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SolarEdge

557 hedge funds and large institutions have $11.7B invested in SolarEdge in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 224 increasing their positions, 181 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 181

7% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 69

0% more funds holding

Funds holding: 556557 (+1)

2.01% less ownership

Funds ownership: 82.05%80.04% (-2%)

12% less capital invested

Capital invested by funds: $13.3B → $11.7B (-$1.6B)

34% less call options, than puts

Call options by funds: $439M | Put options by funds: $663M

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
9.78%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.16%
New
74
Increased
224
Reduced
181
Closed
69
Calls
$439M
Puts
$663M
Net Calls
-$224M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
201
Advisors Asset Management
Colorado
$2.8M +$72.4K +240 +3%
NIA
202
NIA Impact Advisors
California
$2.79M +$593K +1,966 +25%
CG
203
Cutler Group
California
$2.78M -$9.29M -30,814 -76%
SG Americas Securities
204
SG Americas Securities
New York
$2.77M +$672K +2,228 +30%
CS
205
Cannell & Spears
New York
$2.75M
PMAM
206
Picton Mahoney Asset Management
Ontario, Canada
$2.74M +$2.87M +9,515 New
AB
207
Amalgamated Bank
New York
$2.73M -$254K -842 -8%
Assenagon Asset Management
208
Assenagon Asset Management
Luxembourg
$2.71M +$2.85M +9,447 New
URS
209
Utah Retirement Systems
Utah
$2.68M +$2.05M +6,800 +269%
WC
210
Weil Company
California
$2.65M -$2.95M -9,781 -51%
P
211
Paradiem
Louisiana
$2.63M +$1.14M +3,786 +46%
OAM
212
Oppenheimer Asset Management
New York
$2.56M +$29.9K +99 +1%
Arrowstreet Capital
213
Arrowstreet Capital
Massachusetts
$2.56M +$2.69M +8,925 New
HI
214
HBK Investments
Texas
$2.56M +$2.69M +8,910 New
Nomura Asset Management
215
Nomura Asset Management
Japan
$2.56M +$33.2K +110 +1%
TPM
216
Triasima Portfolio Management
Quebec, Canada
$2.55M
AS
217
Altshuler Shaham
Israel
$2.55M +$429K +1,423 +19%
IAA
218
Independent Advisor Alliance
North Carolina
$2.54M +$939K +3,113 +55%
NMERB
219
New Mexico Educational Retirement Board
New Mexico
$2.53M
NMIMC
220
Northwestern Mutual Investment Management Company
Wisconsin
$2.47M -$2.72M -9,003 -51%
LCM
221
Logan Capital Management
Pennsylvania
$2.43M +$905 +3 +0%
PFS
222
Prospera Financial Services
Texas
$2.42M +$177K +586 +7%
PP
223
PDT Partners
New York
$2.41M -$2.05M -6,800 -45%
TI
224
Tidal Investments
Wisconsin
$2.41M +$1.28M +4,257 +103%
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$2.4M -$32.9K -109 -1%

SEDG Hedge Fund Activity: Q1 2021 in Review

557 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q1 2021, worth a combined $11.7B — down 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SEDG positions and 69 closed out — a net gain of 5 holders — while 224 added to existing stakes and 181 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $181M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $265M sold.

  • 557 institutional investors held SolarEdge (SEDG) as of Q1 2021, up from 556 in Q4 2020.
  • Funds reported $11.7B of SolarEdge stock for Q1 2021, down 12% quarter-over-quarter.
  • 74 funds opened new SolarEdge positions in Q1 2021 and 69 closed out, a net change of +5 holders.
  • The largest SolarEdge buyer in Q1 2021 was Wellington Management Group, an estimated $181M added.
  • The largest SolarEdge seller in Q1 2021 was William Blair Investment Management, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2021.