We are live on ! Find out more
SHLS icon

Shoals Technologies Group

248 hedge funds and large institutions have $1.22B invested in Shoals Technologies Group in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $12.1M

19% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 84

2.79% less ownership

Funds ownership: 117.15%114.36% (-2.8%)

11% less funds holding

Funds holding: 278248 (-30)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

41% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 71

46% less capital invested

Capital invested by funds: $2.23B → $1.22B (-$1.02B)

Holders
248
Holders Change
-30
Holders Change %
-10.79%
% of All Funds
3.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
100
Reduced
84
Closed
71
Calls
$14.8M
Puts
$12.1M
Net Calls
+$2.79M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
176
Fox Run Management
Connecticut
$127K -$179K -22,386 -52%
CB
177
Commerce Bank
Missouri
$113K -$263 -33 -0.2%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$112K
AIP
179
Ameritas Investment Partners
Nebraska
$111K
CCIA
180
Campbell & Co Investment Adviser
Maryland
$101K +$130K +16,246 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$98K +$116K +14,592 +1,241%
Creative Planning
182
Creative Planning
Kansas
$96.4K +$123K +15,444 New
PCA
183
Pallas Capital Advisors
Massachusetts
$90K +$108K +13,569 New
TI
184
Tidal Investments
Wisconsin
$81.4K -$214K -26,836 -67%
SSB
185
Sandy Spring Bank
Maryland
$81.3K -$115K -14,430 -53%
Prudential Financial
186
Prudential Financial
New Jersey
$80.7K +$1.78K +223 +2%
VI
187
Versor Investments
New York
$79.9K +$102K +12,800 New
Envestnet Asset Management
188
Envestnet Asset Management
Illinois
$76.8K -$289K -36,228 -75%
AIM
189
Aigen Investment Management
New York
$76.2K +$97.5K +12,217 New
Marshall Wace
190
Marshall Wace
United Kingdom
$75.5K -$33.5K -4,200 -26%
EP
191
Edgestream Partners
New Jersey
$74.4K -$247K -30,972 -72%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$72.3K +$11.5K +1,438 +14%
KI
193
Keystone Investors
Singapore
$70.6K -$3.25K -407 -3%
AT
194
American Trust
Kentucky
$67.9K +$86.8K +10,884 New
X
195
Xponance
Pennsylvania
$67.3K +$3.04K +381 +4%
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$64.4K +$82.3K +10,319 New
QT
197
Quantbot Technologies
New York
$56.4K -$83.1K -10,418 -54%
IGAM
198
iA Global Asset Management
Quebec, Canada
$55K +$2.31K +290 +3%
1IA
199
1620 Investment Advisors
Massachusetts
$54.1K +$69.1K +8,663 New
Osaic Holdings
200
Osaic Holdings
Arizona
$41K -$467K -58,472 -90%

SHLS Hedge Fund Activity: Q2 2024 in Review

248 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q2 2024, worth a combined $1.22B — down 46% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of SHLS and 42 opened new positions — a net loss of 29 holders — while 84 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $27.8M. The largest seller was William Blair Investment Management, cutting an estimated $66.4M.

  • 248 institutional investors held Shoals Technologies Group (SHLS) as of Q2 2024, down from 278 in Q1 2024.
  • Funds reported $1.22B of Shoals Technologies Group stock for Q2 2024, down 46% quarter-over-quarter.
  • 42 funds opened new Shoals Technologies Group positions in Q2 2024 and 71 closed out, a net change of -29 holders.
  • The largest Shoals Technologies Group buyer in Q2 2024 was BlackRock, an estimated $27.8M added.
  • The largest Shoals Technologies Group seller in Q2 2024 was William Blair Investment Management, an estimated $66.4M sold.

Based on aggregated 13F filings for Q2 2024.