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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
AWM
451
AllSquare Wealth Management
New York
$83K +$21.4K +85 +40%
HCM
452
Highlander Capital Management
New Jersey
$83K +$25.2K +100 +50%
Fifth Third Bancorp
453
Fifth Third Bancorp
Ohio
$82K +$4.53K +18 +6%
ETC
454
Exchange Traded Concepts
Oklahoma
$81K -$2.77K -11 -4%
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$81K +$24.7K +98 +50%
CWA
456
Clearview Wealth Advisors
Oregon
$75K
GAM
457
GVO Asset Management
Switzerland
$73K +$66.7K +265 New
AIC
458
Archer Investment Corporation
Indiana
$66.9K +$20.1K +80 +49%
S
459
SignatureFD
Georgia
$65K +$4.53K +18 +8%
RE
460
RBC Europe
United Kingdom
$62.5K +$7.05K +28 +14%
IBOK
461
Independence Bank of Kentucky
Kentucky
$62K
LJHT
462
Laurie J. Hall Trustee
$62K
Credit Agricole
463
Credit Agricole
France
$61K -$105K -417 -65%
CA
464
CastleArk Alternatives
Illinois
$61K -$55.4K -220 -50%
TCM
465
Tradewinds Capital Management
Washington
$61K
OIA
466
Optimum Investment Advisors
Illinois
$55K +$25.2K +100 +100%
Baillie Gifford & Co
467
Baillie Gifford & Co
United Kingdom
$53K -$2.52K -10 -5%
WPA
468
West Paces Advisors
Georgia
$50.9K +$2.27K +9 +5%
CCG
469
Capital CS Group
California
$46K -$1.5M -5,952 -97%
T
470
TOBAM
France
$45K
ST
471
Sageworth Trust
Pennsylvania
$44K +$40.3K +160 New
CFGS
472
Concourse Financial Group Securities
Alabama
$43K
TFA
473
Toth Financial Advisory
Virginia
$40K
PMFA
474
Plante Moran Financial Advisors
Michigan
$35K
GWM
475
Geneos Wealth Management
Colorado
$34K -$69.8K -277 -69%

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.