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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
CHA
401
Carmichael Hill & Associates
Maryland
$2.81K -$4.55K -50 -63%
IGWM
402
ICA Group Wealth Management
Colorado
$2.81K +$2.73K +30 New
GWS
403
Glassman Wealth Services
Virginia
$2.62K
BCMLT
404
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.59K
IA
405
IFP Advisors
Florida
$2.53K -$273 -3 -10%
ME
406
McIlrath & Eck
Washington
$2.53K
SWA
407
SOA Wealth Advisors
New York
$2.34K
GWSG
408
GPS Wealth Strategies Group
Colorado
$2.34K +$2.28K +25 New
NMM
409
Naples Money Management
Florida
$2.34K +$2.28K +25 New
TCM
410
Tradewinds Capital Management
Washington
$2.25K
SPIA
411
Steward Partners Investment Advisory
New York
$2.25K -$2.19K -24 -50%
AA
412
AlphaMark Advisors
Kentucky
$2K
PTC
413
Private Trust Company
Ohio
$1.97K -$546 -6 -22%
VWM
414
Venturi Wealth Management
Texas
$1.87K +$1.82K +20 New
FHA
415
First Horizon Advisors
Tennessee
$1.78K +$546 +6 +46%
MTIC
416
Missouri Trust & Investment Company
Missouri
$1.69K
WT
417
Whittier Trust
California
$1.68K -$1.36K -15 -45%
WTC
418
WhitTier Trust Company
Nevada
$1.59K -$364 -4 -19%
MAM
419
Magellan Asset Management
Australia
$1.5K
PA
420
Pineridge Advisors
Missouri
$1.5K +$1.46K +16 New
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$1.4K -$1.82K -20 -57%
JWA
422
JFS Wealth Advisors
Pennsylvania
$1.4K -$455 -5 -25%
AF
423
Arrow Financial
New York
$1.4K
SIC
424
Salem Investment Counselors
North Carolina
$1.4K
JWM
425
Janiczek Wealth Management
Colorado
$1.31K +$1.27K +14 New

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.