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Shoals Technologies Group
SHLS

224 hedge funds and large institutions have $2.4B invested in Shoals Technologies Group in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

24% more capital invested

Capital invested by funds: $1.94B → $2.4B (+$464M)

7% more funds holding

Funds holding: 209 → 224 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

5.86% less ownership

Funds ownership: 104.81% → 98.96% (-5.9%)

31% less call options, than puts

Call options by funds: $25.4M | Put options by funds: $36.6M

Holders
224
Holders Change
+15
Holders Change %
+7.18%
% of All Funds
3.86%
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
75
Closed
32
Calls
$25.4M
Puts
$36.6M
Net Calls
-$11.2M
Net Calls Change
-$20.7M

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$24.3M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$21.6M
3
DCM
Driehaus Capital Management
Illinois
+$20.4M
4
Macquarie Group
Macquarie Group
Australia
+$18.4M
5
DCM
Discovery Capital Management
Connecticut
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
2
BlackRock
BlackRock
New York
-$53.9M
3
ECA
Encompass Capital Advisors
New York
-$30.9M
4
Swedbank
Swedbank
Sweden
-$20.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$19.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
201
TFC Financial Management
Massachusetts
$5K +$4.8K +215 New
CG
202
Cutler Group
California
$4K -$253K -11,307 -98%
TWA
203
TCI Wealth Advisors
Arizona
$4K – – –
FHA
204
First Horizon Advisors
Tennessee
$3K – – –
MAM
205
Meeder Asset Management
Ohio
$3K – – –
PFBT
206
Parkside Financial Bank & Trust
Missouri
$3K – – –
DFCM
207
Dark Forest Capital Management
Puerto Rico
$2K -$5.12K -229 -67%
AF
208
Allworth Financial
California
$2K – – –
BCMLT
209
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K – – –
HI
210
Harbour Investments
Wisconsin
$2K – – –
BIA
211
Bell Investment Advisors
California
$2K +$1.36K +61 +165%
HCP
212
Hexagon Capital Partners
Arkansas
$2K +$2.37K +106 New
EI
213
Ellevest Inc
New York
$2K +$2.52K +113 New
LC
214
Lindbrook Capital
California
$2K +$2.55K +114 New
IA
215
IFP Advisors
Florida
$1K – – –
NSIM
216
North Star Investment Management
Illinois
$1K – – –
PA
217
Parallel Advisors
California
$1K – – –
QCG
218
Quadrant Capital Group
Ohio
$1K – – –
BWL
219
Bogart Wealth LLC
Virginia
$1K +$670 +30 New
EWA
220
EverSource Wealth Advisors
Alabama
$1K +$1.41K +63 New
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$878 -$140K -6,249 -16%
PCH
222
Polar Capital Holdings
United Kingdom
$239 – – –
Massachusetts Financial Services
223
Massachusetts Financial Services
Massachusetts
– -$19.3M -1,170,488 Closed
Adage Capital Partners
224
Adage Capital Partners
Massachusetts
– -$8.24M -500,000 Closed
CC
225
Covalis Capital
United Kingdom
– -$7.87M -477,571 Closed
7 8
9
10 11

SHLS Hedge Fund Activity: Q3 2022 in Review

224 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q3 2022, worth a combined $2.4B — up 24% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SHLS positions and 32 closed out — a net gain of 16 holders — while 71 added to existing stakes and 75 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $24.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 224 institutional investors held Shoals Technologies Group (SHLS) as of Q3 2022, up from 209 in Q2 2022.
  • Funds reported $2.4B of Shoals Technologies Group stock for Q3 2022, up 24% quarter-over-quarter.
  • 48 funds opened new Shoals Technologies Group positions in Q3 2022 and 32 closed out, a net change of +16 holders.
  • The largest Shoals Technologies Group buyer in Q3 2022 was ClearBridge Investments, an estimated $24.3M added.
  • The largest Shoals Technologies Group seller in Q3 2022 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2022.