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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
Baird Financial Group
176
Baird Financial Group
Wisconsin
-$2.26M -81,090 Closed
N
177
Natixis
France
-$1.81M -65,090 Closed
MSE
178
MUFG Securities EMEA
United Kingdom
-$1.68M -60,100 Closed
BFM
179
Boothbay Fund Management
New York
-$1.21M -43,378 Closed
Wellington Management Group
180
Wellington Management Group
Massachusetts
-$1.1M -39,442 Closed
SSA
181
Schonfeld Strategic Advisors
New York
-$1.06M -38,167 Closed
E
182
Ergoteles
New York
-$967K -34,700 Closed
APP
183
Alpha Paradigm Partners
Illinois
-$941K -33,738 Closed
DTL
184
Dynamic Technology Lab
Singapore
-$743K -26,649 Closed
ECM
185
ExodusPoint Capital Management
New York
-$651K -23,342 Closed
TC
186
TwinBeech Capital
New York
-$464K -16,653 Closed
PSP
187
Principal Street Partners
Tennessee
-$320K -11,486 Closed
HSBC Holdings
188
HSBC Holdings
United Kingdom
-$298K -10,731 Closed
EGM
189
Engineers Gate Manager
New York
-$269K -9,647 Closed
BAM
190
Blueshift Asset Management
New Jersey
-$234K -8,392 Closed
Principal Financial Group
191
Principal Financial Group
Iowa
-$222K -7,964 Closed
CA
192
CastleArk Alternatives
Illinois
-$66K -2,380 Closed
GRP
193
Global Retirement Partners
California
-$26K -935 Closed
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
-$19.5K -700 Closed
DFCM
195
Dark Forest Capital Management
Puerto Rico
-$8K -289 Closed
IA
196
IFP Advisors
Florida
-$1K -50 Closed
BIA
197
Bell Investment Advisors
California
-$1K -30 Closed
RE
198
RBC Europe
United Kingdom
-$530 -19 Closed
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
+$115 +4 New

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.