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SEI

Solaris Energy Infrastructure

140 hedge funds and large institutions have $196M invested in Solaris Energy Infrastructure in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

18% more funds holding

Funds holding: 119140 (+21)

9.74% more ownership

Funds ownership: 70.8%80.55% (+9.7%)

15% less capital invested

Capital invested by funds: $230M → $196M (-$34M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less call options, than puts

Call options by funds: $26K | Put options by funds: $72K

Holders
140
Holders Change
+21
Holders Change %
+17.65%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
52
Reduced
37
Closed
9
Calls
$26K
Puts
$72K
Net Calls
-$46K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.1M +$881K +97,420 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.6M +$274K +30,262 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.3M +$330K +36,502 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10.3M
Morgan Stanley
5
Morgan Stanley
New York
$8.7M +$6.55M +724,742 +197%
Citadel Advisors
6
Citadel Advisors
Florida
$7.58M +$8.28M +916,210 +2,538%
RA
7
Royce & Associates
New York
$7.53M +$267K +29,500 +3%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$7.4M +$1.3M +143,850 +18%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$7.19M +$980K +108,435 +14%
RCMC
10
RK Capital Management (Colorado)
Colorado
$5.74M +$240K +26,500 +4%
State Street
11
State Street
Massachusetts
$5.21M +$152K +16,852 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.17M +$140K +15,460 +2%
Victory Capital Management
13
Victory Capital Management
Texas
$5.05M +$37.2K +4,120 +0.7%
MIM
14
Meros Investment Management
Texas
$4.65M +$237K +26,237 +5%
Two Sigma Investments
15
Two Sigma Investments
New York
$4.08M +$3.17M +350,393 +216%
ECM
16
Element Capital Management
New York
$3.9M +$4.43M +490,261 New
Ameriprise
17
Ameriprise
Minnesota
$3.75M -$274K -30,265 -6%
BAM
18
Ballast Asset Management
Texas
$3.45M +$1.19M +131,076 +43%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.14M +$82.9K +9,166 +2%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$3.04M +$1.7M +188,500 +98%
UIC
21
Uniplan Investment Counsel
Wisconsin
$2.95M -$127K -14,003 -4%
Northern Trust
22
Northern Trust
Illinois
$2.39M +$159K +17,571 +6%
KCM
23
Kennedy Capital Management
Missouri
$2.38M -$7.15K -791 -0.3%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$2.34M -$7.06M -781,046 -73%
American Century Companies
25
American Century Companies
Missouri
$2.24M +$1.11M +122,805 +77%

SEI Hedge Fund Activity: Q4 2023 in Review

140 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Solaris Energy Infrastructure (SEI) for Q4 2023, worth a combined $196M — down 15% from $230M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SEI positions and 9 closed out — a net gain of 21 holders — while 52 added to existing stakes and 37 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.28M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $8.73M.

  • 140 institutional investors held Solaris Energy Infrastructure (SEI) as of Q4 2023, up from 119 in Q3 2023.
  • Funds reported $196M of Solaris Energy Infrastructure stock for Q4 2023, down 15% quarter-over-quarter.
  • 30 funds opened new Solaris Energy Infrastructure positions in Q4 2023 and 9 closed out, a net change of +21 holders.
  • The largest Solaris Energy Infrastructure buyer in Q4 2023 was Citadel Advisors, an estimated $8.28M added.
  • The largest Solaris Energy Infrastructure seller in Q4 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $8.73M sold.

Based on aggregated 13F filings for Q4 2023.