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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
CPG
451
Cornerstone Planning Group
New Jersey
$94
TWD
452
True Wealth Design
Ohio
$94
JFGIW
453
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94 +$91 +1 New
RIL
454
Rothschild Investment LLC
Illinois
$94 +$91 +1 New
DWM
455
Dogwood Wealth Management
Kansas
$1
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
-$29.9M -230,568 Closed
APG Asset Management
457
APG Asset Management
Netherlands
-$23.2M -179,165 Closed
Capital Fund Management (CFM)
458
Capital Fund Management (CFM)
France
-$12.2M -133,764 Closed
VMPIC
459
Varma Mutual Pension Insurance Co
Finland
-$9.71M -75,000 Closed
Alyeska Investment Group
460
Alyeska Investment Group
Illinois
-$9.03M -69,709 Closed
JC
461
Joho Capital
New York
-$7.35M -56,750 Closed
Adage Capital Partners
462
Adage Capital Partners
Massachusetts
-$7.28M -56,200 Closed
FAM
463
Fred Alger Management
New York
-$7.06M -54,544 Closed
LOAMU
464
Lombard Odier Asset Management (USA)
New York
-$6.8M -52,500 Closed
Mitsubishi UFJ Trust & Banking
465
Mitsubishi UFJ Trust & Banking
Japan
-$5.71M -44,108 Closed
AT
466
Avalon Trust
New Mexico
-$5.53M -42,695 Closed
Pacer Advisors
467
Pacer Advisors
Pennsylvania
-$5.4M -41,697 Closed
IIM
468
INTECH Investment Management
Florida
-$5.15M -39,795 Closed
Federated Hermes
469
Federated Hermes
Pennsylvania
-$5.13M -39,589 Closed
SCM
470
SIR Capital Management
New York
-$5.05M -39,000 Closed
JCM
471
Janney Capital Management
Pennsylvania
-$5.04M -38,910 Closed
GIM
472
Granahan Investment Management
Massachusetts
-$4.9M -37,847 Closed
New York State Common Retirement Fund
473
New York State Common Retirement Fund
New York
-$4.52M -34,870 Closed
ACM
474
Aquatic Capital Management
Illinois
-$4.31M -33,300 Closed
Jennison Associates
475
Jennison Associates
New York
-$4.27M -32,948 Closed

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.