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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
NYLIM
301
New York Life Investment Management
New York
– -$821K -33,289 Closed
EGM
302
Engineers Gate Manager
New York
– -$494K -20,032 Closed
N
303
Numerai
California
– -$393K -15,931 Closed
Walleye Capital
304
Walleye Capital
New York
– -$392K -15,900 Closed
CF
305
CNA Financial
Illinois
– -$320K -12,973 Closed
BHCM
306
Boulder Hill Capital Management
New York
– -$316K -12,800 Closed
OCM
307
Oaktree Capital Management
California
– -$296K -11,980 Closed
TDC
308
Thompson Davis & Co
Virginia
– -$226K -9,175 Closed
SPC
309
Sigma Planning Corp
Michigan
– -$217K -8,802 Closed
BMSSC
310
B. Metzler seel. Sohn & Co
Germany
– -$205K -8,300 Closed
Walleye Trading
311
Walleye Trading
New York
– -$152K -6,170 Closed
SAM
312
Shell Asset Management
Netherlands
– -$152K -6,168 Closed
PMEF
313
Point72 Middle East FZE
United Arab Emirates
– -$140K -5,666 Closed
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
– -$126K -5,115 Closed
CIP
315
Convergence Investment Partners
Florida
– -$125K -5,076 Closed
CC
316
Centiva Capital
New York
– -$56.7K -2,300 Closed
RFG
317
RFP Financial Group
Georgia
– -$4.19K -170 Closed
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$2.47K -100 Closed
FGAM
319
Financial Gravity Asset Management
Texas
– -$53 -25 Closed
BTI
320
Blue Trust Inc
Georgia
– +$99 +4 +19%
9 10 11 12
13

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.