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Shoals Technologies Group
SHLS

Overview Fund Activity

287 hedge funds and large institutions have $3.95B invested in Shoals Technologies Group in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 153 increasing their positions, 64 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
153
Reduced
64
Closed
34
Calls
$27.8M
Puts
$22M
Net Calls
+$5.8M
Net Calls Change
+$12.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$365M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$135M
3
Jane Street
Jane Street
New York
$86.7M
4
BlackRock
BlackRock
New York
$371M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$65.4M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
$8.28M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
3
ZP
Zimmer Partners
New York
$0
4
ECP
Electron Capital Partners
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
251
Rational Advisors
New York
$9.3K – – –
SOW
252
State of Wyoming
Wyoming
$9.14K +$9.14K +401 New
ASN
253
Advisory Services Network
Georgia
$8.09K +$1.14K +50 +16%
AAS
254
Ameritas Advisory Services
Nebraska
$7.87K +$7.87K +350 New
TWA
255
TCI Wealth Advisors
Arizona
$6.34K +$2.01K +88 +46%
GWS
256
Glassman Wealth Services
Virginia
$6.02K -$7.32K -321 -55%
EWA
257
EverSource Wealth Advisors
Alabama
$5.93K +$4.49K +197 +313%
AF
258
Allworth Financial
California
$5.04K +$2.28K +100 +83%
Russell Investments Group
259
Russell Investments Group
United Kingdom
$3.58K +$3.58K +157 New
BIA
260
Bell Investment Advisors
California
$3.17K +$23 +1 +0.7%
Bessemer Group
261
Bessemer Group
New Jersey
$3K +$1.92K +73 +178%
IAIM
262
International Assets Investment Management
Florida
$2.39K +$2.39K +105 New
GWM
263
Geneos Wealth Management
Colorado
$2.28K -$8.66K -380 -79%
HI
264
Harbour Investments
Wisconsin
$2.28K – – –
PPC
265
Park Place Capital
Alabama
$2.17K – – –
LC
266
Lindbrook Capital
California
$2.05K -$1.03K -45 -33%
PTC
267
Private Trust Company
Ohio
$2.05K +$684 +30 +50%
PFBT
268
Parkside Financial Bank & Trust
Missouri
$2.01K -$1.66K -73 -45%
S
269
SignatureFD
Georgia
$1.98K -$501 -22 -20%
SWM
270
Spire Wealth Management
Virginia
$1.57K +$68 +3 +5%
BAM
271
Belpointe Asset Management
Nevada
$1.28K +$866 +38 +211%
NA
272
NewEdge Advisors
Louisiana
$1.14K +$1.14K +50 New
NSIM
273
North Star Investment Management
Illinois
$957 – – –
AIP
274
Ahrens Investment Partners
Louisiana
$798 +$798 +35 New
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$638 +$638 +28 New
9 10
11
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