We are live on ! Find out more
SEDG icon

SolarEdge
SEDG

124 hedge funds and large institutions have $492M invested in SolarEdge in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 26

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

7% more funds holding

Funds holding: 116 → 124 (+8)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

14% less capital invested

Capital invested by funds: $570M → $492M (-$78M)

37% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $17.7M

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
32
Increased
52
Reduced
26
Closed
22
Calls
$11.1M
Puts
$17.7M
Net Calls
-$6.63M
Net Calls Change
+$1.96M

Top Buyers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.4M
2
OAMG
Odey Asset Management Group
United Kingdom
+$26.8M
3
TIM
Thornburg Investment Management
New Mexico
+$13.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$11.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$8.15M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$23.2M
2
IAM
Ion Asset Management
Israel
-$12.8M
3
EA
Ecofin Advisors
United Kingdom
-$9.6M
4
VanEck Associates
VanEck Associates
New York
-$8.03M
5
Millennium Management
Millennium Management
New York
-$7.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
V
51
Veritable
Delaware
$1.12M -$11.3K -500 -0.9%
Morgan Stanley
52
Morgan Stanley
New York
$1.11M -$205K -9,080 -14%
Geode Capital Management
53
Geode Capital Management
Massachusetts
$1.1M +$17.9K +795 +1%
AWCI
54
Alpine Woods Capital Investors
New York
$992K +$113K +5,000 +11%
JG
55
Jefferies Group
New York
$980K +$1.13M +50,000 New
WAM
56
Wolverine Asset Management
Illinois
$980K +$1.13M +50,000 New
MSU
57
Mizuho Securities USA
New York
$894K +$1.03M +45,600 New
Northern Trust
58
Northern Trust
Illinois
$888K +$275K +12,192 +37%
NHFG
59
New Harbor Financial Group
Massachusetts
$811K +$417K +18,500 +81%
First Trust Advisors
60
First Trust Advisors
Illinois
$785K +$856 +38 +0.1%
Lazard Asset Management
61
Lazard Asset Management
New York
$776K +$892K +39,600 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$684K +$786K +34,900 New
Swiss National Bank
63
Swiss National Bank
Switzerland
$682K +$261K +11,600 +50%
AP
64
AlpInvest Partners
Netherlands
$638K – – –
Goldman Sachs
65
Goldman Sachs
New York
$590K -$1.94M -86,305 -74%
Barclays
66
Barclays
United Kingdom
$522K +$401K +17,780 +201%
VanEck Associates
67
VanEck Associates
New York
$495K -$8.03M -356,229 -93%
IIA
68
IPG Investment Advisors
California
$471K +$111K +4,935 +26%
Deutsche Bank
69
Deutsche Bank
Germany
$423K +$419K +18,595 +612%
GAAM
70
Guinness Atkinson Asset Management
California
$396K +$149K +6,600 +49%
BFG
71
Beacon Financial Group
Texas
$392K -$4.64K -206 -1%
Federated Hermes
72
Federated Hermes
Pennsylvania
$392K – – –
JRP
73
Jasper Ridge Partners
California
$390K – – –
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$360K +$190K +8,411 +84%
CS
75
Credit Suisse
Switzerland
$340K +$48.5K +2,152 +14%
1 2
3
4 5

SEDG Hedge Fund Activity: Q2 2016 in Review

124 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2016, worth a combined $492M — down 14% from $570M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SEDG positions and 22 closed out — a net gain of 10 holders — while 52 added to existing stakes and 26 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $30.4M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $23.2M sold.

  • 124 institutional investors held SolarEdge (SEDG) as of Q2 2016, up from 116 in Q1 2016.
  • Funds reported $492M of SolarEdge stock for Q2 2016, down 14% quarter-over-quarter.
  • 32 funds opened new SolarEdge positions in Q2 2016 and 22 closed out, a net change of +10 holders.
  • The largest SolarEdge buyer in Q2 2016 was Point72 Asset Management, an estimated $30.4M added.
  • The largest SolarEdge seller in Q2 2016 was 1832 Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2016.