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SolarEdge
SEDG

573 hedge funds and large institutions have $6.76B invested in SolarEdge in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 235 increasing their positions, 198 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 198

2.31% more ownership

Funds ownership: 89.68% → 92% (+2.3%)

6% less call options, than puts

Call options by funds: $622M | Put options by funds: $658M

15% less funds holding

Funds holding: 671 → 573 (-98)

50% less capital invested

Capital invested by funds: $13.6B → $6.76B (-$6.83B)

58% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 156

79% less funds holding in top 10

Funds holding in top 10: 14 → 3 (-11)

Holders
573
Holders Change
-98
Holders Change %
-14.61%
% of All Funds
9.09%
Holding in Top 10
3
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-78.57%
% of All Funds
0.05%
New
66
Increased
235
Reduced
198
Closed
156
Calls
$622M
Puts
$658M
Net Calls
-$36.3M
Net Calls Change
+$67.4M

Top Buyers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
+$331M
2
Invesco
Invesco
Georgia
+$169M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$160M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$149M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$249M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$236M
3
DCP
DSM Capital Partners
Florida
-$218M
4
JP Morgan Chase
JP Morgan Chase
New York
-$199M
5
SM
Senvest Management
New York
-$149M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
601
Bayesian Capital Management
New York
– -$2.98M -11,067 Closed
SWM
602
Sendero Wealth Management
Texas
– -$2.95M -10,952 Closed
AQR Capital Management
603
AQR Capital Management
Connecticut
– -$2.67M -10,158 Closed
BC
604
Brookfield Corp
Ontario, Canada
– -$2.56M -9,513 Closed
WAM
605
Wakefield Asset Management
Colorado
– -$2.3M -8,546 Closed
IAM
606
Innovis Asset Management
Illinois
– -$2.15M -7,993 Closed
Mackenzie Financial
607
Mackenzie Financial
Ontario, Canada
– -$2.03M -7,520 Closed
FMI
608
F/M Investments
District of Columbia
– -$2.02M -7,519 Closed
II
609
Inspire Investing
Idaho
– -$2.02M -7,505 Closed
Marshall Wace
610
Marshall Wace
United Kingdom
– -$2.02M -7,500 Closed
LSA
611
L & S Advisors
California
– -$1.85M -6,864 Closed
Canada Pension Plan Investment Board
612
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.81M -6,730 Closed
OQS
613
Occudo Quantitative Strategies
Florida
– -$1.66M -6,188 Closed
CC
614
Cipher Capital
New York
– -$1.48M -5,503 Closed
Balyasny Asset Management
615
Balyasny Asset Management
Illinois
– -$1.2M -4,468 Closed
RBFC
616
Roman Butler Fullerton & Co
Missouri
– -$1.14M -4,170 Closed
VIA
617
Vident Investment Advisory
Georgia
– -$1.02M -3,793 Closed
BMM
618
Buffington Mohr McNeal
Idaho
– -$953K -3,541 Closed
AC
619
Arjuna Capital
North Carolina
– -$854K -3,174 Closed
BSAM
620
Blue Square Asset Management
New York
– -$836K -3,109 Closed
MCM
621
Mitchell Capital Management
Kansas
– -$788K -2,930 Closed
KAS
622
Kestra Advisory Services
Texas
– -$777K -2,889 Closed
IWM
623
IHT Wealth Management
Illinois
– -$767K -2,852 Closed
BFM
624
Boothbay Fund Management
New York
– -$744K -2,766 Closed
VI
625
Versor Investments
New York
– -$725K -2,695 Closed
23 24
25
26 27

SEDG Hedge Fund Activity: Q3 2023 in Review

573 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2023, worth a combined $6.76B — down 50% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of SEDG and 66 opened new positions — a net loss of 90 holders — while 198 trimmed existing stakes and 235 added.

The largest buyer was Swedbank, adding an estimated $331M. The largest seller was D.E. Shaw & Co, cutting an estimated $249M.

  • 573 institutional investors held SolarEdge (SEDG) as of Q3 2023, down from 671 in Q2 2023.
  • Funds reported $6.76B of SolarEdge stock for Q3 2023, down 50% quarter-over-quarter.
  • 66 funds opened new SolarEdge positions in Q3 2023 and 156 closed out, a net change of -90 holders.
  • The largest SolarEdge buyer in Q3 2023 was Swedbank, an estimated $331M added.
  • The largest SolarEdge seller in Q3 2023 was D.E. Shaw & Co, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2023.