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Shoals Technologies Group

198 hedge funds and large institutions have $1.9B invested in Shoals Technologies Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 86 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5M

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

95% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 44

16% more funds holding

Funds holding: 171198 (+27)

9.2% less ownership

Funds ownership: 108.59%99.39% (-9.2%)

31% less capital invested

Capital invested by funds: $2.75B → $1.9B (-$845M)

Holders
198
Holders Change
+27
Holders Change %
+15.79%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
55
Increased
86
Reduced
44
Closed
27
Calls
$13.7M
Puts
$5M
Net Calls
+$8.73M
Net Calls Change
+$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
PRC
126
Pearl River Capital
Michigan
$358K +$364K +21,006 New
DZ Bank
127
DZ Bank
Germany
$358K -$3.51M -202,902 -91%
VFA
128
Values First Advisors
Tennessee
$343K +$138K +7,947 +65%
Deutsche Bank
129
Deutsche Bank
Germany
$334K -$1.46M -84,211 -81%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$334K
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$325K
AB
132
Amalgamated Bank
New York
$311K -$8.12K -469 -3%
AF
133
Amalgamated Financial
New York
$311K +$316K +18,256 New
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$305K -$23.2K -1,337 -7%
Janus Henderson Group
135
Janus Henderson Group
United Kingdom
$304K -$5.53K -319 -2%
Renaissance Technologies
136
Renaissance Technologies
New York
$303K +$6.93K +400 +2%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$302K +$10.4K +600 +4%
GCM
138
Graham Capital Management
Connecticut
$289K +$294K +16,995 New
AAM
139
Advisors Asset Management
Colorado
$272K +$108K +6,229 +64%
PFS
140
Prospera Financial Services
Texas
$267K +$8.37K +483 +3%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$256K +$57.3K +3,310 +28%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$250K -$7.64M -441,146 -97%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$242K
BFM
144
Boothbay Fund Management
New York
$239K +$243K +14,030 New
Los Angeles Capital Management
145
Los Angeles Capital Management
California
$239K +$243K +14,050 New
SG Americas Securities
146
SG Americas Securities
New York
$224K -$463K -26,736 -67%
Citigroup
147
Citigroup
New York
$218K -$583K -33,688 -72%
TI
148
Trexquant Investment
Connecticut
$212K +$215K +12,431 New
ASGS
149
Alpha Square Group S
New York
$211K +$215K +12,400 New
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$202K -$29.8K -1,722 -13%

SHLS Hedge Fund Activity: Q1 2022 in Review

198 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q1 2022, worth a combined $1.9B — down 31% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SHLS positions and 27 closed out — a net gain of 28 holders — while 86 added to existing stakes and 44 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $31.1M. The largest seller was Capital World Investors, cutting an estimated $120M.

  • 198 institutional investors held Shoals Technologies Group (SHLS) as of Q1 2022, up from 171 in Q4 2021.
  • Funds reported $1.9B of Shoals Technologies Group stock for Q1 2022, down 31% quarter-over-quarter.
  • 55 funds opened new Shoals Technologies Group positions in Q1 2022 and 27 closed out, a net change of +28 holders.
  • The largest Shoals Technologies Group buyer in Q1 2022 was Capital Research Global Investors, an estimated $31.1M added.
  • The largest Shoals Technologies Group seller in Q1 2022 was Capital World Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.