SolarEdge
SEDG
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.
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: 557 → 549 (-8)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
38% less call options, than puts
Call options by funds: $465M | Put options by funds: $748M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$179M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$89.9M |
| 3 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$84M |
| 4 |
Millennium Management
New York
|
+$76.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$76.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$277M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$229M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$90.1M |
| 4 |
State Street
Boston,
Massachusetts
|
-$88.3M |
| 5 |
ClearBridge Investments
New York
|
-$75.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWB
626
RMR Wealth Builders
Montclair,
New Jersey
| – | -$14K | -50 | Closed |
|
627
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$11K | -40 | Closed |
|
|
BC
628
Burleson & Co
Petaluma,
California
| – | -$7K | -25 | Closed |
|
|
CH
629
Canton Hathaway
Providence,
Rhode Island
| – | -$7K | -24 | Closed |
|
|
HIA
630
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$6K | -22 | Closed |
|
|
TAIM
631
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$6K | -20 | Closed |
|
|
DAC
632
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$2K | -7 | Closed |
|
|
MPWT
633
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1K | -2 | 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.