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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
SOADOR
126
State of Alaska Department of Revenue
Alaska
$850K -$49.7K -957 -3%
QIM
127
Quantitative Investment Management
Virginia
$843K +$837K +16,094 +93%
Man Group
128
Man Group
United Kingdom
$835K +$1.72M +33,037 New
BHB
129
Bank Hapoalim BM
Israel
$828K -$1.64M -31,632 -49%
Connor, Clark & Lunn Investment Management (CC&L)
130
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$815K +$1.68M +32,249 New
CS
131
Candriam SCA
Luxembourg
$810K – – –
N
132
Natixis
France
$781K +$1.61M +30,931 New
XT
133
XTX Topco
Cayman Islands
$746K +$1.28M +24,715 +511%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$745K +$136K +2,610 +10%
CWM
135
Cabot Wealth Management
Massachusetts
$744K +$111K +2,127 +8%
TCM
136
Teza Capital Management
Illinois
$730K +$1.01M +19,489 +207%
TAM
137
Trillium Asset Management
Massachusetts
$728K +$62.5K +1,203 +4%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$727K +$36.4K +700 +2%
Mirae Asset Global Investments
139
Mirae Asset Global Investments
South Korea
$695K -$8.99M -172,878 -86%
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$694K -$15.2K -292 -1%
BBA
141
Baader Bank Aktiengesellschaft
Germany
$679K +$1.42M +27,318 New
DM
142
Deerfield Management
New York
$678K +$1.39M +26,824 New
IEFM
143
IQ EQ Fund Management
Ireland
$634K +$474K +9,114 +57%
MMA
144
Mizuho Markets Americas
New York
$632K +$1.3M +25,000 New
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$622K – – –
Skandinaviska Enskilda Banken (SEB)
146
Skandinaviska Enskilda Banken (SEB)
Sweden
$620K -$125K -2,410 -9%
AQR Capital Management
147
AQR Capital Management
Connecticut
$600K +$1.26M +24,165 New
YCM
148
Yousif Capital Management
Michigan
$564K -$142K -2,725 -11%
SLAM
149
Swiss Life Asset Management
$563K – – –
Parallax Volatility Advisers
150
Parallax Volatility Advisers
California
$554K +$1.14M +21,943 New
4 5
6
7 8

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.