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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
AAG
376
Armstrong Advisory Group
Massachusetts
$6.83K -$22.7K -249 -77%
SS
377
Sunbelt Securities
Texas
$6.27K -$3.1K -34 -34%
BTI
378
Blue Trust Inc
Georgia
$6K +$1.36K +15 +58%
OLVIG
379
Oliver Lagore Vanvalin Investment Group
Michigan
$5.99K +$5.83K +64 New
TPCW
380
TD Private Client Wealth
New York
$5.8K +$1.55K +17 +38%
EBA
381
Eagle Bay Advisors
New York
$5.8K +$5.64K +62 New
VCM
382
Versant Capital Management
Arizona
$5.62K +$3.37K +37 +161%
RAM
383
Readystate Asset Management
Illinois
$5.33K -$451K -4,955 -99%
CFD
384
Creative Financial Designs
Indiana
$4.68K +$4.55K +50 New
RFG
385
RFP Financial Group
Georgia
$4.12K
A
386
AlphaQuest
New York
$4.12K +$4K +44 New
HGERS
387
Householder Group Estate & Retirement Specialist
Arizona
$4K -$2.19K -24 -36%
TWC
388
TD Waterhouse Canada
Ontario, Canada
$3.78K -$273 -3 -6%
FFA
389
Farther Finance Advisors
California
$3.74K +$1.91K +21 +111%
IRAG
390
Investment Research & Advisory Group
Georgia
$3.56K
GWM
391
Geneos Wealth Management
Colorado
$3.28K
GFPC
392
Global Financial Private Client
Florida
$3.28K
HNB
393
Huntington National Bank
Ohio
$3.28K +$2.46K +27 +338%
S
394
Sachetta
Massachusetts
$3.28K +$3.19K +35 New
ST
395
Smithfield Trust
Pennsylvania
$3K -$61.9K -680 -95%
Cohen & Steers
396
Cohen & Steers
New York
$3K -$1.27K -14 -33%
FMP
397
Financial Management Professionals
Texas
$3K
CWA
398
Carolina Wealth Advisors
South Carolina
$3K
CHC
399
City Holding Co
West Virginia
$3K +$2.91K +32 New
RA
400
Rise Advisors
New York
$2.9K

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.