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Shoals Technologies Group

209 hedge funds and large institutions have $1.94B invested in Shoals Technologies Group in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $8.71M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

6% more funds holding

Funds holding: 198209 (+11)

5.42% more ownership

Funds ownership: 99.39%104.81% (+5.4%)

2% more capital invested

Capital invested by funds: $1.9B → $1.94B (+$33.5M)

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
76
Reduced
58
Closed
37
Calls
$18.3M
Puts
$8.71M
Net Calls
+$9.57M
Net Calls Change
+$838K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$5.45M
DZ Bank
52
DZ Bank
Germany
$5.35M +$4.48M +303,523 +1,445%
KBC Group
53
KBC Group
Belgium
$5.29M +$2.21M +149,678 +87%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$5.1M -$433K -29,310 -9%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$4.79M +$2.22M +150,596 +108%
CIC
56
Carnegie Investment Counsel
Ohio
$4.17M -$118K -8,000 -3%
Credit Agricole
57
Credit Agricole
France
$4.12M
Swiss National Bank
58
Swiss National Bank
Switzerland
$4.06M
SLAM
59
Swiss Life Asset Management
$4.02M +$3.14M +212,420 +692%
M
60
Mirova
France
$3.83M +$2.48M +167,848 +261%
Principal Financial Group
61
Principal Financial Group
Iowa
$3.8M +$3.26M +220,700 +2,188%
GCM
62
Graham Capital Management
Connecticut
$3.77M +$3.13M +212,113 +1,248%
NIMI
63
Natixis Investment Managers International
France
$3.58M +$2.26M +152,829 +238%
Bank of America
64
Bank of America
North Carolina
$3.51M -$2.48M -167,964 -44%
EAM
65
Eagle Asset Management
Florida
$3.46M -$14K -949 -0.5%
SMDAM
66
Sumitomo Mitsui DS Asset Management
Japan
$3.44M -$1.01M -68,705 -25%
Mackenzie Financial
67
Mackenzie Financial
Ontario, Canada
$2.86M +$2.56M +173,303 New
SAM
68
Storebrand Asset Management
Norway
$2.85M +$572K +38,716 +29%
SCM
69
SIR Capital Management
New York
$2.81M -$1.14M -77,016 -31%
Macquarie Group
70
Macquarie Group
Australia
$2.53M +$2.21M +149,477 +3,451%
AllianceBernstein
71
AllianceBernstein
Tennessee
$2.45M +$1.36M +92,238 +163%
Verition Fund Management
72
Verition Fund Management
Connecticut
$2.43M +$1.77M +119,689 +431%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$2.25M +$41.3K +2,800 +2%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$2.17M +$749K +50,766 +63%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$2.09M +$167K +11,284 +10%

SHLS Hedge Fund Activity: Q2 2022 in Review

209 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q2 2022, worth a combined $1.94B — up 1.8% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SHLS positions and 37 closed out — a net gain of 16 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $79.6M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $59.1M sold.

  • 209 institutional investors held Shoals Technologies Group (SHLS) as of Q2 2022, up from 198 in Q1 2022.
  • Funds reported $1.94B of Shoals Technologies Group stock for Q2 2022, up 1.8% quarter-over-quarter.
  • 53 funds opened new Shoals Technologies Group positions in Q2 2022 and 37 closed out, a net change of +16 holders.
  • The largest Shoals Technologies Group buyer in Q2 2022 was William Blair Investment Management, an estimated $79.6M added.
  • The largest Shoals Technologies Group seller in Q2 2022 was Capital Research Global Investors, an estimated $59.1M sold.

Based on aggregated 13F filings for Q2 2022.