SolarEdge
SEDG
573 hedge funds and large institutions have $6.74B invested in SolarEdge in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 234 increasing their positions, 198 reducing their positions, and 155 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 198
2.32% more ownership
Funds ownership: 89.68% → 92% (+2.3%)
6% less call options, than puts
Call options by funds: $622M | Put options by funds: $658M
14% less funds holding
Funds holding: 670 → 573 (-97)
50% less capital invested
Capital invested by funds: $13.6B → $6.74B (-$6.85B)
57% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 155
79% less funds holding in top 10
Funds holding in top 10: 14 → 3 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$331M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$169M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$160M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$149M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$249M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$236M |
| 3 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$218M |
| 4 |
JP Morgan Chase
New York
|
-$199M |
| 5 |
SM
Senvest Management
New York
|
-$149M |
SEDG Hedge Fund Activity: Q3 2023 in Review
573 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q3 2023, worth a combined $6.74B — down 50% from $13.6B a quarter earlier.
Sellers outnumbered buyers: 155 funds closed out of SEDG and 66 opened new positions — a net loss of 89 holders — while 198 trimmed existing stakes and 234 added.
The largest buyer was Swedbank, adding an estimated $331M. The largest seller was D.E. Shaw & Co, cutting an estimated $249M.
- 573 institutional investors held SolarEdge (SEDG) as of Q3 2023, down from 670 in Q2 2023.
- Funds reported $6.74B of SolarEdge stock for Q3 2023, down 50% quarter-over-quarter.
- 66 funds opened new SolarEdge positions in Q3 2023 and 155 closed out, a net change of -89 holders.
- The largest SolarEdge buyer in Q3 2023 was Swedbank, an estimated $331M added.
- The largest SolarEdge seller in Q3 2023 was D.E. Shaw & Co, an estimated $249M sold.
Based on aggregated 13F filings for Q3 2023.