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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
WPA
626
West Paces Advisors
Georgia
$3.87K +$549 +2 +20%
SWA
627
Sutton Wealth Advisors
Florida
$3.87K +$3.3K +12 New
SC
628
Stephens Consulting
Michigan
$3.55K
EWA
629
EverSource Wealth Advisors
Alabama
$3K -$2.47K -9 -53%
EWM
630
Endurance Wealth Management
Rhode Island
$3K
HR
631
Howe & Rusling
New York
$3K
LWCFA
632
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
MTIC
633
Missouri Trust & Investment Company
Missouri
$3K
CA
634
Clearstead Advisors
Ohio
$2K
LF
635
Lee Financial
Texas
$2K
SC
636
Schubert & Co
Texas
$2K +$275 +1 +25%
LAS
637
Lloyd Advisory Services
Georgia
$2K +$1.65K +6 New
CI
638
Cordant Inc
Oregon
$2K +$1.92K +7 New
CI Investments Inc
639
CI Investments Inc
Ontario, Canada
$1K
KTC
640
Kistler-Tiffany Companies
Pennsylvania
$1K
MIM
641
Macroview Investment Management
Maryland
$1K
PFGIA
642
Patriot Financial Group Insurance Agency
Massachusetts
$1K
TCA
643
Tortoise Capital Advisors
Kansas
$1K
AF
644
Allworth Financial
California
$1K +$549 +2 New
PI
645
PEAK6 Investments
Illinois
$1K +$549 +2 New
AAP
646
Arax Advisory Partners
Colorado
$1K +$824 +3 New
DI
647
Disciplined Investments
Oklahoma
$1K +$1.1K +4 New
TAIM
648
TD Ameritrade Investment Management
Nebraska
$1K +$1.1K +4 New
T
649
TCWP
Ohio
$1K +$1.65K +6 New
Macquarie Group
650
Macquarie Group
Australia
$405 -$43.1K -157 -11%

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.