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Shoals Technologies Group

171 hedge funds and large institutions have $2.75B invested in Shoals Technologies Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $8.57M | Put options by funds: $3.96M

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

2.15% more ownership

Funds ownership: 106.44%108.59% (+2.2%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% more funds holding

Funds holding: 170171 (+1)

11% less capital invested

Capital invested by funds: $3.09B → $2.75B (-$338M)

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
74
Reduced
48
Closed
32
Calls
$8.57M
Puts
$3.96M
Net Calls
+$4.61M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
ALPS Advisors
Colorado
$23M -$876K -30,447 -3%
NIPH
27
NN Investment Partners Holdings
Netherlands
$22.8M +$27M +938,000 New
Neuberger Berman Group
28
Neuberger Berman Group
New York
$18.9M +$8.9M +309,641 +66%
SPPAM
29
Summit Partners Public Asset Management
Massachusetts
$15.8M +$18.7M +650,124 New
ECA
30
Encompass Capital Advisors
New York
$15.1M -$10.5M -366,485 -37%
Charles Schwab
31
Charles Schwab
California
$12.6M +$532K +18,515 +4%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$11.4M +$7.43M +258,230 +123%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$11.1M -$1.43M -49,782 -10%
Northern Trust
34
Northern Trust
Illinois
$11M +$190K +6,616 +1%
Millennium Management
35
Millennium Management
New York
$10.5M +$12.4M +430,438 New
Allianz Asset Management
36
Allianz Asset Management
Germany
$9.64M +$4.99M +173,420 +78%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$8.57M +$7.73M +268,869 +321%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$8.22M -$1.83M -63,583 -16%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$8.07M +$772K +26,847 +9%
Bank of America
40
Bank of America
North Carolina
$7.89M +$481K +16,711 +5%
CIC
41
Carnegie Investment Counsel
Ohio
$7.21M -$216K -7,520 -2%
N
42
Nuveen
North Carolina
$6.91M -$582K -20,247 -7%
AllianceBernstein
43
AllianceBernstein
Tennessee
$6.47M -$106M -3,684,386 -93%
Credit Agricole
44
Credit Agricole
France
$6.08M
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$5.7M +$24.9K +865 +0.4%
Swiss National Bank
46
Swiss National Bank
Switzerland
$5.56M +$914K +31,800 +16%
DZ Bank
47
DZ Bank
Germany
$5.54M -$4.17M -144,915 -39%
GPGA
48
Grandeur Peak Global Advisors
Utah
$5.41M +$2.28M +79,160 +55%
EAM
49
Eagle Asset Management
Florida
$5.37M -$313K -10,878 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
50
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.03M +$5.49M +190,793 +1,193%

SHLS Hedge Fund Activity: Q4 2021 in Review

171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2021, worth a combined $2.75B — down 11% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SHLS positions and 32 closed out — a net gain of 2 holders — while 74 added to existing stakes and 48 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $43.1M. The largest seller was AllianceBernstein, cutting an estimated $106M.

  • 171 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $2.75B of Shoals Technologies Group stock for Q4 2021, down 11% quarter-over-quarter.
  • 34 funds opened new Shoals Technologies Group positions in Q4 2021 and 32 closed out, a net change of +2 holders.
  • The largest Shoals Technologies Group buyer in Q4 2021 was T. Rowe Price Associates, an estimated $43.1M added.
  • The largest Shoals Technologies Group seller in Q4 2021 was AllianceBernstein, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2021.