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Shoals Technologies Group
SHLS

Overview Fund Activity

298 hedge funds and large institutions have $3.41B invested in Shoals Technologies Group in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+11
Holders Change %
+3.83%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
131
Reduced
86
Closed
35
Calls
$29.2M
Puts
$13.7M
Net Calls
+$15.5M
Net Calls Change
+$10M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$183M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$116M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$24.5M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$108M
5
Millennium Management
Millennium Management
New York
$23M

Top Sellers

1
UBS AM
UBS AM
Illinois
$28.5M
2
MCM
Moore Capital Management
New York
$2.68M
3
Macquarie Group
Macquarie Group
Australia
$0
4
Invesco
Invesco
Georgia
$114M
5
Goldman Sachs
Goldman Sachs
New York
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMCO Inc
26
BAMCO Inc
New York
$32.9M – – –
Artisan Partners
27
Artisan Partners
Wisconsin
$30.3M -$1.19M -65,260 -4%
First Trust Advisors
28
First Trust Advisors
Illinois
$29.9M +$689K +37,759 +2%
Northern Trust
29
Northern Trust
Illinois
$29.8M -$482K -26,402 -2%
GKIM
30
GW&K Investment Management
Massachusetts
$28.7M +$17.1M +935,649 +147%
UBS AM
31
UBS AM
Illinois
$28.5M -$68.3M -3,743,357 -71%
Morgan Stanley
32
Morgan Stanley
New York
$26.3M +$3.39M +185,622 +15%
Victory Capital Management
33
Victory Capital Management
Texas
$26.2M +$8.46M +463,600 +48%
FCM
34
Frontier Capital Management
Massachusetts
$26M +$693K +37,961 +3%
MIM
35
Merewether Investment Management
Texas
$25.3M +$6.95M +380,708 +38%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$24.5M +$24.5M +1,345,104 New
Charles Schwab
37
Charles Schwab
California
$24.5M +$779K +42,706 +3%
UM
38
UniSuper Management
Australia
$24.3M – – –
DekaBank Deutsche Girozentrale
39
DekaBank Deutsche Girozentrale
Germany
$23.8M +$423K +22,400 +2%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$23.8M -$2.66M -146,018 -10%
SPPAM
41
Summit Partners Public Asset Management
Massachusetts
$23.4M -$3.96M -216,757 -14%
Millennium Management
42
Millennium Management
New York
$23M +$21.6M +1,185,110 +1,573%
BNP Paribas Asset Management
43
BNP Paribas Asset Management
France
$21M +$21M +1,152,774 New
JC
44
Joho Capital
New York
$20.5M – – –
ECP
45
Electron Capital Partners
New York
$19.3M +$19.3M +1,058,832 New
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$19.3M +$2.51M +137,609 +15%
ZCI
47
Zevenbergen Capital Investments
Washington
$19.2M -$312K -17,073 -2%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$17.9M +$1.98M +108,466 +12%
SCM
49
SIR Capital Management
New York
$17M +$9.4M +515,172 +124%
KCM
50
Kornitzer Capital Management
Kansas
$16.5M – – –
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