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Shoals Technologies Group
SHLS

289 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, 155 increasing their positions, 64 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 64

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

26% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $22M

11% more capital invested

Capital invested by funds: $3.55B → $3.95B (+$401M)

2% more funds holding

Funds holding: 283 → 289 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

23.83% less ownership

Funds ownership: 127.23% → 103.4% (-24%)

Holders
289
Holders Change
+6
Holders Change %
+2.12%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
155
Reduced
64
Closed
34
Calls
$27.8M
Puts
$22M
Net Calls
+$5.8M
Net Calls Change
+$12.9M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$163M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$90.4M
3
Jane Street
Jane Street
New York
+$79.8M
4
BlackRock
BlackRock
New York
+$76.8M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$66.4M

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$47.7M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$45M
3
ZP
Zimmer Partners
New York
-$37M
4
Citadel Advisors
Citadel Advisors
Florida
-$36.3M
5
ECP
Electron Capital Partners
New York
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
276
Ahrens Investment Partners
Louisiana
$798 +$864 +35 New
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$638 +$691 +28 New
EI
278
Ellevest Inc
New York
$570 -$1.85K -75 -75%
FFA
279
Farther Finance Advisors
California
$570 – – –
PA
280
Parallel Advisors
California
$570 – – –
AAP
281
Arax Advisory Partners
Colorado
$478 +$197 +8 +62%
SC
282
Schubert & Co
Texas
$183 +$99 +4 +100%
JWA
283
JFS Wealth Advisors
Pennsylvania
$92 -$25 -1 -20%
DI
284
Disciplined Investments
Oklahoma
$91 +$74 +3 +300%
HCP
285
Hexagon Capital Partners
Arkansas
$46 -$740 -30 -94%
SIC
286
SJS Investment Consulting
Ohio
$23 – – –
ZP
287
Zimmer Partners
New York
– -$37M -1,500,000 Closed
ECP
288
Electron Capital Partners
New York
– -$36M -1,459,195 Closed
BNP Paribas Asset Management
289
BNP Paribas Asset Management
France
– -$27M -1,093,208 Closed
JGC
290
J. Goldman & Co
New York
– -$10.4M -422,101 Closed
ACM
291
Atika Capital Management
New York
– -$6.78M -275,000 Closed
PP
292
Peconic Partners
New York
– -$4.93M -200,000 Closed
SFI
293
Susquehanna Fundamental Investments
Pennsylvania
– -$4.78M -193,627 Closed
TC
294
TwinBeech Capital
New York
– -$3.24M -131,435 Closed
YCM
295
Yaupon Capital Management
New York
– -$3.05M -123,650 Closed
CM
296
Churchill Management
California
– -$2.22M -90,111 Closed
JF
297
Jump Financial
Illinois
– -$1.43M -57,824 Closed
EGI
298
EAM Global Investors
California
– -$1.32M -53,431 Closed
Alyeska Investment Group
299
Alyeska Investment Group
Illinois
– -$1.23M -50,000 Closed
EI
300
EAM Investors
California
– -$985K -39,943 Closed
9 10 11
12
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SHLS Hedge Fund Activity: Q1 2023 in Review

289 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q1 2023, worth a combined $3.95B — up 11% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SHLS positions and 34 closed out — a net gain of 10 holders — while 155 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $163M. The largest seller was Driehaus Capital Management, cutting an estimated $47.7M.

  • 289 institutional investors held Shoals Technologies Group (SHLS) as of Q1 2023, up from 283 in Q4 2022.
  • Funds reported $3.95B of Shoals Technologies Group stock for Q1 2023, up 11% quarter-over-quarter.
  • 44 funds opened new Shoals Technologies Group positions in Q1 2023 and 34 closed out, a net change of +10 holders.
  • The largest Shoals Technologies Group buyer in Q1 2023 was Vanguard Group, an estimated $163M added.
  • The largest Shoals Technologies Group seller in Q1 2023 was Driehaus Capital Management, an estimated $47.7M sold.

Based on aggregated 13F filings for Q1 2023.