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Shoals Technologies Group

224 hedge funds and large institutions have $949M invested in Shoals Technologies Group in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $2.52M

2.41% more ownership

Funds ownership: 100.46%102.87% (+2.4%)

1% more capital invested

Capital invested by funds: $938M → $949M (+$11.2M)

5% less funds holding

Funds holding: 236224 (-12)

11% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 82

14% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 50

Holders
224
Holders Change
-12
Holders Change %
-5.08%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
73
Reduced
82
Closed
50
Calls
$11.4M
Puts
$2.52M
Net Calls
+$8.85M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
226
Yaupon Capital Management
New York
-$8.58M -1,530,289 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
227
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.09M -551,055 Closed
RC
228
Roubaix Capital
Colorado
-$2.16M -384,306 Closed
JF
229
Jump Financial
Illinois
-$2.11M -376,600 Closed
Nomura Holdings
230
Nomura Holdings
Japan
-$1.98M -352,928 Closed
TCA
231
Tortoise Capital Advisors
Kansas
-$1.92M -341,918 Closed
TC
232
TwinBeech Capital
New York
-$1.5M -266,713 Closed
PE
233
Point72 Europe
United Kingdom
-$1.46M -260,416 Closed
Axa
234
Axa
France
-$1.13M -201,252 Closed
EGM
235
Engineers Gate Manager
New York
-$993K -177,035 Closed
AAP
236
Ardsley Advisory Partners
Connecticut
-$898K -160,000 Closed
Marshall Wace
237
Marshall Wace
United Kingdom
-$855K -152,437 Closed
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
-$839K -149,510 Closed
IEFM
239
IQ EQ Fund Management
Ireland
-$761K -135,629 Closed
OBAM
240
ODDO BHF Asset Management
France
-$692K -123,424 Closed
DTL
241
Dynamic Technology Lab
Singapore
-$677K -120,670 Closed
Mirae Asset Global Investments
242
Mirae Asset Global Investments
South Korea
-$583K -100,000 Closed
CM
243
Caption Management
Oklahoma
-$462K -82,400 Closed
SPA
244
Sherbrooke Park Advisers
New York
-$377K -67,238 Closed
Man Group
245
Man Group
United Kingdom
-$314K -55,992 Closed
SMDAM
246
Sumitomo Mitsui DS Asset Management
Japan
-$281K -50,051 Closed
Vontobel Holding
247
Vontobel Holding
Switzerland
-$267K -47,647 Closed
TCM
248
Teza Capital Management
Illinois
-$226K -40,338 Closed
BC
249
Bridgefront Capital
Texas
-$214K -38,169 Closed
Envestnet Asset Management
250
Envestnet Asset Management
Illinois
-$211K -37,556 Closed

SHLS Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2024, worth a combined $949M — up 1.2% from $938M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SHLS and 43 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $23.7M. The largest seller was JP Morgan Chase, cutting an estimated $23.3M.

  • 224 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2024, down from 236 in Q3 2024.
  • Funds reported $949M of Shoals Technologies Group stock for Q4 2024, up 1.2% quarter-over-quarter.
  • 43 funds opened new Shoals Technologies Group positions in Q4 2024 and 50 closed out, a net change of -7 holders.
  • The largest Shoals Technologies Group buyer in Q4 2024 was BlackRock, an estimated $23.7M added.
  • The largest Shoals Technologies Group seller in Q4 2024 was JP Morgan Chase, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.