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Shoals Technologies Group

170 hedge funds and large institutions have $3.09B invested in Shoals Technologies Group in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 25 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $4.97M

236% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 25

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

10% more funds holding

Funds holding: 155170 (+15)

8.77% less ownership

Funds ownership: 115.2%106.44% (-8.8%)

19% less capital invested

Capital invested by funds: $3.82B → $3.09B (-$737M)

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
84
Reduced
25
Closed
30
Calls
$17.3M
Puts
$4.97M
Net Calls
+$12.3M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Shell Asset Management
Netherlands
$298K -$14.3K -460 -4%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$298K +$333K +10,731 New
VF
128
Virtu Financial
New York
$294K +$327K +10,541 New
EGM
129
Engineers Gate Manager
New York
$269K +$300K +9,647 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$251K +$52.5K +1,690 +23%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$251K +$280K +8,998 New
M&T Bank
132
M&T Bank
New York
$246K +$29.1K +937 +12%
BAM
133
Blueshift Asset Management
New Jersey
$234K +$261K +8,392 New
Principal Financial Group
134
Principal Financial Group
Iowa
$222K +$24K +774 +11%
Amundi
135
Amundi
France
$139K +$155K +4,977 New
Macquarie Group
136
Macquarie Group
Australia
$135K +$151K +4,852 New
BFEC
137
Benjamin F. Edwards & Company
Missouri
$107K +$90.8K +2,922 +325%
AF
138
Advisornet Financial
Minnesota
$81K
TRCT
139
Tower Research Capital (TRC)
New York
$75K -$202K -6,501 -71%
CM
140
Castleark Management
Illinois
$66K
CA
141
CastleArk Alternatives
Illinois
$66K +$73.9K +2,380 New
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$62K +$59K +1,900 +551%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$57K +$63K +2,029 New
MLICM
144
Metropolitan Life Insurance Company (MetLife)
New York
$56.7K +$6.09K +196 +11%
US Bancorp
145
US Bancorp
Minnesota
$48K +$5.59K +180 +12%
AIG
146
American International Group
New York
$32K +$901 +29 +3%
CG
147
Cutler Group
California
$28K -$61.8K -1,989 -66%
GRP
148
Global Retirement Partners
California
$26K +$2.3K +74 +9%
Osaic Holdings
149
Osaic Holdings
Arizona
$22K -$2.8K -90 -10%
LSA
150
Leonteq Securities AG
Switzerland
$21.7K +$24.2K +779 New

SHLS Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q3 2021, worth a combined $3.09B — down 19% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SHLS positions and 30 closed out — a net gain of 16 holders — while 84 added to existing stakes and 25 trimmed.

The largest buyer was Capital World Investors, adding an estimated $113M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $177M sold.

  • 170 institutional investors held Shoals Technologies Group (SHLS) as of Q3 2021, up from 155 in Q2 2021.
  • Funds reported $3.09B of Shoals Technologies Group stock for Q3 2021, down 19% quarter-over-quarter.
  • 46 funds opened new Shoals Technologies Group positions in Q3 2021 and 30 closed out, a net change of +16 holders.
  • The largest Shoals Technologies Group buyer in Q3 2021 was Capital World Investors, an estimated $113M added.
  • The largest Shoals Technologies Group seller in Q3 2021 was Oaktree Capital Management, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2021.