Solaris Energy Infrastructure
109 hedge funds and large institutions have $198M invested in Solaris Energy Infrastructure in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 14 closing their positions.
35% more capital invested
Capital invested by funds: $146M → $198M (+$51.9M)
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
3.41% more ownership
Funds ownership: 78.44% → 81.85% (+3.4%)
2% more funds holding
Funds holding: 107 → 109 (+2)
6% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$3.57M |
| 2 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
+$2.72M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$1.73M |
| 4 |
Morgan Stanley
New York
|
+$1.65M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$4.38M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.67M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.5M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
-$784K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$685K |
SEI Hedge Fund Activity: Q4 2020 in Review
109 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Solaris Energy Infrastructure (SEI) for Q4 2020, worth a combined $198M — up 35% from $146M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SEI positions and 14 closed out — a net gain of 2 holders — while 38 added to existing stakes and 36 trimmed.
The largest buyer was VanEck Associates, adding an estimated $3.57M. The largest seller was Capital World Investors, exiting entirely with an estimated $4.38M sold.
- 109 institutional investors held Solaris Energy Infrastructure (SEI) as of Q4 2020, up from 107 in Q3 2020.
- Funds reported $198M of Solaris Energy Infrastructure stock for Q4 2020, up 35% quarter-over-quarter.
- 16 funds opened new Solaris Energy Infrastructure positions in Q4 2020 and 14 closed out, a net change of +2 holders.
- The largest Solaris Energy Infrastructure buyer in Q4 2020 was VanEck Associates, an estimated $3.57M added.
- The largest Solaris Energy Infrastructure seller in Q4 2020 was Capital World Investors, an estimated $4.38M sold.
Based on aggregated 13F filings for Q4 2020.