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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
OCM
476
Orion Capital Management
California
$28K
BWM
477
BerganKDV Wealth Management
Minnesota
$28K +$25.2K +100 New
LPWM
478
Lake Point Wealth Management
Texas
$28K +$25.2K +100 New
MGIM
479
M&G Investment Management
United Kingdom
$27.7K +$2.32M +9,205 +10%
MAM
480
Meeder Asset Management
Ohio
$27K +$7.05K +28 +39%
SSB
481
Sandy Spring Bank
Maryland
$26K -$12.6K -50 -35%
AIG
482
American International Group
New York
$25.3K -$573K -2,274 -2%
GEA
483
Glen Eagle Advisors
New Jersey
$24.9K
HS
484
Horan Securities
United States
$23K
SOW
485
State of Wyoming
Wyoming
$23K +$17.6K +70 +538%
CC
486
Cypress Capital
Tennessee
$22K +$6.04K +24 +44%
HNB
487
Huntington National Bank
Ohio
$22K +$19.9K +79 New
TWA
488
TCI Wealth Advisors
Arizona
$21K -$10.3K -41 -35%
GWSG
489
GPS Wealth Strategies Group
Colorado
$20K
BAM
490
Baldrige Asset Management
Pennsylvania
$19K +$17.6K +70 New
GFPC
491
Global Financial Private Client
Florida
$19K -$61K -242 -78%
CHA
492
Carmichael Hill & Associates
Maryland
$18K
PCM
493
Penserra Capital Management
California
$18K +$17.1K +68 New
CWA
494
Carolina Wealth Advisors
South Carolina
$17K
RFA
495
Reilly Financial Advisors
California
$16K
CT
496
Clearstead Trust
Maine
$16K +$14.6K +58 New
EI
497
Ellevest Inc
New York
$15K +$12.3K +49 +817%
NFG
498
Next Financial Group
Texas
$14K -$5.04K -20 -28%
AA
499
AlphaMark Advisors
Kentucky
$14K
Jones Financial Companies
500
Jones Financial Companies
Missouri
$13K

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.