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Shoals Technologies Group

209 hedge funds and large institutions have $1.94B invested in Shoals Technologies Group in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $8.71M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

6% more funds holding

Funds holding: 198209 (+11)

5.42% more ownership

Funds ownership: 99.39%104.81% (+5.4%)

2% more capital invested

Capital invested by funds: $1.9B → $1.94B (+$33.5M)

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
76
Reduced
58
Closed
37
Calls
$18.3M
Puts
$8.71M
Net Calls
+$9.57M
Net Calls Change
+$838K
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
126
Pathstone Family Office
New Jersey
$415K +$372K +25,178 New
BFM
127
Boothbay Fund Management
New York
$401K +$152K +10,285 +73%
BCA
128
Bray Capital Advisors
Florida
$385K +$31.7K +2,150 +10%
PRC
129
Pearl River Capital
Michigan
$382K +$31.9K +2,159 +10%
Vontobel Holding
130
Vontobel Holding
Switzerland
$379K -$1.54M -104,583 -81%
JWCA
131
J.W. Cole Advisors
Florida
$374K +$335K +22,700 New
ACM
132
AlphaCrest Capital Management
New York
$361K +$324K +21,930 New
GCP
133
GSA Capital Partners
United Kingdom
$347K +$311K +21,042 New
Group One Trading
134
Group One Trading
Illinois
$346K +$310K +20,991 New
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$323K
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$315K
Natixis Advisors
137
Natixis Advisors
Massachusetts
$304K +$273K +18,460 New
Janus Henderson Group
138
Janus Henderson Group
United Kingdom
$299K +$4.9K +332 +2%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$295K
AB
140
Amalgamated Bank
New York
$291K -$8.7K -589 -3%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$291K -$620 -42 -0.2%
TWM
142
TriaGen Wealth Management
California
$290K +$260K +17,608 New
CSS
143
Cubist Systematic Strategies
Connecticut
$281K -$5.48M -371,123 -96%
SM
144
Sciencast Management
New Jersey
$279K +$179K +12,132 New
William Blair & Company
145
William Blair & Company
Illinois
$278K +$249K +16,881 New
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$264K -$82.6K -5,596 -26%
AAM
147
Advisors Asset Management
Colorado
$260K -$2.82K -191 -1%
AG
148
Algert Global
California
$249K +$223K +15,080 New
Marshall Wace
149
Marshall Wace
United Kingdom
$246K +$222K +15,071 New
VFA
150
Values First Advisors
Tennessee
$242K -$80.1K -5,425 -27%

SHLS Hedge Fund Activity: Q2 2022 in Review

209 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q2 2022, worth a combined $1.94B — up 1.8% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SHLS positions and 37 closed out — a net gain of 16 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $79.6M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $59.1M sold.

  • 209 institutional investors held Shoals Technologies Group (SHLS) as of Q2 2022, up from 198 in Q1 2022.
  • Funds reported $1.94B of Shoals Technologies Group stock for Q2 2022, up 1.8% quarter-over-quarter.
  • 53 funds opened new Shoals Technologies Group positions in Q2 2022 and 37 closed out, a net change of +16 holders.
  • The largest Shoals Technologies Group buyer in Q2 2022 was William Blair Investment Management, an estimated $79.6M added.
  • The largest Shoals Technologies Group seller in Q2 2022 was Capital Research Global Investors, an estimated $59.1M sold.

Based on aggregated 13F filings for Q2 2022.