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Shoals Technologies Group

224 hedge funds and large institutions have $949M invested in Shoals Technologies Group in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $2.52M

2.41% more ownership

Funds ownership: 100.46%102.87% (+2.4%)

1% more capital invested

Capital invested by funds: $938M → $949M (+$11.2M)

5% less funds holding

Funds holding: 236224 (-12)

11% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 82

14% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 50

Holders
224
Holders Change
-12
Holders Change %
-5.08%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
73
Reduced
82
Closed
50
Calls
$11.4M
Puts
$2.52M
Net Calls
+$8.85M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
151
ExodusPoint Capital Management
New York
$124K +$114K +22,377 New
Kayne Anderson Rudnick Investment Management
152
Kayne Anderson Rudnick Investment Management
California
$113K
SWP
153
Stratos Wealth Partners
Ohio
$110K +$101K +19,898 New
BC
154
Bayforest Capital
United Kingdom
$103K +$94.9K +18,701 New
Walleye Trading
155
Walleye Trading
New York
$99.8K +$43.1K +8,494 +89%
GIM
156
Granahan Investment Management
Massachusetts
$99.3K +$91.2K +17,965 New
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$99K
AIP
158
Ameritas Investment Partners
Nebraska
$98.2K
SEI Investments
159
SEI Investments
Pennsylvania
$96.5K -$520K -102,519 -85%
VI
160
Versor Investments
New York
$90.7K +$83.2K +16,400 New
YIH
161
Y-Intercept (HK)
Hong Kong
$89.2K -$665K -131,058 -89%
CWM
162
CIBC World Markets
New York
$86.8K +$79.7K +15,698 New
TRCT
163
Tower Research Capital (TRC)
New York
$85.9K +$13.5K +2,652 +21%
SOW
164
State of Wyoming
Wyoming
$83.6K +$54.8K +10,806 +251%
AAM
165
Advisors Asset Management
Colorado
$83.1K -$7.96K -1,568 -9%
Principal Financial Group
166
Principal Financial Group
Iowa
$79K -$9.08K -1,788 -11%
PFS
167
Prospera Financial Services
Texas
$76.8K +$70.5K +13,888 New
4WM
168
49 Wealth Management
Texas
$73.8K +$67.7K +13,347 New
AT
169
American Trust
Kentucky
$72.4K +$66.5K +13,093 New
X
170
Xponance
Pennsylvania
$66.5K +$3.88K +765 +7%
LSA
171
Leonteq Securities AG
Switzerland
$64.4K -$514K -101,348 -90%
Walleye Capital
172
Walleye Capital
New York
$58.9K +$9.95K +1,961 +23%
TW
173
TrinityPoint Wealth
Connecticut
$57.9K -$1.6K -316 -3%
JG
174
Jain Global
New York
$57.7K +$53K +10,441 New
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$57.1K

SHLS Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2024, worth a combined $949M — up 1.2% from $938M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SHLS and 43 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $23.7M. The largest seller was JP Morgan Chase, cutting an estimated $23.3M.

  • 224 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2024, down from 236 in Q3 2024.
  • Funds reported $949M of Shoals Technologies Group stock for Q4 2024, up 1.2% quarter-over-quarter.
  • 43 funds opened new Shoals Technologies Group positions in Q4 2024 and 50 closed out, a net change of -7 holders.
  • The largest Shoals Technologies Group buyer in Q4 2024 was BlackRock, an estimated $23.7M added.
  • The largest Shoals Technologies Group seller in Q4 2024 was JP Morgan Chase, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.