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Shoals Technologies Group
SHLS

Overview Fund Activity

195 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, 83 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+27
Holders Change %
+16.07%
% of All Funds
3.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
55
Increased
83
Reduced
44
Closed
27
Calls
$13.7M
Puts
$5M
Net Calls
+$8.73M
Net Calls Change
+$4.12M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$30.6M
2
UBS AM
UBS AM
Illinois
+$25.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$23.9M
4
Goldman Sachs
Goldman Sachs
New York
+$19.4M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$18.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$118M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$63M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$30.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$24.8M
5
EAM
Eventide Asset Management
Massachusetts
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
176
Geneos Wealth Management
Colorado
$8K -$2.5K -150 -24%
RA
177
Rational Advisors
New York
$7K +$7K +398 New
Federated Hermes
178
Federated Hermes
Pennsylvania
$6K +$6K +348 New
PFBT
179
Parkside Financial Bank & Trust
Missouri
$5K +$5K +291 New
EW
180
Evoke Wealth
California
$3K +$3K +179 New
HIA
181
Harbor Investment Advisory
Maryland
$2K – – –
C
182
Covestor
United Kingdom
$2K +$1.05K +57 +110%
FAG
183
Fortitude Advisory Group
Washington
$2K +$1.32K +73 +192%
MAM
184
Meeder Asset Management
Ohio
$2K +$1.66K +88 +489%
BCMLT
185
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$2K +100 New
TFO
186
Tarbox Family Office
California
$2K +$2K +109 New
AF
187
Allworth Financial
California
$2K +$2K +113 New
NSIM
188
North Star Investment Management
Illinois
$1K -$1.07K -45 -52%
IA
189
IFP Advisors
Florida
$1K +$1K +25 New
BWM
190
BerganKDV Wealth Management
Minnesota
$1K +$1K +35 New
QCG
191
Quadrant Capital Group
Ohio
$1K +$1K +76 New
APA
192
American Portfolios Advisors
New York
$835 – – –
PCH
193
Polar Capital Holdings
United Kingdom
$223 – – –
Macquarie Group
194
Macquarie Group
Australia
$74 – – –
SPPAM
195
Summit Partners Public Asset Management
Massachusetts
– -$15.8M -650,124 Closed
ECA
196
Encompass Capital Advisors
New York
– -$15.1M -620,429 Closed
1832 Asset Management
197
1832 Asset Management
Ontario, Canada
– -$5.7M -228,081 Closed
GCM
198
Ghisallo Capital Management
Massachusetts
– -$4.33M -178,000 Closed
PMAM
199
Picton Mahoney Asset Management
Ontario, Canada
– -$3.89M -160,000 Closed
CCM
200
Cinctive Capital Management
New York
– -$3.37M -138,497 Closed
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