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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
US Bancorp
151
US Bancorp
Minnesota
$19K -$25.9K -900 -53%
GWM
152
Geneos Wealth Management
Colorado
$15K
CG
153
Cutler Group
California
$12K -$14.6K -507 -50%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$11K +$1.38K +48 +11%
FHA
155
First Horizon Advisors
Tennessee
$4K
UIA
156
Ulland Investment Advisors
Minnesota
$4K +$4.31K +150 New
HIA
157
Harbor Investment Advisory
Maryland
$3K -$15.7K -545 -81%
LC
158
Lindbrook Capital
California
$3K +$1.24K +43 +57%
NSIM
159
North Star Investment Management
Illinois
$2K -$2.88K -100 -53%
HI
160
Harbour Investments
Wisconsin
$2K
IPW
161
IronBridge Private Wealth
Texas
$2K
APA
162
American Portfolios Advisors
New York
$1.19K
TCA
163
Tortoise Capital Advisors
Kansas
$1K
LF
164
Lee Financial
Texas
$1K +$949 +33 New
TFA
165
Toth Financial Advisory
Virginia
$1K +$1.01K +35 New
FAG
166
Fortitude Advisory Group
Washington
$1K +$1.09K +38 New
C
167
Covestor
United Kingdom
$1K +$1.5K +52 New
TPCW
168
TD Private Client Wealth
New York
$535 +$633 +22 New
PCH
169
Polar Capital Holdings
United Kingdom
$317 +$376K +13,064 New
Adage Capital Partners
170
Adage Capital Partners
Massachusetts
-$11M -395,254 Closed
ZP
171
Zimmer Partners
New York
-$10.2M -364,285 Closed
Man Group
172
Man Group
United Kingdom
-$4.57M -163,735 Closed
Voloridge Investment Management
173
Voloridge Investment Management
Florida
-$4.5M -161,448 Closed
RC
174
Roubaix Capital
Colorado
-$3.13M -112,420 Closed
MAM
175
Myriad Asset Management
Hong Kong
-$2.54M -91,100 Closed

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.