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Shoals Technologies Group
SHLS

146 hedge funds and large institutions have $3.08B invested in Shoals Technologies Group in 2021 Q1 according to their latest regulatory filings, with 146 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $22M | Put options by funds: $8.74M

94.67% more ownership

Funds ownership: 0% → 94.67% (+95%)

Holders
146
Holders Change
+146
Holders Change %
–
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
146
Increased
–
Reduced
–
Closed
–
Calls
$22M
Puts
$8.74M
Net Calls
+$13.2M
Net Calls Change
+$13.2M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$418M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$371M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$356M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$264M
5
OCM
Oaktree Capital Management
California
+$176M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$32K +$32.4K +914 New
GRP
127
Global Retirement Partners
California
$30K +$30.7K +866 New
QT
128
Quantbot Technologies
New York
$24K +$24.8K +700 New
HIA
129
Harbor Investment Advisory
Maryland
$18K +$18.4K +520 New
GWM
130
Geneos Wealth Management
Colorado
$18K +$20.7K +584 New
HI
131
Harbour Investments
Wisconsin
$9K +$8.86K +250 New
PAI
132
Pittenger & Anderson Inc
Nebraska
$9K +$8.86K +250 New
NSIM
133
North Star Investment Management
Illinois
$7K +$6.63K +187 New
SPIA
134
Steward Partners Investment Advisory
New York
$6.96K +$7.08K +200 New
Cohen & Steers
135
Cohen & Steers
New York
$5K +$4.75K +134 New
AF
136
Advisornet Financial
Minnesota
$3K +$3.54K +100 New
IPW
137
IronBridge Private Wealth
Texas
$3K +$3.54K +100 New
HR
138
Howe & Rusling
New York
$2K +$1.77K +50 New
IA
139
IFP Advisors
Florida
$2K +$1.77K +50 New
TCM
140
Tradewinds Capital Management
Washington
$2K +$1.77K +50 New
TCWM
141
Total Clarity Wealth Management
Illinois
$1K +$709 +20 New
PCG
142
Private Capital Group
Connecticut
$1K +$886 +25 New
Group One Trading
143
Group One Trading
Illinois
$1K +$992 +28 New
RE
144
RBC Europe
United Kingdom
$661 +$673 +19 New
AIG
145
American International Group
New York
$40 +$40.2K +1,136 New
BCA
146
Berman Capital Advisors
Georgia
– +$142 +4 New
2 3 4 5
6

SHLS Hedge Fund Activity: Q1 2021 in Review

146 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q1 2021, worth a combined $3.08B.

Buyers outnumbered sellers: 146 funds opened new SHLS positions and 0 closed out — a net gain of 146 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $418M.

  • 146 institutional investors held Shoals Technologies Group (SHLS) as of Q1 2021, up from 0 in Q4 2020.
  • Funds reported $3.08B of Shoals Technologies Group stock for Q1 2021.
  • 146 funds opened new Shoals Technologies Group positions in Q1 2021 and 0 closed out, a net change of +146 holders.
  • The largest Shoals Technologies Group buyer in Q1 2021 was BlackRock, an estimated $418M added.

Based on aggregated 13F filings for Q1 2021.