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SolarEdge

208 hedge funds and large institutions have $1.15B invested in SolarEdge in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

38% more capital invested

Capital invested by funds: $837M → $1.15B (+$315M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more funds holding

Funds holding: 181208 (+27)

0% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $26.7M

1.29% less ownership

Funds ownership: 69.65%68.36% (-1.3%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
4.72%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
52
Increased
58
Reduced
75
Closed
24
Calls
$26.6M
Puts
$26.7M
Net Calls
-$110K
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
176
American Portfolios Advisors
New York
$67.6K +$62K +1,800 New
CG
177
Cutler Group
California
$67K +$62K +1,800 New
SEI Investments
178
SEI Investments
Pennsylvania
$54K -$118K -3,418 -70%
GWM
179
Geneos Wealth Management
Colorado
$47K -$9.92K -288 -19%
AG
180
Advisor Group
Arizona
$41K +$37.7K +1,095 New
LIA
181
LS Investment Advisors
Michigan
$39K -$344 -10 -1%
TA
182
Teachers Advisors
New York
$38K +$18.2K +528 +108%
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$35K -$207 -6 -0.6%
DCM
184
Delpha Capital Management
New York
$32K +$29.3K +850 New
PSC
185
Prentiss Smith & Co
Vermont
$26K
VCM
186
Versant Capital Management
Arizona
$26K +$2.24K +65 +10%
CA
187
Calton & Associates
Florida
$24K +$23.8K +691 New
FMA
188
FNY Managed Accounts
New York
$20K +$18.4K +533 New
SWA
189
Sutton Wealth Advisors
Florida
$17.8K +$3.99K +116 +32%
HS
190
Horan Securities
United States
$13K +$12.1K +350 New
QT
191
Quantbot Technologies
New York
$13K +$12.6K +367 New
RE
192
RBC Europe
United Kingdom
$11.3K
WIM
193
Westside Investment Management
California
$9.59K
GEA
194
Glen Eagle Advisors
New Jersey
$8.26K
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.51K -$100K -2,907 -94%
VIA
196
Vantage Investment Advisors
Pennsylvania
$7K
PG
197
Patten Group
Tennessee
$5K -$2.58K -75 -36%
TDC
198
Thompson Davis & Co
Virginia
$5K
SWM
199
SeaCrest Wealth Management
New York
$5K +$4.37K +127 New
WAM
200
Wolverine Asset Management
Illinois
$5K +$5.1K +148 New

SEDG Hedge Fund Activity: Q4 2017 in Review

208 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2017, worth a combined $1.15B — up 38% from $837M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SEDG positions and 24 closed out — a net gain of 28 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $22.3M. The largest seller was Bank of New York Mellon, cutting an estimated $51.3M.

  • 208 institutional investors held SolarEdge (SEDG) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $1.15B of SolarEdge stock for Q4 2017, up 38% quarter-over-quarter.
  • 52 funds opened new SolarEdge positions in Q4 2017 and 24 closed out, a net change of +28 holders.
  • The largest SolarEdge buyer in Q4 2017 was Arrowstreet Capital, an estimated $22.3M added.
  • The largest SolarEdge seller in Q4 2017 was Bank of New York Mellon, an estimated $51.3M sold.

Based on aggregated 13F filings for Q4 2017.