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Shoals Technologies Group

198 hedge funds and large institutions have $1.9B invested in Shoals Technologies Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 86 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5M

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

95% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 44

16% more funds holding

Funds holding: 171198 (+27)

9.2% less ownership

Funds ownership: 108.59%99.39% (-9.2%)

31% less capital invested

Capital invested by funds: $2.75B → $1.9B (-$845M)

Holders
198
Holders Change
+27
Holders Change %
+15.79%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
55
Increased
86
Reduced
44
Closed
27
Calls
$13.7M
Puts
$5M
Net Calls
+$8.73M
Net Calls Change
+$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$15.9M +$14.1M +812,194 +661%
GPGA
27
Grandeur Peak Global Advisors
Utah
$14.9M +$11.3M +653,778 +294%
HF
28
HRT Financial
New York
$14.9M +$15.1M +872,766 New
KCM
29
Kornitzer Capital Management
Kansas
$14.5M +$14.7M +850,558 New
Millennium Management
30
Millennium Management
New York
$14.2M +$6.95M +401,438 +93%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$12.3M +$6.41M +369,948 +105%
EAM
32
Eventide Asset Management
Massachusetts
$10.6M -$21.2M -1,226,068 -66%
Northern Trust
33
Northern Trust
Illinois
$10.3M +$2.59M +149,412 +33%
Jane Street
34
Jane Street
New York
$10.1M +$9.72M +561,204 +1,837%
Citadel Advisors
35
Citadel Advisors
Florida
$9.2M +$7.86M +454,014 +530%
Charles Schwab
36
Charles Schwab
California
$9.11M +$258K +14,904 +3%
ECM
37
ExodusPoint Capital Management
New York
$8.11M +$8.24M +475,783 New
TD Asset Management
38
TD Asset Management
Ontario, Canada
$8.02M +$57.2K +3,304 +0.7%
Morgan Stanley
39
Morgan Stanley
New York
$7.87M -$9.44M -545,089 -54%
DekaBank Deutsche Girozentrale
40
DekaBank Deutsche Girozentrale
Germany
$7.48M +$5.91M +341,000 +444%
Aberdeen Group
41
Aberdeen Group
United Kingdom
$7.35M +$4.89M +282,108 +211%
CSS
42
Cubist Systematic Strategies
Connecticut
$6.61M +$6.33M +365,543 +1,617%
Bank of America
43
Bank of America
North Carolina
$6.49M +$975K +56,279 +17%
AA
44
ALPS Advisors
Colorado
$6.15M -$10.1M -583,550 -62%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$5.81M +$157K +9,067 +3%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$5.77M +$8.66K +500 +0.1%
N
47
Nuveen
North Carolina
$5.63M -$80.2K -4,632 -2%
Allianz Asset Management
48
Allianz Asset Management
Germany
$5.63M -$1.15M -66,175 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
49
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.94M +$1.44M +83,316 +40%
E
50
Ergoteles
New York
$4.91M +$4.99M +288,037 New

SHLS Hedge Fund Activity: Q1 2022 in Review

198 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q1 2022, worth a combined $1.9B — down 31% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SHLS positions and 27 closed out — a net gain of 28 holders — while 86 added to existing stakes and 44 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $31.1M. The largest seller was Capital World Investors, cutting an estimated $120M.

  • 198 institutional investors held Shoals Technologies Group (SHLS) as of Q1 2022, up from 171 in Q4 2021.
  • Funds reported $1.9B of Shoals Technologies Group stock for Q1 2022, down 31% quarter-over-quarter.
  • 55 funds opened new Shoals Technologies Group positions in Q1 2022 and 27 closed out, a net change of +28 holders.
  • The largest Shoals Technologies Group buyer in Q1 2022 was Capital Research Global Investors, an estimated $31.1M added.
  • The largest Shoals Technologies Group seller in Q1 2022 was Capital World Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.