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Shoals Technologies Group

287 hedge funds and large institutions have $4.6B invested in Shoals Technologies Group in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
Holders Change %
0%
% of All Funds
4.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
123
Reduced
87
Closed
42
Calls
$25.4M
Puts
$19.9M
Net Calls
+$5.48M
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Shares
Change %
DPIM
201
Duff & Phelps Investment Management
Illinois
$385K +$90.4K +3,536 +31%
TPW
202
Transatlantique Private Wealth
New York
$382K +$8.56K +335 +2%
TC
203
TwinBeech Capital
New York
$376K +$376K +14,718 New
CCIA
204
Campbell & Co Investment Adviser
Maryland
$368K +$368K +14,399 New
CAN
205
Cetera Advisor Networks
California
$368K +$368K +14,396 New
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$366K +$366K +14,315 New
AIP
207
Ameritas Investment Partners
Nebraska
$362K +$36.4K +1,423 +11%
FRM
208
Fox Run Management
Connecticut
$362K +$362K +14,149 New
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$351K -$66.7K -2,611 -16%
CCWA
210
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$351K
US Bancorp
211
US Bancorp
Minnesota
$350K +$278K +10,887 +388%
VAFP
212
Vahanian & Associates Financial Planning
New York
$344K -$323K -12,650 -48%
DT
213
Diversified Trust
Tennessee
$343K +$21.8K +853 +7%
Assenagon Asset Management
214
Assenagon Asset Management
Luxembourg
$343K +$55.4K +2,167 +19%
Allianz Asset Management
215
Allianz Asset Management
Germany
$332K
BCV
216
Banque Cantonale Vaudoise
Switzerland
$325K -$7.22K -282 -2%
CAM
217
ClariVest Asset Management
California
$317K -$23K -900 -7%
AWA
218
Arete Wealth Advisors
Illinois
$313K +$313K +12,264 New
BC
219
BIT Capital
Germany
$307K
X
220
Xponance
Pennsylvania
$259K +$24.3K +949 +10%
Stifel Financial
221
Stifel Financial
Missouri
$255K +$255K +9,987 New
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$240K +$8.38K +328 +4%
SSWM
223
Sheets Smith Wealth Management
North Carolina
$239K +$239K +9,343 New
CC
224
Corton Capital
Ontario, Canada
$238K +$238K +9,329 New
JWCA
225
J.W. Cole Advisors
Florida
$238K -$26.8K -1,050 -10%