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
C
201
Covestor
United Kingdom
$1K -$354 -24 -22%
IA
202
IFP Advisors
Florida
$1K
NSIM
203
North Star Investment Management
Illinois
$1K
BIA
204
Bell Investment Advisors
California
$1K +$546 +37 New
APA
205
American Portfolios Advisors
New York
$808
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$733 +$101K +6,852 +21%
PCH
207
Polar Capital Holdings
United Kingdom
$183 -$28.8K -1,951 -15%
Capital Research Global Investors
208
Capital Research Global Investors
California
-$59.1M -3,466,612 Closed
Capital World Investors
209
Capital World Investors
California
-$33.2M -1,947,450 Closed
HF
210
HRT Financial
New York
-$14.9M -872,766 Closed
E
211
Ergoteles
New York
-$4.91M -288,037 Closed
CI
212
Cambiar Investors
Colorado
-$2.6M -152,493 Closed
TC
213
TwinBeech Capital
New York
-$2.41M -141,322 Closed
Schroder Investment Management Group
214
Schroder Investment Management Group
United Kingdom
-$2.08M -115,936 Closed
Squarepoint
215
Squarepoint
New York
-$1.85M -108,879 Closed
N
216
Natixis
France
-$1.39M -81,521 Closed
EGM
217
Engineers Gate Manager
New York
-$1.13M -66,346 Closed
Ohio Public Employees Retirement System (OPERS)
218
Ohio Public Employees Retirement System (OPERS)
Ohio
-$925K -54,274 Closed
LP
219
LMR Partners
United Kingdom
-$810K -47,545 Closed
Neuberger Berman Group
220
Neuberger Berman Group
New York
-$738K -43,291 Closed
BCM
221
Bayesian Capital Management
New York
-$718K -42,118 Closed
Treasurer of the State of North Carolina
222
Treasurer of the State of North Carolina
North Carolina
-$656K -38,469 Closed
PP
223
PDT Partners
New York
-$645K -37,871 Closed
OTL
224
Oak Thistle LLC
New York
-$615K -36,113 Closed
QT
225
Quantbot Technologies
New York
-$612K -35,937 Closed

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.