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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$455K -$843K -27,953 -68%
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$415K +$353K +11,700 New
PSP
103
Principal Street Partners
Tennessee
$404K -$541K -17,948 -61%
Dimensional Fund Advisors
104
Dimensional Fund Advisors
Texas
$404K -$9.35K -310 -3%
SAM
105
Shell Asset Management
Netherlands
$396K +$336K +11,141 New
OMC
106
Old Mission Capital
Illinois
$393K +$334K +11,075 New
EA
107
Emerald Advisers
Pennsylvania
$370K -$132K -4,380 -30%
ACI
108
AMP Capital Investors
Australia
$354K +$301K +9,974 New
TRCT
109
Tower Research Capital (TRC)
New York
$326K +$210K +6,949 +310%
Legal & General Group
110
Legal & General Group
United Kingdom
$318K +$101K +3,335 +59%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$316K +$29.1K +966 +12%
SIGI
112
Susquehanna International Group (Ireland)
Ireland
$308K +$262K +8,675 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
113
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$300K -$308K -10,203 -55%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$293K +$103K +3,427 +71%
M&T Bank
115
M&T Bank
New York
$281K +$64.3K +2,131 +37%
XT
116
XTX Topco
Cayman Islands
$264K +$224K +7,438 New
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$260K +$221K +7,330 New
Principal Financial Group
118
Principal Financial Group
Iowa
$255K -$3.25M -107,691 -94%
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$254K -$18.6K -618 -8%
MSRPS
120
Maryland State Retirement & Pension System
Maryland
$246K
Jane Street
121
Jane Street
New York
$231K -$3.92M -130,088 -95%
Deutsche Bank
122
Deutsche Bank
Germany
$227K -$2.46M -81,711 -93%
SG Americas Securities
123
SG Americas Securities
New York
$220K -$501K -16,613 -73%
Wolverine Trading
124
Wolverine Trading
Illinois
$211K -$154K -5,113 -46%
Federated Hermes
125
Federated Hermes
Pennsylvania
$178K -$151K -5,000 -50%

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.