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Shoals Technologies Group

171 hedge funds and large institutions have $2.75B invested in Shoals Technologies Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $8.57M | Put options by funds: $3.96M

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

2.15% more ownership

Funds ownership: 106.44%108.59% (+2.2%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% more funds holding

Funds holding: 170171 (+1)

11% less capital invested

Capital invested by funds: $3.09B → $2.75B (-$338M)

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
74
Reduced
48
Closed
32
Calls
$8.57M
Puts
$3.96M
Net Calls
+$4.61M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
101
Squarepoint
New York
$606K +$177K +6,149 +33%
VIA
102
Vident Investment Advisory
Georgia
$604K +$229K +7,971 +47%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$582K +$222K +7,706 +49%
CF
104
CNA Financial
Illinois
$564K -$537K -18,663 -45%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$553K -$1.44K -50 -0.2%
CSS
106
Cubist Systematic Strategies
Connecticut
$549K +$280K +9,740 +76%
PCM
107
Prelude Capital Management
New York
$512K +$606K +21,083 New
LPL Financial
108
LPL Financial
California
$508K +$16.6K +577 +3%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$496K +$186K +6,458 +46%
EMG
110
ETF Managers Group
New Jersey
$486K +$26.8K +933 +5%
Handelsbanken Fonder
111
Handelsbanken Fonder
Sweden
$476K +$564K +19,600 New
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$468K
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$464K +$549K +19,090 New
AB
114
Amalgamated Bank
New York
$455K +$5.18K +180 +1%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$440K +$263K +9,140 +102%
Dimensional Fund Advisors
116
Dimensional Fund Advisors
Texas
$424K -$12.8K -445 -2%
Renaissance Technologies
117
Renaissance Technologies
New York
$423K +$500K +17,400 New
VF
118
Virtu Financial
New York
$422K +$197K +6,840 +65%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$416K +$31.3K +1,088 +7%
PFS
120
Prospera Financial Services
Texas
$369K -$127K -4,422 -23%
SM
121
Sciencast Management
New Jersey
$361K +$459K +15,945 New
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$345K +$149K +5,172 +57%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$331K +$19.2K +666 +5%
CAM
124
Cidel Asset Management
Ontario, Canada
$302K +$357K +12,422 New
VFA
125
Values First Advisors
Tennessee
$296K +$350K +12,182 New

SHLS Hedge Fund Activity: Q4 2021 in Review

171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2021, worth a combined $2.75B — down 11% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SHLS positions and 32 closed out — a net gain of 2 holders — while 74 added to existing stakes and 48 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $43.1M. The largest seller was AllianceBernstein, cutting an estimated $106M.

  • 171 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $2.75B of Shoals Technologies Group stock for Q4 2021, down 11% quarter-over-quarter.
  • 34 funds opened new Shoals Technologies Group positions in Q4 2021 and 32 closed out, a net change of +2 holders.
  • The largest Shoals Technologies Group buyer in Q4 2021 was T. Rowe Price Associates, an estimated $43.1M added.
  • The largest Shoals Technologies Group seller in Q4 2021 was AllianceBernstein, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2021.