Shoals Technologies Group
SHLS
236 hedge funds and large institutions have $938M invested in Shoals Technologies Group in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 51 closing their positions.
120% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $7.33M
0% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 84
5% less funds holding
Funds holding: 248 → 236 (-12)
13.9% less ownership
Funds ownership: 114.36% → 100.46% (-14%)
23% less capital invested
Capital invested by funds: $1.22B → $938M (-$278M)
24% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 51
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$33.6M |
| 2 |
BlackRock
New York
|
+$23.3M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
+$12.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.96M |
| 5 |
YCM
Yaupon Capital Management
New York
|
+$9.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JC
Joho Capital
New York
|
-$60.2M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$31.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$28.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$20.4M |
| 5 |
Morgan Stanley
New York
|
-$20.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KI
276
Keystone Investors
Singapore
| – | -$70.6K | -11,320 | Closed |
|
|
AT
277
American Trust
Lexington,
Kentucky
| – | -$67.9K | -10,884 | Closed |
|
|
QT
278
Quantbot Technologies
New York
| – | -$56.4K | -9,034 | Closed |
|
|
IGAM
279
iA Global Asset Management
Quebec,
Quebec, Canada
| – | -$55K | -8,880 | Closed |
|
280
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$22K | -3,600 | Closed |
|
|
PAS
281
Point72 Asia (Singapore)
Singapore
| – | -$18.5K | -2,964 | Closed |
|
|
ETC
282
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$15.6K | -2,495 | Closed |
|
283
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -380 | Closed |
|
|
WT
284
Whittier Trust
South Pasadena,
California
| – | -$2.36K | -378 | Closed |
|
|
MG
285
Mather Group
Chicago,
Illinois
| – | -$2.18K | -195 | Closed |
|
|
RFG
286
RFP Financial Group
Atlanta,
Georgia
| – | -$1.06K | -170 | Closed |
|
SHLS Hedge Fund Activity: Q3 2024 in Review
236 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q3 2024, worth a combined $938M — down 23% from $1.22B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of SHLS and 39 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 84 added.
The largest buyer was Point72 Asset Management, adding an estimated $33.6M. The largest seller was Joho Capital, exiting entirely with an estimated $60.2M sold.
- 236 institutional investors held Shoals Technologies Group (SHLS) as of Q3 2024, down from 248 in Q2 2024.
- Funds reported $938M of Shoals Technologies Group stock for Q3 2024, down 23% quarter-over-quarter.
- 39 funds opened new Shoals Technologies Group positions in Q3 2024 and 51 closed out, a net change of -12 holders.
- The largest Shoals Technologies Group buyer in Q3 2024 was Point72 Asset Management, an estimated $33.6M added.
- The largest Shoals Technologies Group seller in Q3 2024 was Joho Capital, an estimated $60.2M sold.
Based on aggregated 13F filings for Q3 2024.