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Shoals Technologies Group

198 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, 86 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5M

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

95% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 44

16% more funds holding

Funds holding: 171198 (+27)

9.2% less ownership

Funds ownership: 108.59%99.39% (-9.2%)

31% less capital invested

Capital invested by funds: $2.75B → $1.9B (-$845M)

Holders
198
Holders Change
+27
Holders Change %
+15.79%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
55
Increased
86
Reduced
44
Closed
27
Calls
$13.7M
Puts
$5M
Net Calls
+$8.73M
Net Calls Change
+$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
201
Ghisallo Capital Management
Massachusetts
-$4.33M -178,000 Closed
PMAM
202
Picton Mahoney Asset Management
Ontario, Canada
-$2.77M -160,000 Closed
CCM
203
Cinctive Capital Management
New York
-$3.37M -138,497 Closed
Jennison Associates
204
Jennison Associates
New York
-$2.79M -114,708 Closed
State of New Jersey Common Pension Fund D
205
State of New Jersey Common Pension Fund D
New Jersey
-$2.08M -85,395 Closed
SCA
206
Salient Capital Advisors
Texas
-$1.73M -71,313 Closed
CC
207
Carlson Capital
Texas
-$1.44M -59,200 Closed
AGM
208
Alpine Global Management
New York
-$632K -25,995 Closed
PCM
209
Prelude Capital Management
New York
-$512K -21,083 Closed
Dimensional Fund Advisors
210
Dimensional Fund Advisors
Texas
-$424K -17,433 Closed
SM
211
Sciencast Management
New Jersey
-$361K -15,945 Closed
TFS
212
Thoroughbred Financial Services
Tennessee
-$281K -11,603 Closed
XT
213
XTX Topco
Cayman Islands
-$214K -8,810 Closed
VAFP
214
Vahanian & Associates Financial Planning
New York
-$211K -8,685 Closed
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
-$205K -8,446 Closed
RPCONE
216
Retirement Planning Company of New England
Rhode Island
-$91K -3,750 Closed
MLICM
217
Metropolitan Life Insurance Company (MetLife)
New York
-$50.6K -2,082 Closed
Simplex Trading
218
Simplex Trading
Illinois
-$26.3K -1,516 Closed
FHA
219
First Horizon Advisors
Tennessee
-$4K -180 Closed
LC
220
Lindbrook Capital
California
-$3K -118 Closed
IPW
221
IronBridge Private Wealth
Texas
-$2K -100 Closed
TFA
222
Toth Financial Advisory
Virginia
-$1K -35 Closed
LF
223
Lee Financial
Texas
-$1K -33 Closed
TPCW
224
TD Private Client Wealth
New York
-$535 -22 Closed
TCA
225
Tortoise Capital Advisors
Kansas
-$87 -5 -18%

SHLS Hedge Fund Activity: Q1 2022 in Review

198 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q1 2022, worth a combined $1.9B — down 31% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SHLS positions and 27 closed out — a net gain of 28 holders — while 86 added to existing stakes and 44 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $31.1M. The largest seller was Capital World Investors, cutting an estimated $120M.

  • 198 institutional investors held Shoals Technologies Group (SHLS) as of Q1 2022, up from 171 in Q4 2021.
  • Funds reported $1.9B of Shoals Technologies Group stock for Q1 2022, down 31% quarter-over-quarter.
  • 55 funds opened new Shoals Technologies Group positions in Q1 2022 and 27 closed out, a net change of +28 holders.
  • The largest Shoals Technologies Group buyer in Q1 2022 was Capital Research Global Investors, an estimated $31.1M added.
  • The largest Shoals Technologies Group seller in Q1 2022 was Capital World Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.