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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
AC
376
Athanor Capital
New York
$221K +$179K +929 New
Nisa Investment Advisors
377
Nisa Investment Advisors
Missouri
$215K
MFG
378
Magnus Financial Group
New York
$213K -$317K -1,648 -65%
IAN
379
Integrated Advisors Network
Texas
$213K +$113K +587 +192%
RFC
380
Regions Financial Corp
Alabama
$211K +$170K +885 New
ODCM
381
Old Dominion Capital Management
Virginia
$206K +$166K +866 New
AP
382
Advisor Partners
California
$205K +$166K +862 New
AWM
383
AE Wealth Management
Kansas
$204K +$164K +855 New
PAG
384
Private Advisor Group
New Jersey
$201K +$41.1K +214 +34%
HFS
385
Hantz Financial Services
Michigan
$188K -$9.42K -49 -6%
SC
386
Steph & Co
Wisconsin
$175K -$8.84K -46 -6%
SFS
387
Sowell Financial Services
Arkansas
$159K -$60.2K -313 -32%
PCM
388
Prelude Capital Management
New York
$156K +$126K +656 New
FHA
389
Flagship Harbor Advisors
Massachusetts
$151K +$42.9K +223 +54%
GFPC
390
Global Financial Private Client
Florida
$137K -$80.5K -419 -43%
MCA
391
Mercer Capital Advisers
New Jersey
$131K -$19.2K -100 -15%
T
392
TOBAM
France
$128K +$103K +536 New
GI
393
Gradient Investments
Minnesota
$119K
PFO
394
Pathstone Family Office
New Jersey
$119K
SOAMC
395
Spirit of America Management Corp
New York
$119K
RE
396
RBC Europe
United Kingdom
$117K
GT
397
Glenmede Trust
Pennsylvania
$114K -$4.8K -25 -5%
IA
398
IFP Advisors
Florida
$99K +$12.1K +63 +18%
MLFP
399
MPS Loria Financial Planners
Illinois
$95K
NL
400
NKCFO LLC
Illinois
$95K +$76.9K +400 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.