We are live on ! Find out more
SHLS icon

Shoals Technologies Group

209 hedge funds and large institutions have $1.94B invested in Shoals Technologies Group in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $8.71M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

6% more funds holding

Funds holding: 198209 (+11)

5.42% more ownership

Funds ownership: 99.39%104.81% (+5.4%)

2% more capital invested

Capital invested by funds: $1.9B → $1.94B (+$33.5M)

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
76
Reduced
58
Closed
37
Calls
$18.3M
Puts
$8.71M
Net Calls
+$9.57M
Net Calls Change
+$838K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$39K -$11.5K -779 -25%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$36K -$650 -44 -2%
BFEC
178
Benjamin F. Edwards & Company
Missouri
$26K -$41.3K -2,800 -64%
RTC
179
Riverview Trust Company
Washington
$23K +$20.5K +1,390 New
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$20K
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$19K +$4.27K +289 +33%
OCM
182
Orion Capital Management
California
$16K
CA
183
CoreCap Advisors
Michigan
$13K +$11.2K +762 New
GRP
184
Global Retirement Partners
California
$11K
GWS
185
Glassman Wealth Services
Virginia
$10K -$354 -24 -4%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$9K -$12.5K -846 -59%
Lazard Asset Management
187
Lazard Asset Management
New York
$9K +$8.56K +580 New
GWM
188
Geneos Wealth Management
Colorado
$7K
RA
189
Rational Advisors
New York
$7K +$148 +10 +3%
DFCM
190
Dark Forest Capital Management
Puerto Rico
$6K -$7.19K -487 -59%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$3K -$1.92K -130 -45%
TWA
192
TCI Wealth Advisors
Arizona
$3K +$2.79K +189 New
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$2K -$311K -21,082 -99%
AF
194
Allworth Financial
California
$2K
BCMLT
195
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K
MAM
196
Meeder Asset Management
Ohio
$2K +$546 +37 +35%
Loomis, Sayles & Company
197
Loomis, Sayles & Company
Massachusetts
$2K +$1.4K +95 New
HI
198
Harbour Investments
Wisconsin
$2K +$1.48K +100 New
FHA
199
First Horizon Advisors
Tennessee
$2K +$2.07K +140 New
QCG
200
Quadrant Capital Group
Ohio
$1K -$576 -39 -51%

SHLS Hedge Fund Activity: Q2 2022 in Review

209 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q2 2022, worth a combined $1.94B — up 1.8% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SHLS positions and 37 closed out — a net gain of 16 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $79.6M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $59.1M sold.

  • 209 institutional investors held Shoals Technologies Group (SHLS) as of Q2 2022, up from 198 in Q1 2022.
  • Funds reported $1.94B of Shoals Technologies Group stock for Q2 2022, up 1.8% quarter-over-quarter.
  • 53 funds opened new Shoals Technologies Group positions in Q2 2022 and 37 closed out, a net change of +16 holders.
  • The largest Shoals Technologies Group buyer in Q2 2022 was William Blair Investment Management, an estimated $79.6M added.
  • The largest Shoals Technologies Group seller in Q2 2022 was Capital Research Global Investors, an estimated $59.1M sold.

Based on aggregated 13F filings for Q2 2022.