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Shoals Technologies Group

224 hedge funds and large institutions have $949M invested in Shoals Technologies Group in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $2.52M

2.41% more ownership

Funds ownership: 100.46%102.87% (+2.4%)

1% more capital invested

Capital invested by funds: $938M → $949M (+$11.2M)

5% less funds holding

Funds holding: 236224 (-12)

11% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 82

14% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 50

Holders
224
Holders Change
-12
Holders Change %
-5.08%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
73
Reduced
82
Closed
50
Calls
$11.4M
Puts
$2.52M
Net Calls
+$8.85M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
176
Vanguard Personalized Indexing Management
California
$55.9K +$51.3K +10,109 New
PD
177
Point72 (DIFC)
United Arab Emirates
$54.8K +$47.8K +9,409 +1,905%
Osaic Holdings
178
Osaic Holdings
Arizona
$51.8K +$10.3K +2,035 +28%
HIIFS
179
Harel Insurance Investments & Financial Services
Israel
$37K -$4.43K -872 -12%
AB
180
Amalgamated Bank
New York
$32K
S
181
SignatureFD
Georgia
$23.1K +$4.34K +856 +26%
SSG
182
Summit Securities Group
New York
$21.2K +$17.7K +3,478 +977%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$19.2K -$11.8K -2,329 -40%
TFIPS
184
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.6K
SS
185
SBI Securities
Japan
$15.7K +$14.4K +2,831 New
GKIM
186
GW&K Investment Management
Massachusetts
$15K -$8.3M -1,635,321 -100%
AP
187
Antipodes Partners
Australia
$12.6K +$1.62K +320 +16%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$12K +$3.89K +766 +55%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$12K -$48.5K -9,549 -82%
CM
190
Castleark Management
Illinois
$11.8K
US Bancorp
191
US Bancorp
Minnesota
$10.7K +$2.79K +549 +40%
EAM
192
Empirical Asset Management
Massachusetts
$10.6K +$53.9K +10,620 New
RS
193
R Squared
Hong Kong
$10.2K +$9.39K +1,850 New
C
194
Covestor
United Kingdom
$10K +$1.1K +216 +14%
CCA
195
Catalyst Capital Advisors
New York
$9.51K +$1.18K +233 +16%
UBP
196
Union Bancaire Privee
Switzerland
$7.88K +$7.5K +1,478 New
BWL
197
Bogart Wealth LLC
Virginia
$7.61K
BIG
198
Brooklyn Investment Group
New York
$6.12K +$5.61K +1,106 New
GI
199
GAMMA Investing
California
$5.51K -$152 -30 -3%
HCA
200
Harbor Capital Advisors
Illinois
$3K -$25 -5 -1%

SHLS Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2024, worth a combined $949M — up 1.2% from $938M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SHLS and 43 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $23.7M. The largest seller was JP Morgan Chase, cutting an estimated $23.3M.

  • 224 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2024, down from 236 in Q3 2024.
  • Funds reported $949M of Shoals Technologies Group stock for Q4 2024, up 1.2% quarter-over-quarter.
  • 43 funds opened new Shoals Technologies Group positions in Q4 2024 and 50 closed out, a net change of -7 holders.
  • The largest Shoals Technologies Group buyer in Q4 2024 was BlackRock, an estimated $23.7M added.
  • The largest Shoals Technologies Group seller in Q4 2024 was JP Morgan Chase, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.