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Shoals Technologies Group
SHLS

Overview Fund Activity

221 hedge funds and large institutions have $2.39B invested in Shoals Technologies Group in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
71
Reduced
72
Closed
32
Calls
$25.4M
Puts
$36.6M
Net Calls
-$11.2M
Net Calls Change
-$20.7M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$134M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
$38.1M
3
DCM
Driehaus Capital Management
Illinois
$19.6M
4
Macquarie Group
Macquarie Group
Australia
$21.1M
5
DCM
Discovery Capital Management
Connecticut
$14M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$67.5M
2
BlackRock
BlackRock
New York
$285M
3
ECA
Encompass Capital Advisors
New York
$38.5M
4
Swedbank
Swedbank
Sweden
$9.78M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$20.5M -$15.6M -723,377 -43%
DCM
27
Driehaus Capital Management
Illinois
$19.6M +$19.6M +910,949 New
Fidelity Investments
28
Fidelity Investments
Massachusetts
$18.9M +$1.01M +47,016 +6%
Morgan Stanley
29
Morgan Stanley
New York
$17.6M +$10.2M +473,843 +137%
Amundi
30
Amundi
France
$17.5M -$10.3M -453,747 -37%
DekaBank Deutsche Girozentrale
31
DekaBank Deutsche Girozentrale
Germany
$17.4M +$1.07M +50,000 +7%
Charles Schwab
32
Charles Schwab
California
$16.8M -$307K -14,254 -2%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$15.1M -$556K -25,799 -4%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$14.3M +$13.4M +622,254 +1,474%
DCM
35
Discovery Capital Management
Connecticut
$14M +$14M +650,112 New
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$13.4M +$175K +8,104 +1%
EAM
37
Eventide Asset Management
Massachusetts
$13.4M – – –
ECM
38
ExodusPoint Capital Management
New York
$12.3M -$7.89M -365,939 -39%
GPGA
39
Grandeur Peak Global Advisors
Utah
$10.5M -$4.04M -187,562 -28%
DZ Bank
40
DZ Bank
Germany
$10.5M +$3.48M +161,657 +50%
Aberdeen Group
41
Aberdeen Group
United Kingdom
$9.87M -$242K -11,245 -2%
Swedbank
42
Swedbank
Sweden
$9.78M -$19.7M -912,700 -67%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$9.45M -$305K -14,400 -3%
Ameriprise
44
Ameriprise
Minnesota
$9.38M -$4.7M -217,977 -33%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$8.81M +$829K +38,466 +10%
AA
46
ALPS Advisors
Colorado
$8.69M +$224K +10,376 +3%
ACM
47
Arosa Capital Management
Florida
$8.62M +$8.62M +400,000 New
PWAM
48
Park West Asset Management
California
$8.55M -$16M -743,262 -65%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
49
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.07M -$4.15M -192,684 -34%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$7.89M +$7.89M +366,292 New
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