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Shoals Technologies Group

209 hedge funds and large institutions have $1.94B invested in Shoals Technologies Group in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $8.71M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

6% more funds holding

Funds holding: 198209 (+11)

5.42% more ownership

Funds ownership: 99.39%104.81% (+5.4%)

2% more capital invested

Capital invested by funds: $1.9B → $1.94B (+$33.5M)

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
76
Reduced
58
Closed
37
Calls
$18.3M
Puts
$8.71M
Net Calls
+$9.57M
Net Calls Change
+$838K
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
26
Park West Asset Management
California
$18.8M +$16.8M +1,139,984 New
Citadel Advisors
27
Citadel Advisors
Florida
$15.7M +$6.06M +410,572 +76%
ECM
28
ExodusPoint Capital Management
New York
$15.4M +$6.78M +459,564 +97%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$13.7M -$11.4M -770,928 -48%
CCM
30
Cinctive Capital Management
New York
$13.3M +$11.9M +804,966 New
SPPAM
31
Summit Partners Public Asset Management
Massachusetts
$13.2M +$11.8M +799,784 New
Charles Schwab
32
Charles Schwab
California
$13.1M +$3.85M +260,921 +49%
FCM
33
Frontier Capital Management
Massachusetts
$12.5M +$11.2M +757,341 New
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$12M +$58.2K +3,941 +0.5%
DekaBank Deutsche Girozentrale
35
DekaBank Deutsche Girozentrale
Germany
$11.6M +$5.03M +340,700 +82%
GPGA
36
Grandeur Peak Global Advisors
Utah
$11.1M -$2.96M -200,404 -23%
Ameriprise
37
Ameriprise
Minnesota
$10.8M -$39.4M -2,669,257 -80%
EAM
38
Eventide Asset Management
Massachusetts
$10.2M
N
39
Nuveen
North Carolina
$10.1M +$5.11M +346,206 +129%
Norges Bank
40
Norges Bank
Norway
$9.43M -$10.3M -698,229 -55%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
41
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.34M +$4.09M +276,808 +95%
Millennium Management
42
Millennium Management
New York
$9.27M -$3.98M -269,560 -32%
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$8.24M +$4.43M +300,000 +150%
CC
44
Covalis Capital
United Kingdom
$7.87M +$7.05M +477,571 New
Aberdeen Group
45
Aberdeen Group
United Kingdom
$7.72M +$791K +53,598 +13%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$7.6M -$144K -9,784 -2%
AA
47
ALPS Advisors
Colorado
$6.47M +$467K +31,617 +9%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$6.1M +$432K +29,272 +9%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$5.76M +$5.16M +349,511 New
Morgan Stanley
50
Morgan Stanley
New York
$5.69M -$1.72M -116,842 -25%

SHLS Hedge Fund Activity: Q2 2022 in Review

209 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q2 2022, worth a combined $1.94B — up 1.8% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SHLS positions and 37 closed out — a net gain of 16 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $79.6M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $59.1M sold.

  • 209 institutional investors held Shoals Technologies Group (SHLS) as of Q2 2022, up from 198 in Q1 2022.
  • Funds reported $1.94B of Shoals Technologies Group stock for Q2 2022, up 1.8% quarter-over-quarter.
  • 53 funds opened new Shoals Technologies Group positions in Q2 2022 and 37 closed out, a net change of +16 holders.
  • The largest Shoals Technologies Group buyer in Q2 2022 was William Blair Investment Management, an estimated $79.6M added.
  • The largest Shoals Technologies Group seller in Q2 2022 was Capital Research Global Investors, an estimated $59.1M sold.

Based on aggregated 13F filings for Q2 2022.