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SolarEdge

557 hedge funds and large institutions have $11.7B invested in SolarEdge in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 224 increasing their positions, 181 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 181

7% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 69

0% more funds holding

Funds holding: 556557 (+1)

2.01% less ownership

Funds ownership: 82.05%80.04% (-2%)

12% less capital invested

Capital invested by funds: $13.3B → $11.7B (-$1.6B)

34% less call options, than puts

Call options by funds: $439M | Put options by funds: $663M

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
9.78%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.16%
New
74
Increased
224
Reduced
181
Closed
69
Calls
$439M
Puts
$663M
Net Calls
-$224M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
B
101
BP
United Kingdom
$12.2M -$3.11M -10,309 -20%
LG
102
Leuthold Group
Minnesota
$12.2M -$996K -3,302 -7%
Bank of America
103
Bank of America
North Carolina
$12.1M -$23.9M -79,363 -65%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$11.3M +$467K +1,548 +4%
PFM
105
Premier Fund Managers
United Kingdom
$11.3M +$7.42M +24,605 +145%
SCA
106
Salient Capital Advisors
Texas
$11.1M -$5.1M -16,905 -30%
DZ Bank
107
DZ Bank
Germany
$11.1M +$3.37M +11,184 +41%
Aberdeen Group
108
Aberdeen Group
United Kingdom
$11.1M +$1.13M +3,762 +11%
TPSF
109
Texas Permanent School Fund
Texas
$11.1M -$1.2M -3,976 -9%
EOJOAM
110
E. Ohman J:or Asset Management
Sweden
$11.1M +$3.48M +11,548 +43%
FCM
111
Firsthand Capital Management
California
$10.6M
BFO
112
Boston Family Office
Massachusetts
$10.1M +$324K +1,074 +3%
Wolverine Trading
113
Wolverine Trading
Illinois
$9.62M +$2.47M +8,202 +30%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$9.61M +$138K +459 +1%
SAM
115
Shell Asset Management
Netherlands
$9.41M -$76.6K -254 -0.8%
Mitsubishi UFJ Trust & Banking
116
Mitsubishi UFJ Trust & Banking
Japan
$9.36M -$2.22M -7,349 -18%
GAM
117
Guinness Asset Management
United Kingdom
$9.31M +$3.41M +11,300 +54%
RJA
118
Raymond James & Associates
Florida
$9.06M -$317K -1,050 -3%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$9.05M -$238K -789 -2%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$9M +$1.68M +5,585 +22%
KHLMVGHM
121
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$8.97M -$320K -1,060 -3%
KHLMTHM
122
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.93M
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$8.79M -$169K -560 -2%
NGM
124
North Growth Management
British Columbia, Canada
$8.62M -$5.43M -18,000 -38%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$8.57M -$413K -1,371 -4%

SEDG Hedge Fund Activity: Q1 2021 in Review

557 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2021, worth a combined $11.7B — down 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SEDG positions and 69 closed out — a net gain of 5 holders — while 224 added to existing stakes and 181 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $181M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $265M sold.

  • 557 institutional investors held SolarEdge (SEDG) as of Q1 2021, up from 556 in Q4 2020.
  • Funds reported $11.7B of SolarEdge stock for Q1 2021, down 12% quarter-over-quarter.
  • 74 funds opened new SolarEdge positions in Q1 2021 and 69 closed out, a net change of +5 holders.
  • The largest SolarEdge buyer in Q1 2021 was Wellington Management Group, an estimated $181M added.
  • The largest SolarEdge seller in Q1 2021 was William Blair Investment Management, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2021.