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Shoals Technologies Group

248 hedge funds and large institutions have $1.22B invested in Shoals Technologies Group in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $12.1M

19% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 84

2.79% less ownership

Funds ownership: 117.15%114.36% (-2.8%)

11% less funds holding

Funds holding: 278248 (-30)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

41% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 71

46% less capital invested

Capital invested by funds: $2.23B → $1.22B (-$1.02B)

Holders
248
Holders Change
-30
Holders Change %
-10.79%
% of All Funds
3.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
100
Reduced
84
Closed
71
Calls
$14.8M
Puts
$12.1M
Net Calls
+$2.79M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$4.25M -$283K -35,436 -5%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$4.17M -$4.76M -596,265 -47%
DRP
53
Decade Renewable Partners
Texas
$4.04M +$375K +46,990 +8%
JFG
54
Jefferies Financial Group
New York
$3.74M +$4.78M +598,857 New
Tudor Investment Corp
55
Tudor Investment Corp
Connecticut
$3.68M +$4.71M +590,106 New
CCS
56
Concentric Capital Strategies
Connecticut
$3.51M +$4.49M +562,532 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
57
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.38M +$844K +105,797 +24%
KBC Group
58
KBC Group
Belgium
$3.3M +$123K +15,441 +3%
MIC
59
Maxi Investments CY
Cyprus
$3.12M +$3.99M +500,000 New
N
60
Nuveen
North Carolina
$3.02M +$202K +25,309 +6%
Assenagon Asset Management
61
Assenagon Asset Management
Luxembourg
$2.99M +$3.62M +453,543 +1,797%
SAM
62
Storebrand Asset Management
Norway
$2.82M +$1.23M +154,144 +52%
UBS Group
63
UBS Group
Switzerland
$2.67M -$4.63M -580,923 -58%
AA
64
ALPS Advisors
Colorado
$2.61M -$306K -38,300 -8%
CS
65
Candriam SCA
Luxembourg
$2.38M
Credit Agricole
66
Credit Agricole
France
$2.2M +$529K +66,282 +23%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$2.18M +$2.79M +350,000 New
TD Asset Management
68
TD Asset Management
Ontario, Canada
$2.12M
Swiss National Bank
69
Swiss National Bank
Switzerland
$2.09M
Jane Street
70
Jane Street
New York
$2.07M -$131K -16,403 -5%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$1.99M +$215K +26,973 +9%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$1.93M -$2.51M -315,151 -50%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$1.8M +$180K +22,500 +8%
CC
74
Centiva Capital
New York
$1.79M +$1.69M +211,704 +284%
Deutsche Bank
75
Deutsche Bank
Germany
$1.61M -$95.3K -11,947 -4%

SHLS Hedge Fund Activity: Q2 2024 in Review

248 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q2 2024, worth a combined $1.22B — down 46% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of SHLS and 42 opened new positions — a net loss of 29 holders — while 84 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $27.8M. The largest seller was William Blair Investment Management, cutting an estimated $66.4M.

  • 248 institutional investors held Shoals Technologies Group (SHLS) as of Q2 2024, down from 278 in Q1 2024.
  • Funds reported $1.22B of Shoals Technologies Group stock for Q2 2024, down 46% quarter-over-quarter.
  • 42 funds opened new Shoals Technologies Group positions in Q2 2024 and 71 closed out, a net change of -29 holders.
  • The largest Shoals Technologies Group buyer in Q2 2024 was BlackRock, an estimated $27.8M added.
  • The largest Shoals Technologies Group seller in Q2 2024 was William Blair Investment Management, an estimated $66.4M sold.

Based on aggregated 13F filings for Q2 2024.