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SolarEdge
SEDG

333 hedge funds and large institutions have $1.41B invested in SolarEdge in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 91 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $309M | Put options by funds: $211M

26% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 91

13.02% more ownership

Funds ownership: 84.53% → 97.55% (+13%)

10% less funds holding

Funds holding: 372 → 333 (-39)

37% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 95

59% less capital invested

Capital invested by funds: $3.43B → $1.41B (-$2.02B)

Holders
333
Holders Change
-39
Holders Change %
-10.48%
% of All Funds
4.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
60
Increased
115
Reduced
91
Closed
95
Calls
$309M
Puts
$211M
Net Calls
+$98.1M
Net Calls Change
+$163M

Top Buyers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
+$83.2M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$56.5M
3
CI
Clal Insurance
Israel
+$48.9M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$31M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$68.4M
2
BlackRock
BlackRock
New York
-$27.4M
3
RPI
Railway Pension Investments
United Kingdom
-$14M
4
PF
Phoenix Financial
Israel
-$12.6M
5
ClearBridge Investments
ClearBridge Investments
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LP
376
LMR Partners
United Kingdom
– -$400K -5,634 Closed
JAM
377
Jupiter Asset Management
United Kingdom
– -$381K -5,374 Closed
LTAS
378
Linden Thomas Advisory Services
North Carolina
– -$381K -5,373 Closed
PA
379
Profund Advisors
Maryland
– -$380K -5,360 Closed
SSA
380
South Street Advisors
New York
– -$372K -5,245 Closed
LJAC
381
L.J. Altfest & Co
New York
– -$359K -5,056 Closed
LSA
382
L & S Advisors
California
– -$357K -5,026 Closed
BCM
383
Brookstone Capital Management
Illinois
– -$350K -4,932 Closed
AIM
384
Aigen Investment Management
New York
– -$343K -4,837 Closed
Envestnet Asset Management
385
Envestnet Asset Management
Illinois
– -$340K -4,787 Closed
American Century Companies
386
American Century Companies
Missouri
– -$338K -4,756 Closed
FB
387
Fulton Bank
Pennsylvania
– -$293K -4,133 Closed
LNWWM
388
Laird Norton Wetherby Wealth Management
California
– -$285K -4,012 Closed
GC
389
GFG Capital
Florida
– -$284K -4,000 Closed
YAVAPFMC
390
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
– -$276K -3,893 Closed
CGH
391
Crossmark Global Holdings
Texas
– -$272K -3,825 Closed
BFM
392
Boothbay Fund Management
New York
– -$261K -3,680 Closed
PCM
393
Prelude Capital Management
New York
– -$249K -3,513 Closed
PI
394
PFG Investments
New York
– -$248K -3,491 Closed
LI
395
LMCG Investments
Massachusetts
– -$238K -3,357 Closed
State Board of Administration of Florida Retirement System
396
State Board of Administration of Florida Retirement System
Florida
– -$1.01M -3,324 Closed
MML Investors Services
397
MML Investors Services
Massachusetts
– -$220K -3,096 Closed
Commonwealth Equity Services
398
Commonwealth Equity Services
Massachusetts
– -$217K -3,055 Closed
Aberdeen Group
399
Aberdeen Group
United Kingdom
– -$216K -3,045 Closed
ECM
400
Evergreen Capital Management
Washington
– -$214K -3,008 Closed
14 15
16
17 18

SEDG Hedge Fund Activity: Q2 2024 in Review

333 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2024, worth a combined $1.41B — down 59% from $3.43B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of SEDG and 60 opened new positions — a net loss of 35 holders — while 91 trimmed existing stakes and 115 added.

The largest buyer was Swedbank, opening a new position worth an estimated $83.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $68.4M.

  • 333 institutional investors held SolarEdge (SEDG) as of Q2 2024, down from 372 in Q1 2024.
  • Funds reported $1.41B of SolarEdge stock for Q2 2024, down 59% quarter-over-quarter.
  • 60 funds opened new SolarEdge positions in Q2 2024 and 95 closed out, a net change of -35 holders.
  • The largest SolarEdge buyer in Q2 2024 was Swedbank, an estimated $83.2M added.
  • The largest SolarEdge seller in Q2 2024 was Schroder Investment Management Group, an estimated $68.4M sold.

Based on aggregated 13F filings for Q2 2024.