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SolarEdge
SEDG

333 hedge funds and large institutions have $1.41B invested in SolarEdge in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 92 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

25% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 92

6.7% more ownership

Funds ownership: 90.85% → 97.55% (+6.7%)

11% less funds holding

Funds holding: 373 → 333 (-40)

38% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 95

62% less capital invested

Capital invested by funds: $3.69B → $1.41B (-$2.28B)

Holders
333
Holders Change
-40
Holders Change %
-10.72%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
115
Reduced
92
Closed
95
Calls
$309M
Puts
$211M
Net Calls
+$98.1M
Net Calls Change
+$163M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$56.5M
2
CI
Clal Insurance
Israel
+$48.9M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$31M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29M
5
Millennium Management
Millennium Management
New York
+$28.2M

Top Sellers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
-$108M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$68.4M
3
BlackRock
BlackRock
New York
-$27.4M
4
RPI
Railway Pension Investments
United Kingdom
-$14M
5
PF
Phoenix Financial
Israel
-$12.6M

SEDG Hedge Fund Activity: Q2 2024 in Review

333 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q2 2024, worth a combined $1.41B — down 62% from $3.69B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of SEDG and 59 opened new positions — a net loss of 36 holders — while 92 trimmed existing stakes and 115 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $56.5M. The largest seller was Swedbank, cutting an estimated $108M.

  • 333 institutional investors held SolarEdge (SEDG) as of Q2 2024, down from 373 in Q1 2024.
  • Funds reported $1.41B of SolarEdge stock for Q2 2024, down 62% quarter-over-quarter.
  • 59 funds opened new SolarEdge positions in Q2 2024 and 95 closed out, a net change of -36 holders.
  • The largest SolarEdge buyer in Q2 2024 was D.E. Shaw & Co, an estimated $56.5M added.
  • The largest SolarEdge seller in Q2 2024 was Swedbank, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2024.