K -45 -2%
ESCM
332
Echo Street Capital Management
New York
$578K +$527K +2,092 New
Mercer Global Advisors
333
Mercer Global Advisors
Colorado
$577K +$84.9K +337 +19%
AR
334
Advisory Research
Illinois
$565K +$515K +2,045 New
RG
335
Rathbones Group
United Kingdom
$561K
Creative Planning
336
Creative Planning
Kansas
$560K -$752K -2,986 -60%
OC
337
Oppenheimer & Co
New York
$548K +$145K +574 +41%
AII
338
AGF Investments Inc
Ontario, Canada
$534K +$174K +692 +56%
FHB
339
First Hawaiian Bank
Hawaii
$526K -$65K -258 -12%
VIA
340
Vident Investment Advisory
Georgia
$525K +$114K +451 +31%
Cetera Investment Advisers
341
Cetera Investment Advisers
Illinois
$525K +$245K +971 +105%
SWP
342
Stratos Wealth Partners
Ohio
$507K +$7.05K +28 +2%
TCMP
343
Thrive Capital Management (Pennsylvania)
Pennsylvania
$499K +$199K +789 +78%
MWM
344
Mission Wealth Management
California
$497K -$504 -2 -0.1%
CCM
345
Cribstone Capital Management
Maine
$497K
M
346
Mirova
France
$489K +$131K +520 +42%
FHA
347
Flagship Harbor Advisors
Massachusetts
$486K -$36.5K -145 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
348
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$486K +$443K +1,758 New
PAG
349
Private Advisor Group
New Jersey
$485K -$5.11M -20,285 -92%
TCWM
350
Total Clarity Wealth Management
Illinois
$484K -$15.1K -60 -3%

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.