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Shoals Technologies Group

155 hedge funds and large institutions have $3.82B invested in Shoals Technologies Group in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

753% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $4.89M

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

28% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 36

24% more capital invested

Capital invested by funds: $3.08B → $3.82B (+$743M)

20.53% more ownership

Funds ownership: 94.67%115.2% (+21%)

6% more funds holding

Funds holding: 146155 (+9)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
56
Reduced
40
Closed
36
Calls
$41.7M
Puts
$4.89M
Net Calls
+$36.8M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$5.36M -$111K -3,675 -2%
Franklin Resources
52
Franklin Resources
California
$5.26M +$2.29M +75,990 +105%
UBS Group
53
UBS Group
Switzerland
$4.22M -$689K -22,840 -16%
Vontobel Holding
54
Vontobel Holding
Switzerland
$4.16M +$3.65M +121,001 New
1832 Asset Management
55
1832 Asset Management
Ontario, Canada
$4.16M +$3.66M +121,191 New
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$4.07M +$3.46M +114,562 New
State of New Jersey Common Pension Fund D
57
State of New Jersey Common Pension Fund D
New Jersey
$4.04M +$3.44M +113,894 New
Jennison Associates
58
Jennison Associates
New York
$3.92M +$46.8K +1,553 +1%
GPGA
59
Grandeur Peak Global Advisors
Utah
$3.67M +$1.39M +46,200 +81%
Victory Capital Management
60
Victory Capital Management
Texas
$3.52M +$2.62M +86,831 +697%
GGHC
61
Gilder Gagnon Howe & Co
New York
$3.48M +$19.9K +661 +0.7%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$3.03M -$55.7K -1,848 -2%
First Trust Advisors
63
First Trust Advisors
Illinois
$2.86M +$2.43M +80,630 New
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.65M -$1.58M -52,518 -41%
SCA
65
Salient Capital Advisors
Texas
$2.47M +$28.1K +931 +1%
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$2.45M -$191K -6,321 -8%
CS
67
Credit Suisse
Switzerland
$2.21M +$1.88M +62,300 New
Holocene Advisors
68
Holocene Advisors
New York
$2.16M +$245K +8,123 +15%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$2.04M +$1.73M +57,500 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$2.02M +$1.25M +41,443 +270%
MIM
71
Merewether Investment Management
Texas
$1.95M -$15.6M -515,919 -90%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.91M +$102K +3,392 +7%
LP
73
LMR Partners
United Kingdom
$1.69M +$1.43M +47,545 New
CF
74
CNA Financial
Illinois
$1.49M -$4.16K -138 -0.3%
HIIFS
75
Harel Insurance Investments & Financial Services
Israel
$1.43M +$1.22M +40,316 New

SHLS Hedge Fund Activity: Q2 2021 in Review

155 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q2 2021, worth a combined $3.82B — up 24% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SHLS positions and 36 closed out — a net gain of 10 holders — while 56 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was Fidelity Investments, cutting an estimated $234M.

  • 155 institutional investors held Shoals Technologies Group (SHLS) as of Q2 2021, up from 146 in Q1 2021.
  • Funds reported $3.82B of Shoals Technologies Group stock for Q2 2021, up 24% quarter-over-quarter.
  • 46 funds opened new Shoals Technologies Group positions in Q2 2021 and 36 closed out, a net change of +10 holders.
  • The largest Shoals Technologies Group buyer in Q2 2021 was BlackRock, an estimated $190M added.
  • The largest Shoals Technologies Group seller in Q2 2021 was Fidelity Investments, an estimated $234M sold.

Based on aggregated 13F filings for Q2 2021.