Solaris Energy Infrastructure
363 hedge funds and large institutions have $3.62B invested in Solaris Energy Infrastructure in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 59 closing their positions.
53% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 59
17% more capital invested
Capital invested by funds: $3.11B → $3.62B (+$518M)
13% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 112
8% more funds holding
Funds holding: 336 → 363 (+27)
10% more call options, than puts
Call options by funds: $191M | Put options by funds: $174M
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
7.04% less ownership
Funds ownership: 138.48% → 131.44% (-7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$46.6M |
| 2 |
Jennison Associates
New York
|
+$43.6M |
| 3 |
VanEck Associates
New York
|
+$38.6M |
| 4 |
Korea Investment Corp
Seoul,
South Korea
|
+$34.8M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$46.9M |
| 2 |
GIM
Goodlander Investment Management
Dallas,
Texas
|
-$44.1M |
| 3 |
ECA
Encompass Capital Advisors
New York
|
-$43.8M |
| 4 |
SA
Situational Awareness
San Francisco,
California
|
-$41.2M |
| 5 |
Goldman Sachs
New York
|
-$40.5M |
SEI Hedge Fund Activity: Q1 2026 in Review
363 institutional investors reported a position in Solaris Energy Infrastructure (SEI) for Q1 2026, worth a combined $3.62B — up 17% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SEI positions and 59 closed out — a net gain of 31 holders — while 126 added to existing stakes and 112 trimmed.
The largest buyer was Two Sigma Investments, adding an estimated $46.6M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $46.9M sold.
- 363 institutional investors held Solaris Energy Infrastructure (SEI) as of Q1 2026, up from 336 in Q4 2025.
- Funds reported $3.62B of Solaris Energy Infrastructure stock for Q1 2026, up 17% quarter-over-quarter.
- 90 funds opened new Solaris Energy Infrastructure positions in Q1 2026 and 59 closed out, a net change of +31 holders.
- The largest Solaris Energy Infrastructure buyer in Q1 2026 was Two Sigma Investments, an estimated $46.6M added.
- The largest Solaris Energy Infrastructure seller in Q1 2026 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $46.9M sold.
Based on aggregated 13F filings for Q1 2026.