Shoals Technologies Group
SHLS
283 hedge funds and large institutions have $3.55B invested in Shoals Technologies Group in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 115 increasing their positions, 56 reducing their positions, and 26 closing their positions.
231% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 26
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
105% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 56
48% more capital invested
Capital invested by funds: $2.4B → $3.55B (+$1.15B)
28.27% more ownership
Funds ownership: 98.96% → 127.23% (+28%)
26% more funds holding
Funds holding: 224 → 283 (+59)
33% less call options, than puts
Call options by funds: $14.8M | Put options by funds: $21.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$124M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$63.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$55M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$49.7M |
| 5 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$66.9M |
| 2 |
BNP Paribas Asset Management
Paris,
France
|
-$39.9M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$35.8M |
| 4 |
ECP
Electron Capital Partners
New York
|
-$15.1M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$14M |
SHLS Hedge Fund Activity: Q4 2022 in Review
283 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2022, worth a combined $3.55B — up 48% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new SHLS positions and 26 closed out — a net gain of 60 holders — while 115 added to existing stakes and 56 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $124M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $66.9M.
- 283 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2022, up from 224 in Q3 2022.
- Funds reported $3.55B of Shoals Technologies Group stock for Q4 2022, up 48% quarter-over-quarter.
- 86 funds opened new Shoals Technologies Group positions in Q4 2022 and 26 closed out, a net change of +60 holders.
- The largest Shoals Technologies Group buyer in Q4 2022 was AllianceBernstein, an estimated $124M added.
- The largest Shoals Technologies Group seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $66.9M sold.
Based on aggregated 13F filings for Q4 2022.