We are live on ! Find out more
SHLS icon

Shoals Technologies Group

236 hedge funds and large institutions have $938M invested in Shoals Technologies Group in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $7.33M

0% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 84

5% less funds holding

Funds holding: 248236 (-12)

13.9% less ownership

Funds ownership: 114.36%100.46% (-14%)

23% less capital invested

Capital invested by funds: $1.22B → $938M (-$278M)

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
236
Holders Change
-12
Holders Change %
-4.84%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
84
Reduced
84
Closed
51
Calls
$16.1M
Puts
$7.33M
Net Calls
+$8.78M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$993 +$1.06K +177 New
SCM
227
Sterling Capital Management
North Carolina
$982 +$1.05K +175 New
BIA
228
Bell Investment Advisors
California
$747 +$574 +96 +259%
QCG
229
Quadrant Capital Group
Ohio
$606 +$48 +8 +8%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$567 +$604 +101 New
CPA
231
Capital Performance Advisors
California
$376 +$401 +67 New
FFA
232
Farther Finance Advisors
California
$281
NSIM
233
North Star Investment Management
Illinois
$236
EWA
234
EverSource Wealth Advisors
Alabama
$230 +$245 +41 New
AAP
235
Arax Advisory Partners
Colorado
$85 -$185 -31 -67%
MAM
236
Morse Asset Management
Connecticut
$56 +$60 +10 New
JC
237
Joho Capital
New York
-$60.2M -9,642,545 Closed
T. Rowe Price Investment Management
238
T. Rowe Price Investment Management
Maryland
-$31.2M -5,005,978 Closed
Balyasny Asset Management
239
Balyasny Asset Management
Illinois
-$7.98M -1,278,472 Closed
CSS
240
Cubist Systematic Strategies
Connecticut
-$6.75M -1,129,802 Closed
DRP
241
Decade Renewable Partners
Texas
-$4.04M -646,997 Closed
JFG
242
Jefferies Financial Group
New York
-$3.74M -598,857 Closed
Tudor Investment Corp
243
Tudor Investment Corp
Connecticut
-$3.68M -590,106 Closed
CCS
244
Concentric Capital Strategies
Connecticut
-$3.51M -562,532 Closed
CS
245
Candriam SCA
Luxembourg
-$2.38M -381,988 Closed
Adage Capital Partners
246
Adage Capital Partners
Massachusetts
-$2.18M -350,000 Closed
TD Asset Management
247
TD Asset Management
Ontario, Canada
-$2.12M -339,200 Closed
Two Sigma Advisers
248
Two Sigma Advisers
New York
-$1.15M -184,100 Closed
Lazard Asset Management
249
Lazard Asset Management
New York
-$923K -148,078 Closed
SAM
250
Sycomore Asset Management
France
-$919K -146,376 Closed

SHLS Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q3 2024, worth a combined $938M — down 23% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SHLS and 39 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 84 added.

The largest buyer was Point72 Asset Management, adding an estimated $33.6M. The largest seller was Joho Capital, exiting entirely with an estimated $60.2M sold.

  • 236 institutional investors held Shoals Technologies Group (SHLS) as of Q3 2024, down from 248 in Q2 2024.
  • Funds reported $938M of Shoals Technologies Group stock for Q3 2024, down 23% quarter-over-quarter.
  • 39 funds opened new Shoals Technologies Group positions in Q3 2024 and 51 closed out, a net change of -12 holders.
  • The largest Shoals Technologies Group buyer in Q3 2024 was Point72 Asset Management, an estimated $33.6M added.
  • The largest Shoals Technologies Group seller in Q3 2024 was Joho Capital, an estimated $60.2M sold.

Based on aggregated 13F filings for Q3 2024.