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Shoals Technologies Group

198 hedge funds and large institutions have $1.9B invested in Shoals Technologies Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 86 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5M

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

95% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 44

16% more funds holding

Funds holding: 171198 (+27)

9.2% less ownership

Funds ownership: 108.59%99.39% (-9.2%)

31% less capital invested

Capital invested by funds: $2.75B → $1.9B (-$845M)

Holders
198
Holders Change
+27
Holders Change %
+15.79%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
55
Increased
86
Reduced
44
Closed
27
Calls
$13.7M
Puts
$5M
Net Calls
+$8.73M
Net Calls Change
+$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
51
Sumitomo Mitsui DS Asset Management
Japan
$4.72M +$1.38M +79,920 +40%
CIC
52
Carnegie Investment Counsel
Ohio
$4.45M -$624K -36,000 -12%
PPA
53
Parametric Portfolio Associates
Washington
$4.31M +$3.75M +216,642 +600%
Credit Agricole
54
Credit Agricole
France
$4.26M
SCM
55
SIR Capital Management
New York
$4.22M +$4.29M +247,456 New
Swiss National Bank
56
Swiss National Bank
Switzerland
$4.2M +$307K +17,700 +8%
RC
57
Roubaix Capital
Colorado
$3.93M +$4M +230,705 New
EAM
58
Eagle Asset Management
Florida
$3.59M -$112K -6,444 -3%
Adage Capital Partners
59
Adage Capital Partners
Massachusetts
$3.41M +$3.46M +200,000 New
KBC Group
60
KBC Group
Belgium
$2.92M +$766K +44,254 +35%
CI
61
Cambiar Investors
Colorado
$2.6M +$2.64M +152,493 New
CS
62
Credit Suisse
Switzerland
$2.44M +$314K +18,110 +15%
TC
63
TwinBeech Capital
New York
$2.41M +$2.45M +141,322 New
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$2.38M +$1.64M +94,656 +210%
Vontobel Holding
65
Vontobel Holding
Switzerland
$2.32M +$94.7K +5,467 +4%
Holocene Advisors
66
Holocene Advisors
New York
$2.31M +$2.35M +135,681 New
SAM
67
Storebrand Asset Management
Norway
$2.29M +$282K +16,289 +14%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$2.28M -$196K -11,342 -8%
Wells Fargo
69
Wells Fargo
California
$2.23M -$334K -19,307 -13%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$2.1M -$10.1K -582 -0.5%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$2.08M -$679K -39,214 -25%
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$2.06M +$2.1M +121,197 New
Osaic Holdings
73
Osaic Holdings
Arizona
$1.98M +$1.26M +73,019 +7,945%
Voloridge Investment Management
74
Voloridge Investment Management
Florida
$1.97M +$2M +115,464 New
Squarepoint
75
Squarepoint
New York
$1.85M +$1.45M +83,946 +337%

SHLS Hedge Fund Activity: Q1 2022 in Review

198 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q1 2022, worth a combined $1.9B — down 31% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SHLS positions and 27 closed out — a net gain of 28 holders — while 86 added to existing stakes and 44 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $31.1M. The largest seller was Capital World Investors, cutting an estimated $120M.

  • 198 institutional investors held Shoals Technologies Group (SHLS) as of Q1 2022, up from 171 in Q4 2021.
  • Funds reported $1.9B of Shoals Technologies Group stock for Q1 2022, down 31% quarter-over-quarter.
  • 55 funds opened new Shoals Technologies Group positions in Q1 2022 and 27 closed out, a net change of +28 holders.
  • The largest Shoals Technologies Group buyer in Q1 2022 was Capital Research Global Investors, an estimated $31.1M added.
  • The largest Shoals Technologies Group seller in Q1 2022 was Capital World Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.