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SolarEdge

637 hedge funds and large institutions have $12.7B invested in SolarEdge in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 284 increasing their positions, 186 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 186

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

3.47% more ownership

Funds ownership: 81.34%84.81% (+3.5%)

3% less funds holding

Funds holding: 655637 (-18)

11% less capital invested

Capital invested by funds: $14.2B → $12.7B (-$1.52B)

11% less call options, than puts

Call options by funds: $642M | Put options by funds: $722M

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

Holders
637
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
10.73%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.25%
New
72
Increased
284
Reduced
186
Closed
82
Calls
$642M
Puts
$722M
Net Calls
-$80.7M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
576
Baldwin Wealth Partners
Massachusetts
$10K
BBHC
577
Brown Brothers Harriman & Co
New York
$10K
FMP
578
Financial Management Professionals
Texas
$10K
RA
579
Rational Advisors
New York
$10K +$273 +1 +3%
MCM
580
MV Capital Management
Maryland
$10K +$1.37K +5 +17%
IRAG
581
Investment Research & Advisory Group
Georgia
$10K +$10.4K +38 New
GWM
582
Geneos Wealth Management
Colorado
$9K
OLVIG
583
Oliver Lagore Vanvalin Investment Group
Michigan
$9K +$2.73K +10 +43%
LC
584
Lindbrook Capital
California
$8K -$9.03K -33 -54%
EARNEST Partners
585
EARNEST Partners
Georgia
$8K
FMII
586
Farmers & Merchants Investments Inc
Nebraska
$8K
TCM
587
Tradewinds Capital Management
Washington
$7K -$53.6K -196 -89%
WTC
588
WhitTier Trust Company
Nevada
$7K +$1.37K +5 +26%
MAWCM
589
Mine & Arao Wealth Creation & Management
California
$7K +$6.84K +25 New
SWM
590
Sugarloaf Wealth Management
Georgia
$7K +$6.84K +25 New
EW
591
Evoke Wealth
California
$6K -$273 -1 -5%
HIA
592
Harbor Investment Advisory
Maryland
$6K
STCOSD
593
Sageworth Trust Company of South Dakota
South Dakota
$6K
SWA
594
SOA Wealth Advisors
New York
$6K
VCM
595
Versant Capital Management
Arizona
$6K
C
596
Covestor
United Kingdom
$5K -$9.3K -34 -67%
GWSG
597
GPS Wealth Strategies Group
Colorado
$5K
MTIC
598
Missouri Trust & Investment Company
Missouri
$5K +$2.19K +8 +80%
BIA
599
Bell Investment Advisors
California
$5K +$4.65K +17 New
PTC
600
Private Trust Company
Ohio
$5K +$5.2K +19 New

SEDG Hedge Fund Activity: Q2 2022 in Review

637 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2022, worth a combined $12.7B — down 11% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of SEDG and 72 opened new positions — a net loss of 10 holders — while 186 trimmed existing stakes and 284 added.

The largest buyer was BlackRock, adding an estimated $279M. The largest seller was JP Morgan Chase, cutting an estimated $73.5M.

  • 637 institutional investors held SolarEdge (SEDG) as of Q2 2022, down from 655 in Q1 2022.
  • Funds reported $12.7B of SolarEdge stock for Q2 2022, down 11% quarter-over-quarter.
  • 72 funds opened new SolarEdge positions in Q2 2022 and 82 closed out, a net change of -10 holders.
  • The largest SolarEdge buyer in Q2 2022 was BlackRock, an estimated $279M added.
  • The largest SolarEdge seller in Q2 2022 was JP Morgan Chase, an estimated $73.5M sold.

Based on aggregated 13F filings for Q2 2022.