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Shoals Technologies Group

278 hedge funds and large institutions have $2.23B invested in Shoals Technologies Group in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $8.82M

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

0.57% more ownership

Funds ownership: 116.58%117.15% (+0.57%)

4% less funds holding

Funds holding: 290278 (-12)

21% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 53

27% less capital invested

Capital invested by funds: $3.08B → $2.23B (-$846M)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
278
Holders Change
-12
Holders Change %
-4.14%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
42
Increased
104
Reduced
98
Closed
53
Calls
$14.9M
Puts
$8.82M
Net Calls
+$6.04M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RGC
51
Redwood Grove Capital
California
$7.74M +$9.52M +692,400 New
VOYA Investment Management
52
VOYA Investment Management
Georgia
$6.98M -$168K -12,249 -2%
DRP
53
Decade Renewable Partners
Texas
$6.71M +$1.06M +76,785 +15%
Citigroup
54
Citigroup
New York
$6.11M +$6.74M +489,897 +863%
TI
55
Trexquant Investment
Connecticut
$6.08M +$2.36M +171,530 +46%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$5.87M +$1.79M +130,434 +59%
KBC Group
57
KBC Group
Belgium
$5.74M +$24.9K +1,812 +0.4%
KCM
58
Kornitzer Capital Management
Kansas
$5.61M -$5.52M -401,605 -44%
BAMCO Inc
59
BAMCO Inc
New York
$5.59M -$17.9M -1,300,000 -72%
UBS AM
60
UBS AM
Illinois
$5.57M -$1.58M -115,108 -19%
ICM
61
Invenomic Capital Management
Massachusetts
$5.52M +$6.79M +493,779 New
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$5.28M +$6.05M +439,762 +1,371%
N
63
Nuveen
North Carolina
$5.13M -$8.45M -614,680 -57%
AA
64
ALPS Advisors
Colorado
$5.1M -$1.83M -133,215 -23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
65
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.88M +$825K +59,967 +16%
CSS
66
Cubist Systematic Strategies
Connecticut
$4.7M +$474K +34,485 +9%
GIM
67
Granahan Investment Management
Massachusetts
$4.3M +$1.24M +90,302 +31%
Allspring Global Investments
68
Allspring Global Investments
North Carolina
$4.29M -$12.3M -896,892 -70%
CS
69
Candriam SCA
Luxembourg
$4.27M
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$4.2M +$3.56M +259,183 +223%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$4.18M -$42.2K -3,067 -0.8%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$4.03M -$11.9M -862,379 -71%
CS
73
Credit Suisse
Switzerland
$3.98M +$89.4K +6,500 +2%
TC
74
TwinBeech Capital
New York
$3.9M +$374K +27,220 +8%
Jane Street
75
Jane Street
New York
$3.89M +$1.02M +74,315 +27%

SHLS Hedge Fund Activity: Q1 2024 in Review

278 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q1 2024, worth a combined $2.23B — down 27% from $3.08B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of SHLS and 42 opened new positions — a net loss of 11 holders — while 98 trimmed existing stakes and 104 added.

The largest buyer was William Blair Investment Management, adding an estimated $58.6M. The largest seller was Millennium Management, cutting an estimated $37.8M.

  • 278 institutional investors held Shoals Technologies Group (SHLS) as of Q1 2024, down from 290 in Q4 2023.
  • Funds reported $2.23B of Shoals Technologies Group stock for Q1 2024, down 27% quarter-over-quarter.
  • 42 funds opened new Shoals Technologies Group positions in Q1 2024 and 53 closed out, a net change of -11 holders.
  • The largest Shoals Technologies Group buyer in Q1 2024 was William Blair Investment Management, an estimated $58.6M added.
  • The largest Shoals Technologies Group seller in Q1 2024 was Millennium Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2024.