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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
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$605K +$166K +32,676 +47%
CIM
102
Corbyn Investment Management
Maryland
$592K -$247K -48,665 -31%
BAMF
103
BI Asset Management Fondsmaeglerselskab
Denmark
$570K +$523K +103,015 New
SCM
104
Shelton Capital Management
Colorado
$555K +$51 +10 +0%
MIM
105
MetLife Investment Management
New Jersey
$551K +$4K +787 +0.8%
Wells Fargo
106
Wells Fargo
California
$538K +$145K +28,544 +42%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$536K -$12.5K -2,464 -2%
Verition Fund Management
108
Verition Fund Management
Connecticut
$529K -$10.9M -2,155,517 -96%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$517K -$279K -54,995 -37%
ECP
110
Electron Capital Partners
New York
$500K +$61K +12,013 +15%
CF
111
Corebridge Financial
Texas
$461K -$42.3K -8,326 -9%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$457K
CM
113
CoreCommodity Management
Connecticut
$450K -$3.21M -631,662 -89%
GAM
114
Gotham Asset Management
New York
$419K +$141K +27,842 +58%
SAM
115
Stansberry Asset Management
Texas
$410K -$37.7K -7,419 -9%
ProShare Advisors
116
ProShare Advisors
Maryland
$408K +$123K +24,287 +49%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$402K +$144K +28,319 +64%
BHCM
118
Brevan Howard Capital Management
Jersey
$390K +$358K +70,569 New
William Blair Investment Management
119
William Blair Investment Management
Illinois
$378K -$9.48M -1,867,411 -96%
Sumitomo Mitsui Trust Group
120
Sumitomo Mitsui Trust Group
Japan
$346K -$22.2K -4,381 -7%
IIM
121
INTECH Investment Management
Florida
$339K +$80.4K +15,847 +35%
CAM
122
Cidel Asset Management
Ontario, Canada
$326K +$299K +58,870 New
NAMA
123
Nikko Asset Management Americas
New York
$322K -$22.2K -4,381 -7%
SO
124
STRS Ohio
Ohio
$316K
Russell Investments Group
125
Russell Investments Group
United Kingdom
$301K -$496K -97,758 -64%

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.