We are live on ! Find out more
SEDG icon

SolarEdge
SEDG

333 hedge funds and large institutions have $1.41B invested in SolarEdge in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 91 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $309M | Put options by funds: $211M

26% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 91

13.02% more ownership

Funds ownership: 84.53% → 97.55% (+13%)

10% less funds holding

Funds holding: 372 → 333 (-39)

37% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 95

59% less capital invested

Capital invested by funds: $3.43B → $1.41B (-$2.02B)

Holders
333
Holders Change
-39
Holders Change %
-10.48%
% of All Funds
4.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
60
Increased
115
Reduced
91
Closed
95
Calls
$309M
Puts
$211M
Net Calls
+$98.1M
Net Calls Change
+$163M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$83.2M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$56.5M
3
CI
Clal Insurance
Israel
+$48.9M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$31M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$68.4M
2
BlackRock
BlackRock
New York
-$27.4M
3
RPI
Railway Pension Investments
United Kingdom
-$14M
4
PF
Phoenix Financial
Israel
-$12.6M
5
ClearBridge Investments
ClearBridge Investments
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBVA
101
Banco Bilbao Vizcaya Argentaria
Spain
$1.41M +$2.57M +49,402 +718%
Deutsche Bank
102
Deutsche Bank
Germany
$1.36M -$9.07M -174,570 -76%
TI
103
Tidal Investments
Wisconsin
$1.35M -$216K -4,149 -7%
Verition Fund Management
104
Verition Fund Management
Connecticut
$1.34M -$4.07M -78,254 -60%
California State Teachers Retirement System (CalSTRS)
105
California State Teachers Retirement System (CalSTRS)
California
$1.31M +$14.5K +279 +0.5%
Group One Trading
106
Group One Trading
Illinois
$1.28M +$1.58M +30,376 +148%
CC
107
Centiva Capital
New York
$1.27M +$2.62M +50,422 New
Squarepoint
108
Squarepoint
New York
$1.24M +$1.27M +24,471 +100%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$1.2M -$89.3K -1,718 -3%
BCM
110
Bayesian Capital Management
New York
$1.2M +$2.47M +47,447 New
SC
111
Slow Capital
California
$1.16M +$321K +6,180 +16%
Coatue Management
112
Coatue Management
New York
$1.1M +$2.26M +43,500 New
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$1.08M +$225K +4,338 +11%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$1.06M +$985K +18,946 +80%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$1.02M -$800K -15,383 -43%
MIM
116
Monashee Investment Management
Massachusetts
$1.01M +$2.08M +40,000 New
RG
117
Rathbones Group
United Kingdom
$995K -$2.36M -45,347 -54%
KHLMTHM
118
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$994K – – –
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$982K +$621K +11,941 +44%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$967K -$170K -3,264 -8%
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$965K +$1.74M +33,440 +705%
CMF
122
Counterpoint Mutual Funds
California
$956K +$1.97M +37,830 New
GCM
123
Graham Capital Management
Connecticut
$931K +$308K +5,920 +19%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$880K -$2.72M -52,323 -60%
DF
125
DNCA Finance
France
$859K +$1.77M +34,000 New
3 4
5
6 7

SEDG Hedge Fund Activity: Q2 2024 in Review

333 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2024, worth a combined $1.41B — down 59% from $3.43B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of SEDG and 60 opened new positions — a net loss of 35 holders — while 91 trimmed existing stakes and 115 added.

The largest buyer was Swedbank, opening a new position worth an estimated $83.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $68.4M.

  • 333 institutional investors held SolarEdge (SEDG) as of Q2 2024, down from 372 in Q1 2024.
  • Funds reported $1.41B of SolarEdge stock for Q2 2024, down 59% quarter-over-quarter.
  • 60 funds opened new SolarEdge positions in Q2 2024 and 95 closed out, a net change of -35 holders.
  • The largest SolarEdge buyer in Q2 2024 was Swedbank, an estimated $83.2M added.
  • The largest SolarEdge seller in Q2 2024 was Schroder Investment Management Group, an estimated $68.4M sold.

Based on aggregated 13F filings for Q2 2024.