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SolarEdge

557 hedge funds and large institutions have $11.7B invested in SolarEdge in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 224 increasing their positions, 181 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 181

7% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 69

0% more funds holding

Funds holding: 556557 (+1)

2.01% less ownership

Funds ownership: 82.05%80.04% (-2%)

12% less capital invested

Capital invested by funds: $13.3B → $11.7B (-$1.6B)

34% less call options, than puts

Call options by funds: $439M | Put options by funds: $663M

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
9.78%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.16%
New
74
Increased
224
Reduced
181
Closed
69
Calls
$439M
Puts
$663M
Net Calls
-$224M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
426
BI Asset Management Fondsmaeglerselskab
Denmark
$260K +$273K +904 New
AWM
427
AE Wealth Management
Kansas
$257K +$3.92K +13 +1%
BAM
428
Belpointe Asset Management
Nevada
$256K -$76K -252 -22%
PA
429
PFG Advisors
Arizona
$256K +$19.9K +66 +8%
Fiera Capital (Canada)
430
Fiera Capital (Canada)
Quebec, Canada
$255K +$45.2K +150 +20%
AWM
431
Apollon Wealth Management
South Carolina
$253K +$265K +879 New
AAS
432
Avantax Advisory Services
Texas
$253K +$266K +881 New
AP
433
Advisor Partners
California
$246K -$10.6K -35 -4%
CAN
434
Cetera Advisor Networks
California
$237K +$248K +824 New
AG
435
AlphaSimPlex Group
Massachusetts
$235K
CAGAS
436
Capital Advisory Group Advisory Services
Minnesota
$235K +$2.11K +7 +0.9%
HSA
437
HBK Sorce Advisory
Pennsylvania
$234K +$22.9K +76 +10%
SPIA
438
Steward Partners Investment Advisory
New York
$230K +$136K +450 +128%
DS
439
DRW Securities
Illinois
$226K +$237K +785 New
GC
440
GFG Capital
Florida
$216K
SWM
441
Sculati Wealth Management
Michigan
$216K
ET
442
Equitable Trust
Tennessee
$203K -$28K -93 -12%
FHC
443
First Heartland Consultants
Missouri
$201K +$10.9K +36 +5%
MCC
444
Money Concepts Capital
Florida
$201K +$10.9K +36 +5%
AF
445
Advisornet Financial
Minnesota
$187K +$154K +511 +370%
Credit Agricole
446
Credit Agricole
France
$184K +$150K +497 +352%
Parallax Volatility Advisers
447
Parallax Volatility Advisers
California
$180K -$6.91M -22,906 -97%
HFS
448
Hantz Financial Services
Michigan
$179K -$3.92K -13 -2%
ED
449
Exane Derivatives
France
$176K -$89K -295 -32%
PA
450
Parallel Advisors
California
$168K -$7.24K -24 -4%

SEDG Hedge Fund Activity: Q1 2021 in Review

557 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2021, worth a combined $11.7B — down 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SEDG positions and 69 closed out — a net gain of 5 holders — while 224 added to existing stakes and 181 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $181M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $265M sold.

  • 557 institutional investors held SolarEdge (SEDG) as of Q1 2021, up from 556 in Q4 2020.
  • Funds reported $11.7B of SolarEdge stock for Q1 2021, down 12% quarter-over-quarter.
  • 74 funds opened new SolarEdge positions in Q1 2021 and 69 closed out, a net change of +5 holders.
  • The largest SolarEdge buyer in Q1 2021 was Wellington Management Group, an estimated $181M added.
  • The largest SolarEdge seller in Q1 2021 was William Blair Investment Management, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2021.