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SolarEdge

549 hedge funds and large institutions have $11.3B invested in SolarEdge in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 202 increasing their positions, 185 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 185

4% less capital invested

Capital invested by funds: $11.7B → $11.3B (-$464M)

6% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 86

1.16% less ownership

Funds ownership: 80.04%78.88% (-1.2%)

1% less funds holding

Funds holding: 557549 (-8)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

38% less call options, than puts

Call options by funds: $465M | Put options by funds: $748M

Holders
549
Holders Change
-8
Holders Change %
-1.44%
% of All Funds
9.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
81
Increased
202
Reduced
185
Closed
86
Calls
$465M
Puts
$748M
Net Calls
-$283M
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
401
Advisory Services Network
Georgia
$272K +$7.56K +30 +3%
BWP
402
BSW Wealth Partners
Colorado
$272K +$248K +983 New
FAM
403
Formidable Asset Management
Ohio
$267K -$6.3K -25 -3%
SP
404
Symmetry Partners
Connecticut
$263K -$589K -2,339 -71%
GF
405
Gabelli Funds
New York
$263K
TCOV
406
Trust Company of Vermont
Vermont
$260K
AAS
407
Avantax Advisory Services
Texas
$258K +$13.6K +54 +6%
XT
408
XTX Topco
Cayman Islands
$257K +$234K +929 New
BAMF
409
BI Asset Management Fondsmaeglerselskab
Denmark
$250K
GT
410
Glenmede Trust
Pennsylvania
$249K -$100K -398 -31%
BMSSC
411
B. Metzler seel. Sohn & Co
Germany
$245K +$224K +888 New
AWM
412
Apollon Wealth Management
South Carolina
$243K +$252 +1 +0.1%
AP
413
Advisor Partners
California
$243K +$5.54K +22 +3%
BAM
414
Blueshift Asset Management
New Jersey
$235K +$214K +851 New
PA
415
PFG Advisors
Arizona
$226K -$18.9K -75 -8%
CAGAS
416
Capital Advisory Group Advisory Services
Minnesota
$226K -$252 -1 -0.1%
BFM
417
Boothbay Fund Management
New York
$222K +$202K +802 New
JWCA
418
J.W. Cole Advisors
Florida
$222K +$202K +803 New
IRF
419
IBM Retirement Fund
New York
$221K -$220K -873 -52%
LS
420
Livforsakringsbolaget Skandia
Sweden
$221K +$75.6K +300 +60%
VVP
421
Venture Visionary Partners
Ohio
$216K +$197K +784 New
Lido Advisors
422
Lido Advisors
California
$211K +$192K +763 New
SWM
423
Sculati Wealth Management
Michigan
$207K
FFS
424
Founders Financial Securities
Maryland
$207K +$189K +750 New
Treasurer of the State of North Carolina
425
Treasurer of the State of North Carolina
North Carolina
$205K -$4.52M -17,944 -96%

SEDG Hedge Fund Activity: Q2 2021 in Review

549 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2021, worth a combined $11.3B — down 4% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of SEDG and 81 opened new positions — a net loss of 5 holders — while 185 trimmed existing stakes and 202 added.

The largest buyer was JP Morgan Chase, adding an estimated $179M. The largest seller was BlackRock, cutting an estimated $277M.

  • 549 institutional investors held SolarEdge (SEDG) as of Q2 2021, down from 557 in Q1 2021.
  • Funds reported $11.3B of SolarEdge stock for Q2 2021, down 4% quarter-over-quarter.
  • 81 funds opened new SolarEdge positions in Q2 2021 and 86 closed out, a net change of -5 holders.
  • The largest SolarEdge buyer in Q2 2021 was JP Morgan Chase, an estimated $179M added.
  • The largest SolarEdge seller in Q2 2021 was BlackRock, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2021.