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Shoals Technologies Group

224 hedge funds and large institutions have $949M invested in Shoals Technologies Group in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $2.52M

2.41% more ownership

Funds ownership: 100.46%102.87% (+2.4%)

1% more capital invested

Capital invested by funds: $938M → $949M (+$11.2M)

5% less funds holding

Funds holding: 236224 (-12)

11% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 82

14% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 50

Holders
224
Holders Change
-12
Holders Change %
-5.08%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
73
Reduced
82
Closed
50
Calls
$11.4M
Puts
$2.52M
Net Calls
+$8.85M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$9.37M +$71.9K +14,159 +0.8%
JP Morgan Chase
27
JP Morgan Chase
New York
$9.13M -$23.3M -4,587,158 -74%
GIM
28
Goodlander Investment Management
Texas
$8.29M +$7.61M +1,500,000 New
MGP
29
M&G plc
United Kingdom
$7.03M -$163K -32,205 -3%
Charles Schwab
30
Charles Schwab
California
$6.75M -$873K -172,023 -12%
UBS Group
31
UBS Group
Switzerland
$6.46M +$3.7M +729,828 +167%
ACM
32
Arosa Capital Management
Florida
$6.2M +$1.38M +271,616 +32%
UM
33
UniSuper Management
Australia
$5.88M -$682K -134,300 -11%
BNP Paribas Asset Management
34
BNP Paribas Asset Management
France
$4.88M +$4.48M +882,472 New
DnB Asset Management
35
DnB Asset Management
Norway
$4.77M +$916K +180,419 +26%
KIM
36
Kestrel Investment Management
California
$4.71M
Squarepoint
37
Squarepoint
New York
$4.51M -$357K -70,358 -8%
CCM
38
Callodine Capital Management
Massachusetts
$4.42M +$4.06M +800,000 New
First Trust Advisors
39
First Trust Advisors
Illinois
$3.87M +$560K +110,292 +19%
DS
40
DRW Securities
Illinois
$3.83M +$3.51M +692,349 New
N
41
Nuveen
North Carolina
$3.68M +$921K +181,444 +37%
Two Sigma Investments
42
Two Sigma Investments
New York
$3.64M +$963K +189,754 +41%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$3.62M -$41.5K -8,170 -1%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$3.11M +$2.85M +561,811 New
Bank of New York Mellon
45
Bank of New York Mellon
New York
$3.09M +$167K +32,908 +6%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$3.04M -$4.66M -918,007 -63%
Bank of America
47
Bank of America
North Carolina
$2.94M -$1.95M -383,851 -42%
FGP
48
Freestone Grove Partners
California
$2.89M +$2.66M +523,462 New
SAM
49
Storebrand Asset Management
Norway
$2.89M +$121K +23,827 +5%
UBS AM
50
UBS AM
Illinois
$2.65M +$285K +56,176 +13%

SHLS Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2024, worth a combined $949M — up 1.2% from $938M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SHLS and 43 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $23.7M. The largest seller was JP Morgan Chase, cutting an estimated $23.3M.

  • 224 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2024, down from 236 in Q3 2024.
  • Funds reported $949M of Shoals Technologies Group stock for Q4 2024, up 1.2% quarter-over-quarter.
  • 43 funds opened new Shoals Technologies Group positions in Q4 2024 and 50 closed out, a net change of -7 holders.
  • The largest Shoals Technologies Group buyer in Q4 2024 was BlackRock, an estimated $23.7M added.
  • The largest Shoals Technologies Group seller in Q4 2024 was JP Morgan Chase, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.