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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
OIA
551
Optimum Investment Advisors
Illinois
$64K
IA
552
IndexIQ Advisors
New York
$64K +$10.2K +37 +23%
ACM
553
Antonetti Capital Management
Florida
$61K
GWMIA
554
Global Wealth Management Investment Advisory
Florida
$61K +$17.9K +65 +52%
MGIM
555
M&G Investment Management
United Kingdom
$54.5K +$12.9M +47,131 +39%
Lazard Asset Management
556
Lazard Asset Management
New York
$51K +$42.6K +155 +3,100%
HNB
557
Huntington National Bank
Ohio
$47K
TFA
558
Toth Financial Advisory
Virginia
$47K
CFGS
559
Concourse Financial Group Securities
Alabama
$46K -$3.02K -11 -7%
FAG
560
Fortitude Advisory Group
Washington
$42K +$6.32K +23 +22%
PMFA
561
Plante Moran Financial Advisors
Michigan
$40K -$824 -3 -2%
SWM
562
Spire Wealth Management
Virginia
$40K
AA
563
Addison Advisors
Vermont
$37K +$31.9K +116 New
FHA
564
First Horizon Advisors
Tennessee
$33K +$20.3K +74 +274%
BWM
565
BerganKDV Wealth Management
Minnesota
$32K
OCM
566
Orion Capital Management
California
$32K
EC
567
Elequin Capital
New York
$32K +$26.9K +98 New
ACM
568
Aquatic Capital Management
Illinois
$32K +$27.5K +100 New
RE
569
RBC Europe
United Kingdom
$27K
HS
570
Horan Securities
United States
$26K -$11.5K -42 -34%
GRP
571
Global Retirement Partners
California
$26K +$28.8K +105 New
IA
572
IFP Advisors
Florida
$25K +$31.3K +114 +570%
BAM
573
Baldrige Asset Management
Pennsylvania
$23K
JWA
574
JFS Wealth Advisors
Pennsylvania
$23K +$7.42K +27 +61%
GFPC
575
Global Financial Private Client
Florida
$22.3K

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.