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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
HCP
326
Hexagon Capital Partners
Arkansas
$47.3K
TCOV
327
Trust Company of Vermont
Vermont
$46.3K -$46.1K -506 -51%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$40K -$52.2K -573 -57%
NA
329
NewEdge Advisors
Louisiana
$33.9K +$6.37K +70 +24%
ETC
330
Exchange Traded Concepts
Oklahoma
$29.8K
S
331
SignatureFD
Georgia
$28.8K +$2.64K +29 +10%
PA
332
Parallel Advisors
California
$27.7K -$140K -1,535 -84%
LWCFA
333
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.6K +$455 +5 +1%
MCM
334
Manchester Capital Management
Vermont
$27.1K +$24.5K +269 +1,345%
DZ Bank
335
DZ Bank
Germany
$26.9K -$1.59M -17,520 -98%
WIM
336
Westside Investment Management
California
$25.3K
QCG
337
Quadrant Capital Group
Ohio
$22.7K +$11.4K +125 +106%
WTG
338
West Tower Group
Virginia
$21.8K -$1.27K -14 -6%
GI
339
GAMMA Investing
California
$21.3K +$29.2K +321 New
AF
340
Allworth Financial
California
$20.2K +$15.4K +169 +360%
1832 Asset Management
341
1832 Asset Management
Ontario, Canada
$19.9K -$1.54M -16,913 -99%
HCM
342
Highlander Capital Management
New Jersey
$18.7K
OIA
343
Optimum Investment Advisors
Illinois
$18.7K
W
344
WealthCollab
Washington
$18.7K +$18.2K +200 New
NS
345
NBC Securities
Alabama
$18K
AA
346
Addison Advisors
Vermont
$16.2K +$14.1K +155 +861%
TCWA
347
Turtle Creek Wealth Advisors
Texas
$15.1K +$14.7K +161 New
LJHT
348
Laurie J. Hall Trustee
$15K -$5.46K -60 -27%
PS
349
Principal Securities
Iowa
$13.2K +$12.8K +141 New
IBOK
350
Independence Bank of Kentucky
Kentucky
$11.7K

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.