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Shoals Technologies Group
SHLS

170 hedge funds and large institutions have $3.09B invested in Shoals Technologies Group in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 25 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $4.97M

236% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 25

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

10% more funds holding

Funds holding: 155 → 170 (+15)

8.77% less ownership

Funds ownership: 115.2% → 106.44% (-8.8%)

19% less capital invested

Capital invested by funds: $3.82B → $3.09B (-$737M)

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
84
Reduced
25
Closed
30
Calls
$17.3M
Puts
$4.97M
Net Calls
+$12.3M
Net Calls Change
-$24.5M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$113M
2
Ameriprise
Ameriprise
Minnesota
+$47M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$43.1M
4
First Trust Advisors
First Trust Advisors
Illinois
+$26.4M
5
Wells Fargo
Wells Fargo
California
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
-$177M
2
ZP
Zimmer Partners
New York
-$52.8M
3
SCM
Segantii Capital Management
Hong Kong
-$26.6M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$26.2M
5
ClearBridge Investments
ClearBridge Investments
New York
-$23.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
76
Picton Mahoney Asset Management
Ontario, Canada
$1.59M +$1.77M +57,100 New
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.59M +$105K +3,390 +6%
KBC Group
78
KBC Group
Belgium
$1.55M +$1.73M +55,763 New
PPA
79
Parametric Portfolio Associates
Washington
$1.36M +$556K +17,911 +58%
Deutsche Bank
80
Deutsche Bank
Germany
$1.36M +$1.31M +42,284 +663%
VanEck Associates
81
VanEck Associates
New York
$1.33M +$519K +16,702 +54%
LP
82
LMR Partners
United Kingdom
$1.33M – – –
HIIFS
83
Harel Insurance Investments & Financial Services
Israel
$1.26M +$150K +4,837 +12%
Verition Fund Management
84
Verition Fund Management
Connecticut
$1.26M +$1.4M +45,075 New
BFM
85
Boothbay Fund Management
New York
$1.21M +$1.35M +43,378 New
Jane Street
86
Jane Street
New York
$1.17M +$1.1M +35,469 +545%
CF
87
CNA Financial
Illinois
$1.17M – – –
SAM
88
Storebrand Asset Management
Norway
$1.14M +$199K +6,404 +18%
NAMA
89
Nikko Asset Management Americas
New York
$1.1M +$169K +5,445 +16%
Wellington Management Group
90
Wellington Management Group
Massachusetts
$1.1M +$149K +4,793 +14%
SSA
91
Schonfeld Strategic Advisors
New York
$1.06M +$1.19M +38,167 New
M
92
Mirova
France
$1.04M +$600K +19,323 +107%
Treasurer of the State of North Carolina
93
Treasurer of the State of North Carolina
North Carolina
$1.03M +$184K +5,919 +19%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.02M -$628K -20,211 -36%
SG Americas Securities
95
SG Americas Securities
New York
$969K +$887K +28,552 +460%
E
96
Ergoteles
New York
$967K +$1.08M +34,700 New
APP
97
Alpha Paradigm Partners
Illinois
$941K +$1.05M +33,738 New
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$877K +$75.2K +2,421 +8%
VFM
99
Viking Fund Management
North Dakota
$753K – – –
DTL
100
Dynamic Technology Lab
Singapore
$743K +$828K +26,649 New
2 3
4
5 6

SHLS Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q3 2021, worth a combined $3.09B — down 19% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SHLS positions and 30 closed out — a net gain of 16 holders — while 84 added to existing stakes and 25 trimmed.

The largest buyer was Capital World Investors, adding an estimated $113M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $177M sold.

  • 170 institutional investors held Shoals Technologies Group (SHLS) as of Q3 2021, up from 155 in Q2 2021.
  • Funds reported $3.09B of Shoals Technologies Group stock for Q3 2021, down 19% quarter-over-quarter.
  • 46 funds opened new Shoals Technologies Group positions in Q3 2021 and 30 closed out, a net change of +16 holders.
  • The largest Shoals Technologies Group buyer in Q3 2021 was Capital World Investors, an estimated $113M added.
  • The largest Shoals Technologies Group seller in Q3 2021 was Oaktree Capital Management, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2021.