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SolarEdge

642 hedge funds and large institutions have $10.8B invested in SolarEdge in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 249 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 70

14% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 218

1% more funds holding

Funds holding: 637642 (+5)

0.5% more ownership

Funds ownership: 84.81%85.31% (+0.5%)

15% less capital invested

Capital invested by funds: $12.7B → $10.8B (-$1.86B)

17% less call options, than puts

Call options by funds: $562M | Put options by funds: $675M

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
642
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
11.06%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
85
Increased
249
Reduced
218
Closed
70
Calls
$562M
Puts
$675M
Net Calls
-$113M
Net Calls Change
-$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
451
V Wealth Advisors
Kansas
$279K -$59K -200 -14%
HH
452
Hilltop Holdings
Texas
$278K -$50.7K -172 -13%
BAM
453
Belpointe Asset Management
Nevada
$278K +$2.65K +9 +0.8%
CCA
454
Catalyst Capital Advisors
New York
$277K -$465K -1,575 -57%
AFC
455
AFT Forsyth & Company
Florida
$277K
EI
456
Ethic Inc
New York
$272K +$347K +1,175 New
Cetera Investment Advisers
457
Cetera Investment Advisers
Illinois
$271K -$108K -367 -24%
AFM
458
Abbot Financial Management
Massachusetts
$271K
SG
459
Stonnington Group
California
$270K +$73.7K +250 +23%
MCM
460
MAI Capital Management
Ohio
$269K +$32.4K +110 +10%
SWM
461
Sendero Wealth Management
Texas
$265K +$337K +1,143 New
Macquarie Group
462
Macquarie Group
Australia
$261K -$39.5K -134 -11%
CAPTRUST Financial Advisors
463
CAPTRUST Financial Advisors
North Carolina
$260K -$10.3K -35 -3%
Cambridge Investment Research Advisors
464
Cambridge Investment Research Advisors
Iowa
$259K -$213K -721 -39%
WS
465
Wedbush Securities
California
$259K +$30.4K +103 +10%
LFM
466
LGT Fund Management
Liechtenstein
$255K
TPW
467
Transatlantique Private Wealth
New York
$253K +$5.31K +18 +2%
PP
468
Prudential plc
United Kingdom
$252K +$32.7K +111 +11%
KWA
469
KCS Wealth Advisory
California
$247K -$5.9K -20 -2%
FNBT
470
FineMark National Bank & Trust
Florida
$245K
TC
471
Telemus Capital
Michigan
$238K -$5.9K -20 -2%
VIA
472
Virtus Investment Advisers
Connecticut
$238K +$304K +1,030 New
AT
473
Arden Trust
Delaware
$236K -$2.95K -10 -1%
HIM
474
Hotaling Investment Management
Pennsylvania
$233K +$10.3K +35 +4%
GIM
475
Grassi Investment Management
California
$231K +$295K +1,000 New

SEDG Hedge Fund Activity: Q3 2022 in Review

642 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2022, worth a combined $10.8B — down 15% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SEDG positions and 70 closed out — a net gain of 15 holders — while 249 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $139M. The largest seller was JP Morgan Chase, cutting an estimated $192M.

  • 642 institutional investors held SolarEdge (SEDG) as of Q3 2022, up from 637 in Q2 2022.
  • Funds reported $10.8B of SolarEdge stock for Q3 2022, down 15% quarter-over-quarter.
  • 85 funds opened new SolarEdge positions in Q3 2022 and 70 closed out, a net change of +15 holders.
  • The largest SolarEdge buyer in Q3 2022 was Fidelity Investments, an estimated $139M added.
  • The largest SolarEdge seller in Q3 2022 was JP Morgan Chase, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2022.