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SolarEdge
SEDG

294 hedge funds and large institutions have $1.33B invested in SolarEdge in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $295M | Put options by funds: $185M

3.74% more ownership

Funds ownership: 97.55% → 101.29% (+3.7%)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

6% less capital invested

Capital invested by funds: $1.41B → $1.33B (-$87.1M)

12% less funds holding

Funds holding: 333 → 294 (-39)

53% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 72

Holders
294
Holders Change
-39
Holders Change %
-11.71%
% of All Funds
4.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
104
Reduced
98
Closed
72
Calls
$295M
Puts
$185M
Net Calls
+$110M
Net Calls Change
+$11.6M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$23.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$19.5M
3
Invesco
Invesco
Georgia
+$15.6M
4
Marshall Wace
Marshall Wace
United Kingdom
+$13.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.9M

Top Sellers

1
Swedbank
Swedbank
Sweden
-$40.4M
2
CI
Clal Insurance
Israel
-$19.9M
3
Goldman Sachs
Goldman Sachs
New York
-$18.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$14.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
VanEck Associates
101
VanEck Associates
New York
$1.18M +$206K +8,490 +12%
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$1.15M -$48.2K -1,983 -4%
AA
103
ALPS Advisors
Colorado
$1.13M +$674K +27,733 +128%
BBVA
104
Banco Bilbao Vizcaya Argentaria
Spain
$1.12M -$174K -7,150 -13%
Verition Fund Management
105
Verition Fund Management
Connecticut
$1.04M -$181K -7,424 -14%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$1.03M -$62.5K -2,571 -5%
Coatue Management
107
Coatue Management
New York
$997K – – –
N
108
Natixis
France
$906K +$210K +8,632 +28%
KHLMTHM
109
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$902K – – –
CIBC World Market
110
CIBC World Market
Ontario, Canada
$883K +$445K +18,285 +90%
SSA
111
Schonfeld Strategic Advisors
New York
$877K +$598K +24,613 +180%
DF
112
DNCA Finance
France
$779K – – –
BHB
113
Bank Hapoalim BM
Israel
$769K +$19.7K +812 +2%
SOADOR
114
State of Alaska Department of Revenue
Alaska
$749K -$23.2K -954 -3%
TCM
115
Teza Capital Management
Illinois
$721K +$62K +2,550 +9%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$694K +$60.8K +2,500 +9%
Nomura Holdings
117
Nomura Holdings
Japan
$690K +$448K +18,413 +157%
IP
118
Interval Partners
New York
$677K +$719K +29,559 New
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$673K -$325K -13,380 -31%
GCM
120
Graham Capital Management
Connecticut
$647K -$209K -8,614 -23%
GCP
121
GSA Capital Partners
United Kingdom
$646K +$353K +14,503 +106%
LSERS
122
Louisiana State Employees Retirement System
Louisiana
$635K -$26.7K -1,100 -4%
Janus Henderson Group
123
Janus Henderson Group
United Kingdom
$630K – – –
QIM
124
Quantitative Investment Management
Virginia
$630K -$143K -5,881 -18%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$592K +$29.7K +1,221 +5%
3 4
5
6 7

SEDG Hedge Fund Activity: Q3 2024 in Review

294 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2024, worth a combined $1.33B — down 6.2% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SEDG and 34 opened new positions — a net loss of 38 holders — while 98 trimmed existing stakes and 104 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $23.7M. The largest seller was Swedbank, exiting entirely with an estimated $40.4M sold.

  • 294 institutional investors held SolarEdge (SEDG) as of Q3 2024, down from 333 in Q2 2024.
  • Funds reported $1.33B of SolarEdge stock for Q3 2024, down 6.2% quarter-over-quarter.
  • 34 funds opened new SolarEdge positions in Q3 2024 and 72 closed out, a net change of -38 holders.
  • The largest SolarEdge buyer in Q3 2024 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $23.7M added.
  • The largest SolarEdge seller in Q3 2024 was Swedbank, an estimated $40.4M sold.

Based on aggregated 13F filings for Q3 2024.