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SolarEdge

671 hedge funds and large institutions have $13.6B invested in SolarEdge in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 275 increasing their positions, 209 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 209

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

2.41% more ownership

Funds ownership: 87.28%89.68% (+2.4%)

2% less funds holding

Funds holding: 686671 (-15)

9% less capital invested

Capital invested by funds: $14.9B → $13.6B (-$1.3B)

14% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 83

15% less call options, than puts

Call options by funds: $591M | Put options by funds: $695M

Holders
671
Holders Change
-15
Holders Change %
-2.19%
% of All Funds
10.54%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
71
Increased
275
Reduced
209
Closed
83
Calls
$591M
Puts
$695M
Net Calls
-$104M
Net Calls Change
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$34.7M +$16M +55,955 +77%
Coatue Management
77
Coatue Management
New York
$34.3M +$36.5M +127,384 New
FCM
78
Frontier Capital Management
Massachusetts
$29.9M -$1.06M -3,710 -3%
GAM
79
Guinness Asset Management
United Kingdom
$27.8M +$2.86M +9,965 +11%
California Public Employees Retirement System
80
California Public Employees Retirement System
California
$27.3M -$916K -3,194 -3%
TC
81
TwinBeech Capital
New York
$26.8M +$28.6M +99,790 New
TAM
82
Trillium Asset Management
Massachusetts
$26.5M -$201K -702 -0.7%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$25.6M +$4.7M +16,383 +21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
84
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$25.4M +$3.58M +12,481 +15%
MAM
85
Montanaro Asset Management
United Kingdom
$25.4M +$1.72M +6,000 +7%
National Pension Service
86
National Pension Service
South Korea
$25.2M +$4.13M +14,404 +17%
UBS Group
87
UBS Group
Switzerland
$25.1M +$780K +2,721 +3%
IIM
88
INTECH Investment Management
Florida
$24.6M +$9.98M +34,806 +61%
ACA
89
Anchor Capital Advisors
Massachusetts
$24.5M -$867K -3,025 -3%
AllianceBernstein
90
AllianceBernstein
Tennessee
$23.1M -$2.06M -7,168 -8%
ACM
91
Arosa Capital Management
Florida
$22.9M +$3.58M +12,500 +17%
JC
92
Joho Capital
New York
$22.9M
TIM
93
Triodos Investment Management
Netherlands
$22.9M +$3.73M +13,000 +18%
NAMA
94
Nikko Asset Management Americas
New York
$22.2M -$543K -1,894 -2%
KHLMVGHM
95
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$20.6M +$5.79M +20,206 +33%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$20.4M -$6.48M -22,609 -22%
VMPIC
97
Varma Mutual Pension Insurance Co
Finland
$20.2M -$4.3M -15,000 -17%
EOJOAM
98
E. Ohman J:or Asset Management
Sweden
$19.7M +$2.25M +7,856 +12%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$19.5M +$128K +448 +0.6%
Wells Fargo
100
Wells Fargo
California
$19.4M -$1.21M -4,216 -6%

SEDG Hedge Fund Activity: Q2 2023 in Review

671 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2023, worth a combined $13.6B — down 8.7% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SEDG and 71 opened new positions — a net loss of 12 holders — while 209 trimmed existing stakes and 275 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $174M. The largest seller was Fidelity Investments, cutting an estimated $198M.

  • 671 institutional investors held SolarEdge (SEDG) as of Q2 2023, down from 686 in Q1 2023.
  • Funds reported $13.6B of SolarEdge stock for Q2 2023, down 8.7% quarter-over-quarter.
  • 71 funds opened new SolarEdge positions in Q2 2023 and 83 closed out, a net change of -12 holders.
  • The largest SolarEdge buyer in Q2 2023 was D.E. Shaw & Co, an estimated $174M added.
  • The largest SolarEdge seller in Q2 2023 was Fidelity Investments, an estimated $198M sold.

Based on aggregated 13F filings for Q2 2023.