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Shoals Technologies Group

171 hedge funds and large institutions have $2.75B invested in Shoals Technologies Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $8.57M | Put options by funds: $3.96M

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

2.15% more ownership

Funds ownership: 106.44%108.59% (+2.2%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% more funds holding

Funds holding: 170171 (+1)

11% less capital invested

Capital invested by funds: $3.09B → $2.75B (-$338M)

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
74
Reduced
48
Closed
32
Calls
$8.57M
Puts
$3.96M
Net Calls
+$4.61M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
51
Sumitomo Mitsui DS Asset Management
Japan
$4.8M +$3.4M +118,105 +149%
GCM
52
Ghisallo Capital Management
Massachusetts
$4.33M
PMAM
53
Picton Mahoney Asset Management
Ontario, Canada
$3.89M +$2.96M +102,900 +180%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$3.77M +$2.05M +71,426 +85%
Wells Fargo
55
Wells Fargo
California
$3.65M -$52.5M -1,824,044 -92%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$3.53M -$451K -15,685 -10%
CCM
57
Cinctive Capital Management
New York
$3.37M +$3.52M +122,381 +759%
Aberdeen Group
58
Aberdeen Group
United Kingdom
$3.25M +$3.84M +133,549 New
KBC Group
59
KBC Group
Belgium
$3.1M +$2.06M +71,596 +128%
Vontobel Holding
60
Vontobel Holding
Switzerland
$3.07M +$839K +29,173 +31%
CS
61
Credit Suisse
Switzerland
$3.03M -$50.7K -1,762 -1%
GGHC
62
Gilder Gagnon Howe & Co
New York
$3.01M -$271K -9,435 -7%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$3M +$228K +7,945 +7%
Franklin Resources
64
Franklin Resources
California
$2.99M +$417K +14,500 +13%
SAM
65
Storebrand Asset Management
Norway
$2.86M +$2.21M +76,830 +187%
Jennison Associates
66
Jennison Associates
New York
$2.79M -$1.39M -48,322 -30%
Deutsche Bank
67
Deutsche Bank
Germany
$2.52M +$1.59M +55,179 +113%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$2.23M +$89.3K +3,106 +3%
VanEck Associates
69
VanEck Associates
New York
$2.2M +$1.24M +43,073 +91%
RJA
70
Raymond James & Associates
Florida
$2.19M -$67.3K -2,342 -3%
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$2.17M -$3.17M -110,392 -55%
Victory Capital Management
72
Victory Capital Management
Texas
$2.09M -$361K -12,568 -13%
Legal & General Group
73
Legal & General Group
United Kingdom
$2.08M +$226K +7,854 +10%
Citadel Advisors
74
Citadel Advisors
Florida
$2.08M -$226K -7,850 -8%
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$2.08M -$107K -3,733 -4%

SHLS Hedge Fund Activity: Q4 2021 in Review

171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2021, worth a combined $2.75B — down 11% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SHLS positions and 32 closed out — a net gain of 2 holders — while 74 added to existing stakes and 48 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $43.1M. The largest seller was AllianceBernstein, cutting an estimated $106M.

  • 171 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $2.75B of Shoals Technologies Group stock for Q4 2021, down 11% quarter-over-quarter.
  • 34 funds opened new Shoals Technologies Group positions in Q4 2021 and 32 closed out, a net change of +2 holders.
  • The largest Shoals Technologies Group buyer in Q4 2021 was T. Rowe Price Associates, an estimated $43.1M added.
  • The largest Shoals Technologies Group seller in Q4 2021 was AllianceBernstein, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2021.