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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
DFCM
176
Dark Forest Capital Management
Puerto Rico
$14K +$14.3K +827 New
GWS
177
Glassman Wealth Services
Virginia
$10K +$10.5K +609 New
GRP
178
Global Retirement Partners
California
$10K +$11.3K +652 New
GWM
179
Geneos Wealth Management
Colorado
$8K -$2.6K -150 -24%
RA
180
Rational Advisors
New York
$7K +$6.89K +398 New
Federated Hermes
181
Federated Hermes
Pennsylvania
$6K +$6.03K +348 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$5K +$5.04K +291 New
EW
183
Evoke Wealth
California
$3K +$3.1K +179 New
HIA
184
Harbor Investment Advisory
Maryland
$2K
C
185
Covestor
United Kingdom
$2K +$987 +57 +110%
FAG
186
Fortitude Advisory Group
Washington
$2K +$1.26K +73 +192%
MAM
187
Meeder Asset Management
Ohio
$2K +$1.52K +88 +489%
BCMLT
188
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$1.73K +100 New
TFO
189
Tarbox Family Office
California
$2K +$1.89K +109 New
AF
190
Allworth Financial
California
$2K +$1.96K +113 New
NSIM
191
North Star Investment Management
Illinois
$1K -$779 -45 -52%
IA
192
IFP Advisors
Florida
$1K +$433 +25 New
BWM
193
BerganKDV Wealth Management
Minnesota
$1K +$606 +35 New
QCG
194
Quadrant Capital Group
Ohio
$1K +$1.32K +76 New
APA
195
American Portfolios Advisors
New York
$835
PCH
196
Polar Capital Holdings
United Kingdom
$223
Macquarie Group
197
Macquarie Group
Australia
$74
SPPAM
198
Summit Partners Public Asset Management
Massachusetts
-$15.8M -650,124 Closed
ECA
199
Encompass Capital Advisors
New York
-$15.1M -620,429 Closed
1832 Asset Management
200
1832 Asset Management
Ontario, Canada
-$5.7M -228,081 Closed

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.