We are live on ! Find out more
SEDG icon

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
PMFA
351
Plante Moran Financial Advisors
Michigan
$11.7K
RAM
352
Riggs Asset Management
Pennsylvania
$11.2K +$10.9K +120 New
ZB
353
Zions Bancorporation
Utah
$10.8K +$910 +10 +10%
CCA
354
Catalyst Capital Advisors
New York
$10.4K +$3.82K +42 +61%
MRC
355
Millburn Ridgefield Corp
New York
$10.4K +$3.82K +42 +61%
DGAM
356
Desjardins Global Asset Management
Quebec, Canada
$10.4K -$36.6K -402 -78%
PWM
357
Partnership Wealth Management
Maryland
$10.3K +$14.1K +155 New
TFA
358
Toth Financial Advisory
Virginia
$10.1K
GWMIA
359
Global Wealth Management Investment Advisory
Florida
$9.36K -$3.46K -38 -28%
HCM
360
Hollencrest Capital Management
California
$9.36K
OCM
361
Orion Capital Management
California
$9.36K
CAM
362
Creekmur Asset Management
Illinois
$9.36K +$9.1K +100 New
PCMC
363
Planning Capital Management Corporation
Pennsylvania
$9.36K +$9.1K +100 New
GRP
364
Global Retirement Partners
California
$9.1K -$91 -1 -0.8%
PFBT
365
Parkside Financial Bank & Trust
Missouri
$8.71K +$3.55K +39 +72%
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$8.61K -$11K -121 -57%
UB
367
UMB Bank
Missouri
$8.52K -$65.6K -721 -89%
EWA
368
EverSource Wealth Advisors
Alabama
$8.52K +$6.1K +67 +279%
LC
369
Lindbrook Capital
California
$8.33K +$4.37K +48 +117%
CI Investments Inc
370
CI Investments Inc
Ontario, Canada
$8K -$508K -5,582 -98%
LFA
371
LGT Financial Advisors
Texas
$7.58K
PWA
372
Provenance Wealth Advisors
Florida
$7.02K
SA
373
Scarborough Advisors
Maryland
$7.02K +$6.83K +75 New
SWM
374
Spire Wealth Management
Virginia
$6.93K -$364 -4 -4%
HI
375
Harbour Investments
Wisconsin
$6.93K +$364 +4 +6%

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.