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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
DF
426
Dunhill Financial
United Kingdom
$1.3K +$1.27K +14 New
TCA
427
Trifecta Capital Advisors
Illinois
$1.12K +$1.09K +12 New
TC
428
Truvestments Capital
Florida
$1.12K
AF
429
Advisornet Financial
Minnesota
$1.12K +$364 +4 +50%
CIA
430
Cape Investment Advisory
Georgia
$1.03K
FIA
431
FNY Investment Advisers
New York
$1K -$6.37K -70 -82%
WIA
432
Wetzel Investment Advisors
Indiana
$1K +$728 +8 New
RS
433
Rakuten Securities
Japan
$936 +$910 +10 New
MA
434
MCF Advisors
Kentucky
$843 +$819 +9 New
AIC
435
Archer Investment Corporation
Indiana
$655
AWM
436
Abound Wealth Management
Tennessee
$562
Allspring Global Investments
437
Allspring Global Investments
North Carolina
$468 -$393K -4,321 -100%
CYG
438
Clean Yield Group
Vermont
$468
DPW
439
DiNuzzo Private Wealth
Pennsylvania
$468 +$455 +5 New
TVAMP
440
Tennessee Valley Asset Management Partners
Tennessee
$468 +$455 +5 New
LFG
441
Larson Financial Group
Missouri
$374
CTA
442
Colonial Trust Advisors
South Carolina
$374 +$91 +1 +33%
FSWA
443
Financial Synergies Wealth Advisors
Texas
$284
BIA
444
Bell Investment Advisors
California
$281 -$455 -5 -63%
SIC
445
SJS Investment Consulting
Ohio
$281 -$91 -1 -25%
GI
446
Gradient Investments
Minnesota
$281
WPA
447
West Paces Advisors
Georgia
$281 +$273 +3 New
First Manhattan
448
First Manhattan
New York
$280
TAM
449
Tucker Asset Management
Colorado
$187 -$728 -8 -80%
Toronto Dominion Bank
450
Toronto Dominion Bank
Ontario, Canada
$94 -$2.19M -24,062 -100%

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.