SolarEdge
SEDG
280 hedge funds and large institutions have $789M invested in SolarEdge in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 84 increasing their positions, 87 reducing their positions, and 67 closing their positions.
102% more call options, than puts
Call options by funds: $222M | Put options by funds: $110M
3% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 87
1.21% less ownership
Funds ownership: 101.29% → 100.08% (-1.2%)
5% less funds holding
Funds holding: 294 → 280 (-14)
12% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 67
40% less capital invested
Capital invested by funds: $1.33B → $789M (-$536M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$20.3M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$20M |
| 3 |
Millennium Management
New York
|
+$15.3M |
| 4 |
IAM
Ion Asset Management
Herzliya,
Israel
|
+$13.6M |
| 5 |
Morgan Stanley
New York
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.8M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$25.9M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$24.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$13.7M |
| 5 |
D.E. Shaw & Co
New York
|
-$10.2M |
SEDG Hedge Fund Activity: Q4 2024 in Review
280 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SolarEdge (SEDG) for Q4 2024, worth a combined $789M — down 40% from $1.33B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of SEDG and 59 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 84 added.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $20.3M. The largest seller was Fidelity Investments, cutting an estimated $28.8M.
- 280 institutional investors held SolarEdge (SEDG) as of Q4 2024, down from 294 in Q3 2024.
- Funds reported $789M of SolarEdge stock for Q4 2024, down 40% quarter-over-quarter.
- 59 funds opened new SolarEdge positions in Q4 2024 and 67 closed out, a net change of -8 holders.
- The largest SolarEdge buyer in Q4 2024 was Point72 Asset Management, an estimated $20.3M added.
- The largest SolarEdge seller in Q4 2024 was Fidelity Investments, an estimated $28.8M sold.
Based on aggregated 13F filings for Q4 2024.