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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
WWM
601
Western Wealth Management
Colorado
-$312K -1,086 Closed
LW
602
Linscomb Wealth
Texas
-$308K -1,071 Closed
FTUS
603
Flow Traders U.S.
New York
-$255K -1,013 Closed
HH
604
Hilltop Holdings
Texas
-$287K -1,000 Closed
PCM
605
Prelude Capital Management
New York
-$287K -1,000 Closed
RCM
606
Requisite Capital Management
Texas
-$287K -1,000 Closed
PG
607
Pendal Group
Australia
-$284K -988 Closed
VF
608
Virtu Financial
New York
-$282K -981 Closed
TYCC
609
Texas Yale Capital Corp
Florida
-$280K -973 Closed
TC
610
TownSquare Capital
Utah
-$280K -973 Closed
MF
611
Magnetar Financial
Illinois
-$275K -955 Closed
WA
612
Wealth Alliance
New York
-$268K -932 Closed
AWM
613
AE Wealth Management
Kansas
-$257K -895 Closed
AG
614
AlphaSimPlex Group
Massachusetts
-$235K -817 Closed
DS
615
DRW Securities
Illinois
-$226K -785 Closed
ET
616
Equitable Trust
Tennessee
-$203K -707 Closed
FHC
617
First Heartland Consultants
Missouri
-$201K -698 Closed
SFS
618
Sowell Financial Services
Arkansas
-$149K -695 Closed
Parallax Volatility Advisers
619
Parallax Volatility Advisers
California
-$158K -627 Closed
MLFP
620
MPS Loria Financial Planners
Illinois
-$114K -400 Closed
IAIM
621
International Assets Investment Management
Florida
-$43K -145 Closed
HFM
622
Harvest Fund Management
China
-$35K -124 Closed
VFA
623
Valeo Financial Advisors
Indiana
-$30K -106 Closed
MWP
624
Meridian Wealth Partners
Pennsylvania
-$22K -78 Closed
NG
625
NWK Group
California
-$17K -59 Closed

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.