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SolarEdge

457 hedge funds and large institutions have $5.25B invested in SolarEdge in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 156 increasing their positions, 168 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $717M | Put options by funds: $592M

6.89% more ownership

Funds ownership: 92%98.88% (+6.9%)

7% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 168

20% less funds holding

Funds holding: 573457 (-116)

22% less capital invested

Capital invested by funds: $6.76B → $5.25B (-$1.51B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

61% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 181

Holders
457
Holders Change
-116
Holders Change %
-20.24%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
156
Reduced
168
Closed
181
Calls
$717M
Puts
$592M
Net Calls
+$125M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
51
ClearBridge Investments
New York
$17M -$34.5M -379,045 -68%
EOJOAM
52
E. Ohman J:or Asset Management
Sweden
$16.9M +$8.95M +98,295 +119%
Ameriprise
53
Ameriprise
Minnesota
$16.2M +$13.2M +144,849 +507%
TIM
54
Triodos Investment Management
Netherlands
$15.6M
Allianz Asset Management
55
Allianz Asset Management
Germany
$15.6M -$7.67M -84,288 -34%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$14.9M -$4.05M -44,518 -22%
LP
57
LMR Partners
United Kingdom
$14.5M +$13.5M +148,548 +2,518%
Simplex Trading
58
Simplex Trading
Illinois
$14.4M +$4.86M +53,370 +53%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$14.3M -$3.88M -42,580 -22%
CI
60
Clal Insurance
Israel
$13.7M +$8.73M +95,925 +189%
ACM
61
Arosa Capital Management
Florida
$13.3M +$12.9M +141,600 New
VanEck Associates
62
VanEck Associates
New York
$13.1M +$1.85M +20,356 +17%
GAM
63
Guinness Asset Management
United Kingdom
$12.6M +$2.26M +24,859 +23%
Citigroup
64
Citigroup
New York
$12.4M -$3.89M -42,705 -24%
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$12.3M -$1.27M -13,978 -10%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$12.2M -$20.6M -226,151 -63%
TCA
67
Tortoise Capital Advisors
Kansas
$12M +$10.9M +119,463 +1,404%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
68
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.7M -$56.7K -623 -0.5%
QPBE
69
Quintet Private Bank (Europe)
Luxembourg
$11.5M +$4M +43,890 +56%
Public Sector Pension Investment Board (PSP Investments)
70
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11M +$10.2M +111,836 +1,847%
JP Morgan Chase
71
JP Morgan Chase
New York
$10.9M -$47M -516,292 -82%
MAM
72
Montanaro Asset Management
United Kingdom
$10.8M +$2.46M +27,000 +30%
Swiss National Bank
73
Swiss National Bank
Switzerland
$10.4M -$6.35M -69,800 -38%
KHLMVGHM
74
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.3M
Neuberger Berman Group
75
Neuberger Berman Group
New York
$9.87M -$15.6M -171,034 -62%

SEDG Hedge Fund Activity: Q4 2023 in Review

457 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2023, worth a combined $5.25B — down 22% from $6.76B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of SEDG and 71 opened new positions — a net loss of 110 holders — while 168 trimmed existing stakes and 156 added.

The largest buyer was BlackRock, adding an estimated $317M. The largest seller was State Street, cutting an estimated $73.6M.

  • 457 institutional investors held SolarEdge (SEDG) as of Q4 2023, down from 573 in Q3 2023.
  • Funds reported $5.25B of SolarEdge stock for Q4 2023, down 22% quarter-over-quarter.
  • 71 funds opened new SolarEdge positions in Q4 2023 and 181 closed out, a net change of -110 holders.
  • The largest SolarEdge buyer in Q4 2023 was BlackRock, an estimated $317M added.
  • The largest SolarEdge seller in Q4 2023 was State Street, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2023.