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Shoals Technologies Group
SHLS

Overview Fund Activity

298 hedge funds and large institutions have $3.41B invested in Shoals Technologies Group in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+11
Holders Change %
+3.83%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
131
Reduced
86
Closed
35
Calls
$29.2M
Puts
$13.7M
Net Calls
+$15.5M
Net Calls Change
+$10M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$50.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$25.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$24.5M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$21.7M
5
Millennium Management
Millennium Management
New York
+$21.6M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$68.3M
2
MCM
Moore Capital Management
New York
-$41.1M
3
Macquarie Group
Macquarie Group
Australia
-$38.1M
4
Invesco
Invesco
Georgia
-$26.5M
5
Goldman Sachs
Goldman Sachs
New York
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
301
Two Sigma Investments
New York
– -$7.92M -309,832 Closed
Voloridge Investment Management
302
Voloridge Investment Management
Florida
– -$4.13M -161,612 Closed
ACG
303
Aventail Capital Group
New York
– -$2.56M -100,000 Closed
Canada Pension Plan Investment Board
304
Canada Pension Plan Investment Board
Ontario, Canada
– -$2.55M -99,900 Closed
BCM
305
Bayesian Capital Management
New York
– -$1.27M -49,688 Closed
VIA
306
Vident Investment Advisory
Georgia
– -$955K -37,374 Closed
JWS
307
Juncture Wealth Strategies
Arizona
– -$768K -30,050 Closed
AAP
308
Ardsley Advisory Partners
Connecticut
– -$767K -30,000 Closed
AIM
309
Ausbil Investment Management
Australia
– -$763K -29,870 Closed
Jennison Associates
310
Jennison Associates
New York
– -$652K -25,510 Closed
OC
311
Oppenheimer & Co
New York
– -$582K -22,783 Closed
PCM
312
Prelude Capital Management
New York
– -$573K -22,415 Closed
XT
313
XTX Topco
Cayman Islands
– -$398K -15,584 Closed
ONGA
314
O'Neil Global Advisors
California
– -$391K -15,291 Closed
CCIA
315
Campbell & Co Investment Adviser
Maryland
– -$368K -14,399 Closed
Stifel Financial
316
Stifel Financial
Missouri
– -$255K -9,987 Closed
SSWM
317
Sheets Smith Wealth Management
North Carolina
– -$239K -9,343 Closed
CC
318
Corton Capital
Ontario, Canada
– -$238K -9,329 Closed
JWCA
319
J.W. Cole Advisors
Florida
– -$238K -9,300 Closed
PSP
320
Principal Street Partners
Tennessee
– -$221K -8,640 Closed
BMSSC
321
B. Metzler seel. Sohn & Co
Germany
– -$212K -8,300 Closed
DADC
322
D.A. Davidson & Co
Montana
– -$211K -8,250 Closed
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
– -$106K -4,165 Closed
VSQM
324
V-Square Quantitative Management
Illinois
– -$9.61K -376 Closed
NA
325
NewEdge Advisors
Louisiana
– -$6.26K -245 Closed
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