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Shoals Technologies Group

171 hedge funds and large institutions have $2.75B invested in Shoals Technologies Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $8.57M | Put options by funds: $3.96M

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

2.15% more ownership

Funds ownership: 106.44%108.59% (+2.2%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% more funds holding

Funds holding: 170171 (+1)

11% less capital invested

Capital invested by funds: $3.09B → $2.75B (-$338M)

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
74
Reduced
48
Closed
32
Calls
$8.57M
Puts
$3.96M
Net Calls
+$4.61M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$286K -$48.9K -1,701 -13%
TFS
127
Thoroughbred Financial Services
Tennessee
$281K
YIH
128
Y-Intercept (HK)
Hong Kong
$263K +$311K +10,832 New
SAM
129
Shell Asset Management
Netherlands
$261K +$1.41K +49 +0.5%
AAM
130
Advisors Asset Management
Colorado
$236K +$280K +9,720 New
M&T Bank
131
M&T Bank
New York
$226K +$12.3K +428 +5%
XT
132
XTX Topco
Cayman Islands
$214K +$253K +8,810 New
VAFP
133
Vahanian & Associates Financial Planning
New York
$211K +$250K +8,685 New
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$205K +$243K +8,446 New
Amundi
135
Amundi
France
$109K
Macquarie Group
136
Macquarie Group
Australia
$105K -$15K -521 -11%
CM
137
Castleark Management
Illinois
$104K +$54.6K +1,900 +80%
RPCONE
138
Retirement Planning Company of New England
Rhode Island
$91K +$108K +3,750 New
BFEC
139
Benjamin F. Edwards & Company
Missouri
$87K -$6.38K -222 -6%
TRCT
140
Tower Research Capital (TRC)
New York
$72K +$8.51K +296 +11%
AF
141
Advisornet Financial
Minnesota
$71K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$54K +$345 +12 +0.5%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$50.6K +$1.44K +50 +2%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$40K -$10.4K -363 -18%
Simplex Trading
145
Simplex Trading
Illinois
$36K +$43.6K +1,516 New
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$29K +$34.5K +1,200 New
AIG
147
American International Group
New York
$27K -$460 -16 -1%
OCM
148
Orion Capital Management
California
$24K +$28.8K +1,000 New
Osaic Holdings
149
Osaic Holdings
Arizona
$22K +$2.93K +102 +12%
LSA
150
Leonteq Securities AG
Switzerland
$21.2K +$2.7K +94 +12%

SHLS Hedge Fund Activity: Q4 2021 in Review

171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2021, worth a combined $2.75B — down 11% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SHLS positions and 32 closed out — a net gain of 2 holders — while 74 added to existing stakes and 48 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $43.1M. The largest seller was AllianceBernstein, cutting an estimated $106M.

  • 171 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $2.75B of Shoals Technologies Group stock for Q4 2021, down 11% quarter-over-quarter.
  • 34 funds opened new Shoals Technologies Group positions in Q4 2021 and 32 closed out, a net change of +2 holders.
  • The largest Shoals Technologies Group buyer in Q4 2021 was T. Rowe Price Associates, an estimated $43.1M added.
  • The largest Shoals Technologies Group seller in Q4 2021 was AllianceBernstein, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2021.