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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
Creative Planning
251
Creative Planning
Kansas
-$187K -33,288 Closed
ET
252
Entropy Technologies
New York
-$182K -32,421 Closed
Pathstone Holdings
253
Pathstone Holdings
New Jersey
-$172K -30,610 Closed
CC
254
Centiva Capital
New York
-$110K -19,622 Closed
QCM
255
Qsemble Capital Management
New York
-$104K -18,565 Closed
CB
256
Commerce Bank
Missouri
-$98.8K -17,620 Closed
PCM
257
Prelude Capital Management
New York
-$81.5K -14,523 Closed
TI
258
Tidal Investments
Wisconsin
-$66.5K -11,846 Closed
1IA
259
1620 Investment Advisors
Massachusetts
-$51K -9,088 Closed
Acadian Asset Management
260
Acadian Asset Management
Massachusetts
-$41K -7,381 Closed
Group One Trading
261
Group One Trading
Illinois
-$28.2K -5,555 Closed
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$12.4K -2,215 Closed
AssetMark Inc
263
AssetMark Inc
California
-$10.7K -1,905 Closed
LFG
264
Larson Financial Group
Missouri
-$8.53K -1,520 Closed
MRC
265
Millburn Ridgefield Corp
New York
-$8.34K -1,487 Closed
FHA
266
First Horizon Advisors
Tennessee
-$2.83K -504 Closed
CAL
267
Capital Advisors Ltd
Ohio
-$2K -433 Closed
BTI
268
Blue Trust Inc
Georgia
-$2.38K -382 Closed
JFGIW
269
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.47K -261 Closed
CA
270
Clearstead Advisors
Ohio
-$1.41K -252 Closed
ACM
271
Aster Capital Management
United Arab Emirates
-$1.14K -204 Closed
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
-$567 -101 Closed
CPA
273
Capital Performance Advisors
California
-$376 -67 Closed
AAP
274
Arax Advisory Partners
Colorado
-$85 -15 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.