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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
AA
151
ALPS Advisors
Colorado
$549K +$416K +8,002 +58%
Manulife (Manufacturers Life Insurance)
152
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$534K +$61.1K +1,175 +6%
HSA
153
Hussman Strategic Advisors
Maryland
$530K – – –
Comerica Bank
154
Comerica Bank
Texas
$529K -$156K -2,995 -13%
CIBC World Market
155
CIBC World Market
Ontario, Canada
$512K +$1.05M +20,267 New
MSRPS
156
Maryland State Retirement & Pension System
Maryland
$505K -$25.6K -493 -2%
BGIM
157
Brandywine Global Investment Management
Pennsylvania
$501K +$1.03M +19,853 New
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$481K – – –
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$467K +$91K +1,750 +10%
Mitsubishi UFJ Asset Management
160
Mitsubishi UFJ Asset Management
Japan
$458K +$321K +6,183 +52%
FCM
161
Firsthand Capital Management
California
$452K -$438K -8,435 -65%
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$447K +$96.2K +1,850 +12%
MIC
163
Maxi Investments CY
Cyprus
$439K +$903K +17,380 New
SG Americas Securities
164
SG Americas Securities
New York
$435K +$703K +13,526 +364%
Wolverine Trading
165
Wolverine Trading
Illinois
$432K +$553K +10,629 +164%
LA
166
Linden Advisors
New York
$408K +$839K +16,147 New
ASRS
167
Arizona State Retirement System
Arizona
$404K +$19.7K +379 +2%
SCM
168
Shelton Capital Management
Colorado
$398K – – –
AB
169
Amalgamated Bank
New York
$391K -$15.3K -295 -2%
BFO
170
Boston Family Office
Massachusetts
$362K -$384K -7,378 -34%
BAM
171
Blueshift Asset Management
New Jersey
$360K +$740K +14,243 New
RS
172
Robeco Schweiz
Switzerland
$354K -$1.3M -25,100 -64%
OPERF
173
Oregon Public Employees Retirement Fund
Oregon
$351K -$72.8K -1,400 -9%
GCP
174
GSA Capital Partners
United Kingdom
$346K +$68.3K +1,314 +11%
SSA
175
Schonfeld Strategic Advisors
New York
$345K +$533K +10,246 +300%
5 6
7
8 9

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.