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Shoals Technologies Group

236 hedge funds and large institutions have $938M invested in Shoals Technologies Group in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $7.33M

0% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 84

5% less funds holding

Funds holding: 248236 (-12)

13.9% less ownership

Funds ownership: 114.36%100.46% (-14%)

23% less capital invested

Capital invested by funds: $1.22B → $938M (-$278M)

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
236
Holders Change
-12
Holders Change %
-4.84%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
84
Reduced
84
Closed
51
Calls
$16.1M
Puts
$7.33M
Net Calls
+$8.78M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Impax Asset Management Group
26
Impax Asset Management Group
United Kingdom
$8.6M +$1.49M +249,582 +19%
YCM
27
Yaupon Capital Management
New York
$8.58M +$9.15M +1,530,289 New
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$8.24M -$1.68M -281,800 -16%
Goldman Sachs
29
Goldman Sachs
New York
$8.07M -$12.1M -2,016,885 -58%
TI
30
Trexquant Investment
Connecticut
$8.01M +$2.57M +429,609 +43%
Charles Schwab
31
Charles Schwab
California
$7.81M -$80.5K -13,457 -1%
Ameriprise
32
Ameriprise
Minnesota
$7.27M +$1.65M +276,607 +27%
MGP
33
M&G plc
United Kingdom
$7.23M +$206K +34,428 +3%
Morgan Stanley
34
Morgan Stanley
New York
$6.83M -$20.3M -3,388,652 -74%
UM
35
UniSuper Management
Australia
$6.72M
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$5.9M -$6.83M -1,142,231 -52%
Bank of America
37
Bank of America
North Carolina
$5.13M -$2.64M -441,220 -33%
Squarepoint
38
Squarepoint
New York
$4.97M -$4.09M -683,581 -44%
ACM
39
Arosa Capital Management
Florida
$4.77M -$13.2K -2,200 -0.3%
KIM
40
Kestrel Investment Management
California
$4.71M +$5.09M +851,200 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$4.09M -$1.52M -253,718 -26%
Jane Street
42
Jane Street
New York
$4.07M +$2.35M +393,378 +119%
CM
43
CoreCommodity Management
Connecticut
$4M +$4.26M +713,028 New
DnB Asset Management
44
DnB Asset Management
Norway
$3.83M +$4.08M +682,329 New
Swedbank
45
Swedbank
Sweden
$3.76M -$3.97M -663,203 -50%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$3.72M -$36.2K -6,057 -0.9%
First Trust Advisors
47
First Trust Advisors
Illinois
$3.3M -$28.9M -4,832,668 -89%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.09M +$53.3K +8,918 +2%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$2.95M -$921K -154,048 -23%
GPGA
50
Grandeur Peak Global Advisors
Utah
$2.88M -$4.49M -750,239 -59%

SHLS Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q3 2024, worth a combined $938M — down 23% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SHLS and 39 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 84 added.

The largest buyer was Point72 Asset Management, adding an estimated $33.6M. The largest seller was Joho Capital, exiting entirely with an estimated $60.2M sold.

  • 236 institutional investors held Shoals Technologies Group (SHLS) as of Q3 2024, down from 248 in Q2 2024.
  • Funds reported $938M of Shoals Technologies Group stock for Q3 2024, down 23% quarter-over-quarter.
  • 39 funds opened new Shoals Technologies Group positions in Q3 2024 and 51 closed out, a net change of -12 holders.
  • The largest Shoals Technologies Group buyer in Q3 2024 was Point72 Asset Management, an estimated $33.6M added.
  • The largest Shoals Technologies Group seller in Q3 2024 was Joho Capital, an estimated $60.2M sold.

Based on aggregated 13F filings for Q3 2024.