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Shoals Technologies Group

289 hedge funds and large institutions have $3.95B invested in Shoals Technologies Group in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 64 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 64

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

26% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $22M

11% more capital invested

Capital invested by funds: $3.55B → $3.95B (+$401M)

2% more funds holding

Funds holding: 283289 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

23.83% less ownership

Funds ownership: 127.23%103.4% (-24%)

Holders
289
Holders Change
+6
Holders Change %
+2.12%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
44
Increased
155
Reduced
64
Closed
34
Calls
$27.8M
Puts
$22M
Net Calls
+$5.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$17.1M -$1.85M -74,966 -9%
JC
52
Joho Capital
New York
$16.8M
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$16.1M +$194K +7,877 +1%
GKIM
54
GW&K Investment Management
Massachusetts
$14.3M +$5.84M +236,617 +60%
AA
55
ALPS Advisors
Colorado
$14.3M +$6.79M +275,250 +78%
CCM
56
Cinctive Capital Management
New York
$13.7M +$7.89M +319,477 +113%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$12.6M +$1.29M +52,141 +10%
Adage Capital Partners
58
Adage Capital Partners
Massachusetts
$12.5M +$11.1M +450,000 +450%
Aberdeen Group
59
Aberdeen Group
United Kingdom
$12.4M +$3.58M +145,126 +36%
SCM
60
SIR Capital Management
New York
$12.2M +$5.18M +209,869 +64%
GPGA
61
Grandeur Peak Global Advisors
Utah
$10.9M +$982K +39,805 +9%
CS
62
Credit Suisse
Switzerland
$10.4M +$1.79M +72,602 +19%
LOAME
63
Lombard Odier Asset Management (Europe)
United Kingdom
$9.5M +$10.3M +417,056 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
64
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.44M +$2.04M +82,776 +25%
PCH
65
Polar Capital Holdings
United Kingdom
$9.37M +$10.1M +411,000 New
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$9.04M -$246K -9,949 -2%
CM
67
Cercano Management
Washington
$9.03M +$9.78M +396,222 New
Ameriprise
68
Ameriprise
Minnesota
$9.03M +$704K +28,537 +8%
LCM
69
Laurion Capital Management
New York
$8.94M +$9.68M +392,157 New
SEI Investments
70
SEI Investments
Pennsylvania
$8.86M +$7.43M +300,907 +343%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$8.46M -$1.02M -41,510 -10%
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$8.44M -$6.97M -282,240 -43%
DCM
73
Driehaus Capital Management
Illinois
$8.28M -$47.7M -1,930,961 -84%
Swiss National Bank
74
Swiss National Bank
Switzerland
$8.24M +$938K +38,000 +12%
KBC Group
75
KBC Group
Belgium
$8.15M +$187K +7,576 +2%

SHLS Hedge Fund Activity: Q1 2023 in Review

289 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q1 2023, worth a combined $3.95B — up 11% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SHLS positions and 34 closed out — a net gain of 10 holders — while 155 added to existing stakes and 64 trimmed.

The largest buyer was Vanguard Group, adding an estimated $163M. The largest seller was Driehaus Capital Management, cutting an estimated $47.7M.

  • 289 institutional investors held Shoals Technologies Group (SHLS) as of Q1 2023, up from 283 in Q4 2022.
  • Funds reported $3.95B of Shoals Technologies Group stock for Q1 2023, up 11% quarter-over-quarter.
  • 44 funds opened new Shoals Technologies Group positions in Q1 2023 and 34 closed out, a net change of +10 holders.
  • The largest Shoals Technologies Group buyer in Q1 2023 was Vanguard Group, an estimated $163M added.
  • The largest Shoals Technologies Group seller in Q1 2023 was Driehaus Capital Management, an estimated $47.7M sold.

Based on aggregated 13F filings for Q1 2023.