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Shoals Technologies Group

236 hedge funds and large institutions have $938M invested in Shoals Technologies Group in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $7.33M

0% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 84

5% less funds holding

Funds holding: 248236 (-12)

13.9% less ownership

Funds ownership: 114.36%100.46% (-14%)

23% less capital invested

Capital invested by funds: $1.22B → $938M (-$278M)

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
236
Holders Change
-12
Holders Change %
-4.84%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
84
Reduced
84
Closed
51
Calls
$16.1M
Puts
$7.33M
Net Calls
+$8.78M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
151
Entropy Technologies
New York
$182K +$194K +32,421 New
LPL Financial
152
LPL Financial
California
$182K -$44.1K -7,374 -19%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$175K -$6.42K -1,074 -3%
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$172K +$44.5K +7,436 +32%
FRM
155
Fox Run Management
Connecticut
$138K +$25.4K +4,252 +21%
RJA
156
Raymond James & Associates
Florida
$130K -$136K -22,784 -50%
Kayne Anderson Rudnick Investment Management
157
Kayne Anderson Rudnick Investment Management
California
$115K
CC
158
Centiva Capital
New York
$110K -$1.59M -266,749 -93%
QCM
159
Qsemble Capital Management
New York
$104K -$55.9K -9,348 -33%
GCP
160
GSA Capital Partners
United Kingdom
$104K +$111K +18,572 New
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$100K
AIP
162
Ameritas Investment Partners
Nebraska
$99.6K
CB
163
Commerce Bank
Missouri
$98.8K -$3.38K -565 -3%
AAM
164
Advisors Asset Management
Colorado
$93.1K -$47.4K -7,926 -32%
Principal Financial Group
165
Principal Financial Group
Iowa
$90.2K -$42.5K -7,102 -31%
PCM
166
Prelude Capital Management
New York
$81.5K +$86.8K +14,523 New
Prudential Financial
167
Prudential Financial
New Jersey
$72.7K +$155 +26 +0.2%
TRCT
168
Tower Research Capital (TRC)
New York
$72.2K -$93.5K -15,644 -55%
Wolverine Trading
169
Wolverine Trading
Illinois
$68.7K +$70.5K +11,788 New
TI
170
Tidal Investments
Wisconsin
$66.5K -$7.14K -1,194 -9%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$65.7K +$717 +120 +1%
X
172
Xponance
Pennsylvania
$63.2K +$2.85K +476 +4%
TW
173
TrinityPoint Wealth
Connecticut
$60.5K +$64.5K +10,781 New
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$57.9K
EPWM
175
Essex Private Wealth Management
Massachusetts
$56.1K +$59.8K +10,000 New

SHLS Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q3 2024, worth a combined $938M — down 23% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SHLS and 39 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 84 added.

The largest buyer was Point72 Asset Management, adding an estimated $33.6M. The largest seller was Joho Capital, exiting entirely with an estimated $60.2M sold.

  • 236 institutional investors held Shoals Technologies Group (SHLS) as of Q3 2024, down from 248 in Q2 2024.
  • Funds reported $938M of Shoals Technologies Group stock for Q3 2024, down 23% quarter-over-quarter.
  • 39 funds opened new Shoals Technologies Group positions in Q3 2024 and 51 closed out, a net change of -12 holders.
  • The largest Shoals Technologies Group buyer in Q3 2024 was Point72 Asset Management, an estimated $33.6M added.
  • The largest Shoals Technologies Group seller in Q3 2024 was Joho Capital, an estimated $60.2M sold.

Based on aggregated 13F filings for Q3 2024.