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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
Group One Trading
126
Group One Trading
Illinois
$149K +$126K +4,181 +14,932%
CG
127
Cutler Group
California
$106K +$90.5K +3,000 New
AF
128
Advisornet Financial
Minnesota
$103K +$84.6K +2,805 +2,805%
CM
129
Castleark Management
Illinois
$84K -$148K -4,900 -67%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$65.2K -$9.98K -331 -15%
US Bancorp
131
US Bancorp
Minnesota
$54K +$18.5K +612 +67%
HFS
132
Hantz Financial Services
Michigan
$42K +$6.76K +224 +23%
BFEC
133
Benjamin F. Edwards & Company
Missouri
$32K -$6.03K -200 -18%
Osaic Holdings
134
Osaic Holdings
Arizona
$32K -$2.29K -76 -8%
GRP
135
Global Retirement Partners
California
$31K -$151 -5 -0.6%
GWM
136
Geneos Wealth Management
Colorado
$22K +$1.39K +46 +8%
HIA
137
Harbor Investment Advisory
Maryland
$18K
PI
138
PEAK6 Investments
Illinois
$14K +$11.8K +391 New
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$12K +$10.4K +345 New
CFA
140
Carroll Financial Associates
North Carolina
$11K +$9.77K +324 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$11K +$9.8K +325 New
NSIM
142
North Star Investment Management
Illinois
$7K
SPIA
143
Steward Partners Investment Advisory
New York
$7K
Cohen & Steers
144
Cohen & Steers
New York
$5K
HI
145
Harbour Investments
Wisconsin
$4K -$4.52K -150 -60%
IPW
146
IronBridge Private Wealth
Texas
$4K
S
147
SignatureFD
Georgia
$4K +$3.02K +100 New
LC
148
Lindbrook Capital
California
$3K +$2.26K +75 New
HR
149
Howe & Rusling
New York
$2K -$30 -1 -2%
IA
150
IFP Advisors
Florida
$2K

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.