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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
HSBC Holdings
151
HSBC Holdings
United Kingdom
$196K +$197K +11,365 New
M&T Bank
152
M&T Bank
New York
$186K +$30K +1,732 +19%
CAM
153
Cresset Asset Management
Illinois
$173K +$176K +10,163 New
Principal Financial Group
154
Principal Financial Group
Iowa
$172K +$175K +10,085 New
SAM
155
Shell Asset Management
Netherlands
$159K -$24K -1,383 -13%
SWA
156
Sutton Wealth Advisors
Florida
$116K +$118K +6,835 New
SLI
157
Sumitomo Life Insurance
Japan
$113K +$115K +6,641 New
US Bancorp
158
US Bancorp
Minnesota
$110K +$97.8K +5,644 +700%
SAM
159
Sycomore Asset Management
France
$89K +$80.3K +4,634 New
Barclays
160
Barclays
United Kingdom
$76K +$77.3K +4,464 New
BFEC
161
Benjamin F. Edwards & Company
Missouri
$75K +$13.9K +800 +22%
CM
162
Castleark Management
Illinois
$73K
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$54K +$25.9K +1,496 +90%
AF
164
Advisornet Financial
Minnesota
$50K
CG
165
Cutler Group
California
$45K +$38K +2,192 +435%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$38K +$294 +17 +0.8%
LSA
167
Leonteq Securities AG
Switzerland
$36.3K +$21.8K +1,259 +144%
MIM
168
MetLife Investment Management
New Jersey
$35.6K +$36.1K +2,087 New
UIA
169
Ulland Investment Advisors
Minnesota
$26K +$23.4K +1,350 +900%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$25K +$16.8K +968 +208%
SFO
171
Standard Family Office
South Dakota
$25K +$25K +1,443 New
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$20K
AIG
173
American International Group
New York
$19K -$520 -30 -3%
OCM
174
Orion Capital Management
California
$17K
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$15K +$15.1K +870 +21,750%

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.