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Shoals Technologies Group
SHLS

Overview Fund Activity

221 hedge funds and large institutions have $2.39B invested in Shoals Technologies Group in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
3.82%
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
72
Closed
32
Calls
$25.4M
Puts
$36.6M
Net Calls
-$11.2M
Net Calls Change
-$20.7M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$23.5M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$20.9M
3
DCM
Driehaus Capital Management
Illinois
+$19.6M
4
Macquarie Group
Macquarie Group
Australia
+$17.8M
5
DCM
Discovery Capital Management
Connecticut
+$14M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$222M
2
BlackRock
BlackRock
New York
-$52M
3
ECA
Encompass Capital Advisors
New York
-$29.8M
4
Swedbank
Swedbank
Sweden
-$19.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
201
Meeder Asset Management
Ohio
$3K – – –
PFBT
202
Parkside Financial Bank & Trust
Missouri
$3K – – –
FHA
203
First Horizon Advisors
Tennessee
$3K – – –
DFCM
204
Dark Forest Capital Management
Puerto Rico
$2K -$4.13K -229 -67%
BCMLT
205
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K – – –
HI
206
Harbour Investments
Wisconsin
$2K – – –
AF
207
Allworth Financial
California
$2K – – –
BIA
208
Bell Investment Advisors
California
$2K +$1.25K +61 +165%
HCP
209
Hexagon Capital Partners
Arkansas
$2K +$2K +106 New
EI
210
Ellevest Inc
New York
$2K +$2K +113 New
LC
211
Lindbrook Capital
California
$2K +$2K +114 New
NSIM
212
North Star Investment Management
Illinois
$1K – – –
QCG
213
Quadrant Capital Group
Ohio
$1K – – –
IA
214
IFP Advisors
Florida
$1K – – –
PA
215
Parallel Advisors
California
$1K – – –
BWL
216
Bogart Wealth LLC
Virginia
$1K +$1K +30 New
EWA
217
EverSource Wealth Advisors
Alabama
$1K +$1K +63 New
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$878 -$162 -6,249 -16%
PCH
219
Polar Capital Holdings
United Kingdom
$239 – – –
Massachusetts Financial Services
220
Massachusetts Financial Services
Massachusetts
– -$19.3M -1,170,488 Closed
Adage Capital Partners
221
Adage Capital Partners
Massachusetts
– -$8.24M -500,000 Closed
CC
222
Covalis Capital
United Kingdom
– -$7.87M -477,571 Closed
Wellington Management Group
223
Wellington Management Group
Massachusetts
– -$5.76M -349,511 Closed
Allianz Asset Management
224
Allianz Asset Management
Germany
– -$5.45M -330,404 Closed
NIMI
225
Natixis Investment Managers International
France
– -$3.58M -217,152 Closed
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