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Shoals Technologies Group

155 hedge funds and large institutions have $3.82B invested in Shoals Technologies Group in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

753% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $4.89M

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

28% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 36

24% more capital invested

Capital invested by funds: $3.08B → $3.82B (+$743M)

20.53% more ownership

Funds ownership: 94.67%115.2% (+21%)

6% more funds holding

Funds holding: 146155 (+9)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
56
Reduced
40
Closed
36
Calls
$41.7M
Puts
$4.89M
Net Calls
+$36.8M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
76
Natixis Advisors
Massachusetts
$1.42M +$271K +8,985 +29%
Wellington Management Group
77
Wellington Management Group
Massachusetts
$1.23M +$1.05M +34,649 New
SAM
78
Storebrand Asset Management
Norway
$1.23M +$1.04M +34,626 New
Sumitomo Mitsui Trust Group
79
Sumitomo Mitsui Trust Group
Japan
$1.22M +$232K +7,704 +29%
NAMA
80
Nikko Asset Management Americas
New York
$1.17M +$232K +7,704 +29%
RJA
81
Raymond James & Associates
Florida
$1.12M +$952K +31,567 New
Treasurer of the State of North Carolina
82
Treasurer of the State of North Carolina
North Carolina
$1.1M -$51.3K -1,700 -5%
VanEck Associates
83
VanEck Associates
New York
$1.1M +$931K +30,880 New
PPA
84
Parametric Portfolio Associates
Washington
$1.09M +$928K +30,753 New
Mitsubishi UFJ Asset Management
85
Mitsubishi UFJ Asset Management
Japan
$1.03M +$876K +29,029 New
VFM
86
Viking Fund Management
North Dakota
$959K +$60.3K +2,000 +8%
SEI Investments
87
SEI Investments
Pennsylvania
$919K +$39.9K +1,322 +5%
ASRS
88
Arizona State Retirement System
Arizona
$858K +$729K +24,155 New
Citigroup
89
Citigroup
New York
$810K +$72.7K +2,410 +12%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$731K -$24.9K -824 -4%
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$683K +$581K +19,249 New
M
92
Mirova
France
$639K +$543K +18,000 New
LCM
93
Laurion Capital Management
New York
$631K -$2.48M -82,215 -82%
LPL Financial
94
LPL Financial
California
$628K +$61.7K +2,044 +13%
AB
95
Amalgamated Bank
New York
$602K +$185K +6,149 +57%
EMG
96
ETF Managers Group
New Jersey
$594K +$521K +17,275 New
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$569K +$234K +7,750 +93%
MSAM
98
Moloney Securities Asset Management
Missouri
$538K +$457K +15,150 New
SSB
99
Sandy Spring Bank
Maryland
$529K +$449K +14,900 New
EMFAT
100
Emerald Mutual Fund Advisers Trust
Pennsylvania
$492K

SHLS Hedge Fund Activity: Q2 2021 in Review

155 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q2 2021, worth a combined $3.82B — up 24% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SHLS positions and 36 closed out — a net gain of 10 holders — while 56 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $190M. The largest seller was Fidelity Investments, cutting an estimated $234M.

  • 155 institutional investors held Shoals Technologies Group (SHLS) as of Q2 2021, up from 146 in Q1 2021.
  • Funds reported $3.82B of Shoals Technologies Group stock for Q2 2021, up 24% quarter-over-quarter.
  • 46 funds opened new Shoals Technologies Group positions in Q2 2021 and 36 closed out, a net change of +10 holders.
  • The largest Shoals Technologies Group buyer in Q2 2021 was BlackRock, an estimated $190M added.
  • The largest Shoals Technologies Group seller in Q2 2021 was Fidelity Investments, an estimated $234M sold.

Based on aggregated 13F filings for Q2 2021.