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SolarEdge

655 hedge funds and large institutions have $14.2B invested in SolarEdge in 2022 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 246 increasing their positions, 207 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $11.7B → $14.2B (+$2.5B)

19% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 207

9% more funds holding

Funds holding: 602655 (+53)

1.37% more ownership

Funds ownership: 79.97%81.34% (+1.4%)

5% more call options, than puts

Call options by funds: $686M | Put options by funds: $652M

Holders
655
Holders Change
+53
Holders Change %
+8.8%
% of All Funds
10.33%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
115
Increased
246
Reduced
207
Closed
56
Calls
$686M
Puts
$652M
Net Calls
+$33.4M
Net Calls Change
+$324M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
476
Advisory Services Network
Georgia
$303K -$19.8K -72 -7%
TCOV
477
Trust Company of Vermont
Vermont
$303K
EFL
478
ERn Financial LLC
Wisconsin
$303K +$258K +939 New
TC
479
TownSquare Capital
Utah
$298K +$254K +925 New
MGWM
480
Marks Group Wealth Management
Minnesota
$298K +$254K +926 New
PCA
481
Pallas Capital Advisors
Massachusetts
$295K -$4.12K -15 -2%
Northwestern Mutual Wealth Management
482
Northwestern Mutual Wealth Management
Wisconsin
$292K +$7.14K +26 +3%
HFS
483
Hantz Financial Services
Michigan
$292K +$37.9K +138 +18%
PP
484
Prudential plc
United Kingdom
$292K +$249K +907 New
AWM
485
AE Wealth Management
Kansas
$291K -$78K -284 -24%
CAMG
486
CWA Asset Management Group
Florida
$291K -$1.65K -6 -0.7%
SOAMC
487
Spirit of America Management Corp
New York
$290K -$82.4K -300 -25%
TCWM
488
Total Clarity Wealth Management
Illinois
$285K
KAS
489
Kestra Advisory Services
Texas
$285K +$40.1K +146 +20%
AT
490
Arden Trust
Delaware
$279K +$238K +867 New
FAM
491
Formidable Asset Management
Ohio
$278K -$11.8K -43 -5%
AAS
492
Avantax Advisory Services
Texas
$278K +$21.1K +77 +10%
VI
493
Vestcor Inc
New Brunswick, Canada
$268K +$51.1K +186 +29%
UB
494
UMB Bank
Missouri
$268K +$194K +705 +560%
MGP
495
Metis Global Partners
California
$268K +$229K +832 New
AC
496
Avestar Capital
New York
$267K -$249K -907 -52%
IC
497
IEQ Capital
California
$265K +$225K +821 New
CAGAS
498
Capital Advisory Group Advisory Services
Minnesota
$264K -$5.77K -21 -3%
Credit Agricole
499
Credit Agricole
France
$261K +$21.7K +79 +11%
LS
500
Livforsakringsbolaget Skandia
Sweden
$258K

SEDG Hedge Fund Activity: Q1 2022 in Review

655 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2022, worth a combined $14.2B — up 21% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new SEDG positions and 56 closed out — a net gain of 59 holders — while 246 added to existing stakes and 207 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $94.7M. The largest seller was Holocene Advisors, cutting an estimated $89.6M.

  • 655 institutional investors held SolarEdge (SEDG) as of Q1 2022, up from 602 in Q4 2021.
  • Funds reported $14.2B of SolarEdge stock for Q1 2022, up 21% quarter-over-quarter.
  • 115 funds opened new SolarEdge positions in Q1 2022 and 56 closed out, a net change of +59 holders.
  • The largest SolarEdge buyer in Q1 2022 was Pictet Asset Management (Switzerland), an estimated $94.7M added.
  • The largest SolarEdge seller in Q1 2022 was Holocene Advisors, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2022.