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SolarEdge

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: 333294 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
126
Pathstone Holdings
New Jersey
$586K +$192K +7,902 +45%
IEFM
127
IQ EQ Fund Management
Ireland
$575K
GS
128
GTS Securities
New York
$559K +$593K +24,393 New
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$554K -$359K -14,762 -38%
SRL
130
Scientech Research LLC
New Jersey
$552K +$586K +24,086 New
Stifel Financial
131
Stifel Financial
Missouri
$543K -$1.49M -61,091 -72%
CAM
132
Cresset Asset Management
Illinois
$527K +$255K +10,506 +84%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$524K +$52.5K +2,161 +11%
CMF
134
Counterpoint Mutual Funds
California
$519K -$369K -15,185 -40%
AllianceBernstein
135
AllianceBernstein
Tennessee
$513K +$250K +10,267 +85%
YCM
136
Yousif Capital Management
Michigan
$497K -$15.4K -632 -3%
GC
137
GFG Capital
Florida
$490K +$243K +10,000 New
AQR Capital Management
138
AQR Capital Management
Connecticut
$482K -$75.7K -3,112 -13%
Comerica Bank
139
Comerica Bank
Texas
$467K -$14.1K -578 -3%
SEC
140
Seven Eight Capital
New York
$460K -$2.14M -88,039 -81%
BBA
141
Baader Bank Aktiengesellschaft
Germany
$456K -$157K -6,467 -24%
MSRPS
142
Maryland State Retirement & Pension System
Maryland
$443K -$15.3K -629 -3%
T. Rowe Price Associates
143
T. Rowe Price Associates
Maryland
$440K -$251K -10,313 -35%
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$436K
Ensign Peak Advisors
145
Ensign Peak Advisors
Utah
$424K
Manulife (Manufacturers Life Insurance)
146
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$420K -$67.3K -2,769 -13%
EGM
147
Engineers Gate Manager
New York
$407K -$1.8M -74,144 -81%
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$407K -$8.9K -366 -2%
Skandinaviska Enskilda Banken (SEB)
149
Skandinaviska Enskilda Banken (SEB)
Sweden
$400K -$172K -7,085 -29%
RG
150
Rathbones Group
United Kingdom
$399K -$535K -21,985 -56%

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.