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Shoals Technologies Group
SHLS

Overview Fund Activity

221 hedge funds and large institutions have $2.39B invested in Shoals Technologies Group in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
71
Reduced
72
Closed
32
Calls
$25.4M
Puts
$36.6M
Net Calls
-$11.2M
Net Calls Change
-$20.7M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$23.5M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$20.9M
3
DCM
Driehaus Capital Management
Illinois
+$19.6M
4
Macquarie Group
Macquarie Group
Australia
+$17.8M
5
DCM
Discovery Capital Management
Connecticut
+$14M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$222M
2
BlackRock
BlackRock
New York
-$52M
3
ECA
Encompass Capital Advisors
New York
-$29.8M
4
Swedbank
Swedbank
Sweden
-$19.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$188K +$8.17K +381 +5%
SAM
177
Shell Asset Management
Netherlands
$160K -$41.9K -1,943 -21%
MLICM
178
Metropolitan Life Insurance Company (MetLife)
New York
$148K – – –
US Bancorp
179
US Bancorp
Minnesota
$129K -$57.8K -2,672 -31%
APA
180
American Portfolios Advisors
New York
$125K +$124K +5,756 +11,747%
PHK
181
Point72 Hong Kong
Hong Kong
$116K +$116K +5,399 New
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$78K +$1.77K +77 +2%
SO
183
STRS Ohio
Ohio
$73K +$73K +3,400 New
AF
184
Advisornet Financial
Minnesota
$60K – – –
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$48K – – –
TI
186
Tidal Investments
Wisconsin
$44K +$44K +2,052 New
RTC
187
Riverview Trust Company
Washington
$30K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$24K -$2.18K -100 -8%
OCM
190
Orion Capital Management
California
$22K – – –
GRP
191
Global Retirement Partners
California
$15K – – –
GWS
192
Glassman Wealth Services
Virginia
$13K – – –
DGAM
193
Desjardins Global Asset Management
Quebec, Canada
$12K +$12K +564 New
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$11K -$2.17K -97 -16%
GWM
195
Geneos Wealth Management
Colorado
$10K – – –
RA
196
Rational Advisors
New York
$9K – – –
CC
197
Centiva Capital
New York
$6K +$6K +300 New
TFM
198
TFC Financial Management
Massachusetts
$5K +$5K +215 New
CG
199
Cutler Group
California
$4K -$226K -11,307 -98%
TWA
200
TCI Wealth Advisors
Arizona
$4K – – –
6 7
8
9 10