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Shoals Technologies Group
SHLS

170 hedge funds and large institutions have $3.09B invested in Shoals Technologies Group in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 25 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $4.97M

236% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 25

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

10% more funds holding

Funds holding: 155 → 170 (+15)

8.77% less ownership

Funds ownership: 115.2% → 106.44% (-8.8%)

19% less capital invested

Capital invested by funds: $3.82B → $3.09B (-$737M)

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
84
Reduced
25
Closed
30
Calls
$17.3M
Puts
$4.97M
Net Calls
+$12.3M
Net Calls Change
-$24.5M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$113M
2
Ameriprise
Ameriprise
Minnesota
+$47M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$43.1M
4
First Trust Advisors
First Trust Advisors
Illinois
+$26.4M
5
Wells Fargo
Wells Fargo
California
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
-$177M
2
ZP
Zimmer Partners
New York
-$52.8M
3
SCM
Segantii Capital Management
Hong Kong
-$26.6M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$26.2M
5
ClearBridge Investments
ClearBridge Investments
New York
-$23.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$25.9M +$26.4M +850,006 +1,054%
EAM
27
Erste Asset Management
Austria
$23M +$4.04M +130,022 +19%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$14.1M +$2.85M +91,739 +22%
Charles Schwab
29
Charles Schwab
California
$14M +$3.58M +115,110 +30%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$13.1M -$20.6M -662,974 -59%
Northern Trust
31
Northern Trust
Illinois
$12.4M +$1.04M +33,471 +8%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$11.2M +$1.12M +36,050 +10%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$11M +$629K +20,254 +5%
DekaBank Deutsche Girozentrale
34
DekaBank Deutsche Girozentrale
Germany
$10.9M +$1.83M +58,800 +18%
Morgan Stanley
35
Morgan Stanley
New York
$10.9M -$2.54M -81,614 -17%
DZ Bank
36
DZ Bank
Germany
$10.3M -$3.88M -124,971 -25%
ZP
37
Zimmer Partners
New York
$10.2M -$52.8M -1,700,112 -82%
N
38
Nuveen
North Carolina
$9.65M -$353K -11,362 -4%
Bank of America
39
Bank of America
North Carolina
$8.59M +$1.4M +45,154 +17%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$8.51M +$1.65M +53,018 +21%
CIC
41
Carnegie Investment Counsel
Ohio
$8.49M +$2.7M +86,750 +40%
Credit Agricole
42
Credit Agricole
France
$6.98M +$7.77M +250,200 New
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$6.46M +$3.29M +106,025 +87%
EAM
44
Eagle Asset Management
Florida
$6.36M +$1.44M +46,209 +25%
Allianz Asset Management
45
Allianz Asset Management
Germany
$6.22M -$38.8K -1,250 -0.6%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$5.84M +$253K +8,131 +4%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$5.57M +$4.07M +130,928 +190%
Swiss National Bank
48
Swiss National Bank
Switzerland
$5.49M +$31.1K +1,000 +0.5%
GCM
49
Ghisallo Capital Management
Massachusetts
$4.96M -$3.11M -100,164 -36%
Man Group
50
Man Group
United Kingdom
$4.57M +$230K +7,400 +5%
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SHLS Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q3 2021, worth a combined $3.09B — down 19% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SHLS positions and 30 closed out — a net gain of 16 holders — while 84 added to existing stakes and 25 trimmed.

The largest buyer was Capital World Investors, adding an estimated $113M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $177M sold.

  • 170 institutional investors held Shoals Technologies Group (SHLS) as of Q3 2021, up from 155 in Q2 2021.
  • Funds reported $3.09B of Shoals Technologies Group stock for Q3 2021, down 19% quarter-over-quarter.
  • 46 funds opened new Shoals Technologies Group positions in Q3 2021 and 30 closed out, a net change of +16 holders.
  • The largest Shoals Technologies Group buyer in Q3 2021 was Capital World Investors, an estimated $113M added.
  • The largest Shoals Technologies Group seller in Q3 2021 was Oaktree Capital Management, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2021.