SolarEdge
SEDG
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.
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: 333 → 294 (-39)
53% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$23.7M |
| 2 |
D.E. Shaw & Co
New York
|
+$19.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$15.6M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$13.9M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
-$40.4M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$19.9M |
| 3 |
Goldman Sachs
New York
|
-$18.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11M |
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.