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Shoals Technologies Group

224 hedge funds and large institutions have $949M invested in Shoals Technologies Group in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $2.52M

2.41% more ownership

Funds ownership: 100.46%102.87% (+2.4%)

1% more capital invested

Capital invested by funds: $938M → $949M (+$11.2M)

5% less funds holding

Funds holding: 236224 (-12)

11% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 82

14% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 50

Holders
224
Holders Change
-12
Holders Change %
-5.08%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
73
Reduced
82
Closed
50
Calls
$11.4M
Puts
$2.52M
Net Calls
+$8.85M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$1.12M -$205K -40,453 -17%
MIC
77
Maxi Investments CY
Cyprus
$1.11M -$761K -150,000 -43%
KBC Group
78
KBC Group
Belgium
$1.09M
Legal & General Group
79
Legal & General Group
United Kingdom
$1.03M +$16.4K +3,236 +2%
AG
80
Algert Global
California
$1.01M -$106K -20,801 -10%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$989K -$2.79M -550,431 -75%
Citigroup
82
Citigroup
New York
$965K +$133K +26,114 +18%
RA
83
Royce & Associates
New York
$940K +$863K +170,000 New
Victory Capital Management
84
Victory Capital Management
Texas
$940K +$669K +131,718 +344%
American Century Companies
85
American Century Companies
Missouri
$930K +$409K +80,624 +92%
Comerica Bank
86
Comerica Bank
Texas
$899K +$349K +68,725 +73%
SLAM
87
Swiss Life Asset Management
$885K +$275K +54,255 +51%
LOAMS
88
Lombard Odier Asset Management (Switzerland)
Switzerland
$865K
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$863K -$25.9K -5,098 -3%
Credit Agricole
90
Credit Agricole
France
$844K -$22.7K -4,464 -3%
Jane Street
91
Jane Street
New York
$821K -$2.93M -576,409 -80%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$764K +$487K +95,875 +227%
VanEck Associates
93
VanEck Associates
New York
$708K -$18.6K -3,662 -3%
SSA
94
Schonfeld Strategic Advisors
New York
$684K +$411K +80,911 +189%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$683K +$103K +20,263 +20%
Allianz Asset Management
96
Allianz Asset Management
Germany
$680K -$115K -22,600 -16%
IMC Chicago
97
IMC Chicago
Illinois
$649K +$133K +26,125 +29%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$623K -$149K -29,400 -21%
Fuller & Thaler Asset Management
99
Fuller & Thaler Asset Management
California
$616K +$565K +111,370 New
RS
100
Robeco Schweiz
Switzerland
$608K

SHLS Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2024, worth a combined $949M — up 1.2% from $938M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SHLS and 43 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $23.7M. The largest seller was JP Morgan Chase, cutting an estimated $23.3M.

  • 224 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2024, down from 236 in Q3 2024.
  • Funds reported $949M of Shoals Technologies Group stock for Q4 2024, up 1.2% quarter-over-quarter.
  • 43 funds opened new Shoals Technologies Group positions in Q4 2024 and 50 closed out, a net change of -7 holders.
  • The largest Shoals Technologies Group buyer in Q4 2024 was BlackRock, an estimated $23.7M added.
  • The largest Shoals Technologies Group seller in Q4 2024 was JP Morgan Chase, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.