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Shoals Technologies Group
SHLS

290 hedge funds and large institutions have $3.08B invested in Shoals Technologies Group in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 90 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $27.4M | Put options by funds: $8.95M

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

39% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 90

6.38% more ownership

Funds ownership: 110.2% → 116.58% (+6.4%)

3% less funds holding

Funds holding: 300 → 290 (-10)

10% less capital invested

Capital invested by funds: $3.42B → $3.08B (-$341M)

12% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 57

Holders
290
Holders Change
-10
Holders Change %
-3.33%
% of All Funds
4.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
50
Increased
125
Reduced
90
Closed
57
Calls
$27.4M
Puts
$8.95M
Net Calls
+$18.5M
Net Calls Change
+$2.96M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$43.4M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$41.9M
3
BlackRock
BlackRock
New York
+$39.5M
4
Millennium Management
Millennium Management
New York
+$36.6M
5
ECA
Encompass Capital Advisors
New York
+$36.3M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$71M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$43M
3
EAM
Eventide Asset Management
Massachusetts
-$42.6M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$36.3M
5
Artisan Partners
Artisan Partners
Wisconsin
-$30.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
101
Aquatic Capital Management
Illinois
$2.36M +$2M +132,400 +682%
SSA
102
Schonfeld Strategic Advisors
New York
$2.2M +$2.14M +141,278 New
Lazard Asset Management
103
Lazard Asset Management
New York
$2.15M +$2.05M +135,591 +4,906%
Wells Fargo
104
Wells Fargo
California
$2.15M +$119K +7,857 +6%
CSCSIM
105
Clear Sky Carbon Solutions Investment Management
Texas
$2.12M +$441K +29,151 +27%
RA
106
Royce & Associates
New York
$2.07M +$227K +15,000 +13%
CG
107
Covalis (Gibraltar)
Gibraltar
$2.06M +$2M +132,285 New
N
108
Natixis
France
$2M +$1.95M +128,590 New
EIM
109
Essex Investment Management
Massachusetts
$1.96M -$178K -11,784 -9%
SMDAM
110
Sumitomo Mitsui DS Asset Management
Japan
$1.93M -$3.12M -206,229 -62%
Asset Management One
111
Asset Management One
Japan
$1.87M +$604K +39,943 +51%
VFM
112
Viking Fund Management
North Dakota
$1.86M +$393K +26,000 +28%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.8M -$8.75M -577,983 -83%
SAM
114
Sycomore Asset Management
France
$1.8M -$87.8K -5,799 -5%
AQR Capital Management
115
AQR Capital Management
Connecticut
$1.79M -$10.2K -672 -0.6%
LSA
116
Leonteq Securities AG
Switzerland
$1.69M +$569K +37,588 +53%
RC
117
Renaissance Capital
Connecticut
$1.69M +$344K +22,727 +26%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$1.62M +$252K +16,631 +19%
SCM
119
Shelton Capital Management
Colorado
$1.56M +$2.85K +188 +0.2%
SAM
120
Stansberry Asset Management
Texas
$1.56M -$456K -30,155 -23%
MS
121
Maven Securities
Jersey
$1.55M +$1.51M +100,000 New
LOAMS
122
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.55M +$298K +19,702 +25%
AG
123
Algert Global
California
$1.54M +$1.17M +77,501 +357%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$1.5M -$483K -31,924 -25%
MF
125
Magnetar Financial
Illinois
$1.49M +$1.17M +77,359 +412%
3 4
5
6 7

SHLS Hedge Fund Activity: Q4 2023 in Review

290 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2023, worth a combined $3.08B — down 10% from $3.42B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of SHLS and 50 opened new positions — a net loss of 7 holders — while 90 trimmed existing stakes and 125 added.

The largest buyer was Wellington Management Group, adding an estimated $43.4M. The largest seller was AllianceBernstein, cutting an estimated $71M.

  • 290 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2023, down from 300 in Q3 2023.
  • Funds reported $3.08B of Shoals Technologies Group stock for Q4 2023, down 10% quarter-over-quarter.
  • 50 funds opened new Shoals Technologies Group positions in Q4 2023 and 57 closed out, a net change of -7 holders.
  • The largest Shoals Technologies Group buyer in Q4 2023 was Wellington Management Group, an estimated $43.4M added.
  • The largest Shoals Technologies Group seller in Q4 2023 was AllianceBernstein, an estimated $71M sold.

Based on aggregated 13F filings for Q4 2023.