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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
Vontobel Holding
101
Vontobel Holding
Switzerland
$5.41M -$12.9M -141,952 -71%
LOAME
102
Lombard Odier Asset Management (Europe)
United Kingdom
$5.38M -$2.7M -29,679 -34%
Walleye Capital
103
Walleye Capital
New York
$4.98M -$6.05M -66,437 -56%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$4.85M +$1.65M +18,089 +54%
California State Teachers Retirement System (CalSTRS)
105
California State Teachers Retirement System (CalSTRS)
California
$4.76M -$2.25M -24,708 -33%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$4.74M +$4.39M +48,246 +2,030%
TPSF
107
Texas Permanent School Fund
Texas
$4.59M +$3.44M +37,826 +336%
SFM
108
Sphera Funds Management
Israel
$4.49M +$4.37M +48,000 New
EAM
109
EdenTree Asset Management
United Kingdom
$4.32M +$89.9K +988 +2%
GC
110
Guggenheim Capital
Illinois
$4.26M +$1.25M +13,776 +43%
MTWSIF
111
Mivtachim The Workers Social Insurance Fund
Israel
$4.21M
Millennium Management
112
Millennium Management
New York
$3.83M -$23.6M -259,319 -86%
FCM
113
Frontier Capital Management
Massachusetts
$3.7M -$29.9M -328,583 -89%
BHCM
114
Brevan Howard Capital Management
Jersey
$3.69M +$1.88M +20,654 +110%
KHLMTHM
115
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.68M
HSBC Holdings
116
HSBC Holdings
United Kingdom
$3.6M -$8.57M -94,094 -71%
Man Group
117
Man Group
United Kingdom
$3.42M +$3.32M +36,516 New
Bank of America
118
Bank of America
North Carolina
$3.4M -$13.9M -152,993 -81%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$3.35M -$8.82M -96,848 -73%
SOADOR
120
State of Alaska Department of Revenue
Alaska
$3.27M +$2.57M +28,227 +420%
DA
121
Duality Advisers
Florida
$3.21M +$3.13M +34,338 New
Tudor Investment Corp
122
Tudor Investment Corp
Connecticut
$3.2M +$3.11M +34,138 New
FC
123
FORA Capital
Florida
$3.19M -$280K -3,073 -8%
AAMU
124
AEGON Asset Management (UK)
United Kingdom
$3.07M +$2.99M +32,810 New
CISOA
125
Capital Investment Services of America
Wisconsin
$3.04M -$1.52M -16,698 -34%

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.