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Shoals Technologies Group
SHLS

Overview Fund Activity

275 hedge funds and large institutions have $2.23B invested in Shoals Technologies Group in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-13
Holders Change %
-4.51%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
41
Increased
102
Reduced
98
Closed
53
Calls
$14.9M
Puts
$8.82M
Net Calls
+$6.04M
Net Calls Change
-$12.4M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$47.7M
2
JC
Joho Capital
New York
+$37.9M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$25.3M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$17.4M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$13.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$30.8M
2
Morgan Stanley
Morgan Stanley
New York
-$26.5M
3
CC
Covalis Capital
United Kingdom
-$22.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$21.6M
5
ECA
Encompass Capital Advisors
New York
-$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
IFP Advisors
Florida
$4.39K -$1.4K -125 -24%
WT
252
Whittier Trust
California
$3.71K – – –
QL
253
Quarry LP
New York
$3.61K +$3.61K +323 New
MG
254
Mather Group
Illinois
$3.03K +$3.03K +195 New
PPC
255
Park Place Capital
Alabama
$2.61K +$2.61K +233 New
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.24K – – –
PS
257
Principal Securities
Iowa
$2.23K -$894 -80 -29%
RFG
258
RFP Financial Group
Georgia
$1.9K – – –
AF
259
Allworth Financial
California
$1.26K – – –
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$1.26K +$1.26K +111 New
BIA
261
Bell Investment Advisors
California
$1.19K +$772 +69 +186%
AW
262
Avion Wealth
Texas
$1K +$1K +43 New
C
263
Covestor
United Kingdom
$1K +$855 +47 +588%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$951 +$906 +81 +2,025%
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
$692 – – –
FFA
266
Farther Finance Advisors
California
$569 -$421 -37 -43%
GWM
267
Geneos Wealth Management
Colorado
$559 – – –
AAP
268
Arax Advisory Partners
Colorado
$537 – – –
NSIM
269
North Star Investment Management
Illinois
$470 – – –
QCG
270
Quadrant Capital Group
Ohio
$414 -$269 -24 -39%
SWM
271
Sanctuary Wealth Management
Idaho
$380 – – –
AWM
272
Avior Wealth Management
Nebraska
$380 +$380 +34 New
IFAM
273
Institutional & Family Asset Management
Colorado
$369 – – –
RIL
274
Rothschild Investment LLC
Illinois
$224 -$896 -80 -80%
EWA
275
EverSource Wealth Advisors
Alabama
$42 -$420 -50 -91%
9 10
11
12 13