We are live on ! Find out more
SEDG icon

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
CAM
176
Cresset Asset Management
Illinois
$315K +$452K +8,688 +229%
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$313K +$220K +4,227 +52%
Handelsbanken Fonder
178
Handelsbanken Fonder
Sweden
$312K +$62.4K +1,200 +11%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$312K +$4.05K +78 +0.6%
AllianceBernstein
180
AllianceBernstein
Tennessee
$307K -$536K -10,319 -46%
Schroder Investment Management Group
181
Schroder Investment Management Group
United Kingdom
$306K -$68.4M -1,315,828 -99%
Nomura Holdings
182
Nomura Holdings
Japan
$296K +$609K +11,716 New
Victory Capital Management
183
Victory Capital Management
Texas
$296K +$4.99K +96 +0.8%
BJL
184
Brighton Jones LLC
Washington
$295K -$3.17K -61 -0.5%
YLHM
185
Yelin Lapidot Holdings Management
Israel
$294K +$29.3K +564 +5%
A
186
AlphaQuest
New York
$294K +$604K +11,620 New
ProShare Advisors
187
ProShare Advisors
Maryland
$293K +$81.6K +1,569 +16%
CC
188
Corton Capital
Ontario, Canada
$293K +$602K +11,586 New
MF
189
Magnetar Financial
Illinois
$286K +$589K +11,324 New
LPL Financial
190
LPL Financial
California
$278K +$105K +2,024 +23%
BCV
191
Banque Cantonale Vaudoise
Switzerland
$275K -$180K -3,468 -24%
AIMCA
192
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$265K -$140K -2,700 -20%
GAA
193
Green Alpha Advisors
Colorado
$240K -$36.9K -710 -7%
MOACM
194
Mutual of America Capital Management
New York
$238K -$19.2K -369 -4%
I
195
InceptionR
California
$232K +$477K +9,170 New
Retirement Systems of Alabama
196
Retirement Systems of Alabama
Alabama
$230K – – –
AWM
197
Aviso Wealth Management
Washington
$224K -$99.6K -1,916 -18%
ASN
198
Advisory Services Network
Georgia
$220K +$452K +8,690 New
CS
199
Cannell & Spears
New York
$218K – – –
AC
200
AXQ Capital
New Jersey
$210K +$433K +8,326 New
6 7
8
9 10

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.