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Shoals Technologies Group

248 hedge funds and large institutions have $1.22B invested in Shoals Technologies Group in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $12.1M

19% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 84

2.79% less ownership

Funds ownership: 117.15%114.36% (-2.8%)

11% less funds holding

Funds holding: 278248 (-30)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

41% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 71

46% less capital invested

Capital invested by funds: $2.23B → $1.22B (-$1.02B)

Holders
248
Holders Change
-30
Holders Change %
-10.79%
% of All Funds
3.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
100
Reduced
84
Closed
71
Calls
$14.8M
Puts
$12.1M
Net Calls
+$2.79M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
201
Amalgamated Bank
New York
$36K
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.4K -$82.4K -10,333 -69%
SOW
203
State of Wyoming
Wyoming
$24.4K +$3.43K +430 +12%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$24.3K -$18.3M -2,289,387 -100%
AP
205
Antipodes Partners
Australia
$22.4K -$9.61K -1,205 -25%
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$22K +$27.9K +3,500 +3,500%
TFIPS
207
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.7K
PAS
208
Point72 Asia (Singapore)
Singapore
$18.5K -$97.3K -12,193 -80%
ETC
209
Exchange Traded Concepts
Oklahoma
$15.6K -$5.68K -712 -22%
QL
210
Quarry LP
New York
$14.7K +$16.2K +2,033 +629%
CM
211
Castleark Management
Illinois
$13.4K
AssetMark Inc
212
AssetMark Inc
California
$11.9K
PI
213
PEAK6 Investments
Illinois
$10.9K +$14K +1,751 New
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$10.8K -$80 -10 -0.6%
BWL
215
Bogart Wealth LLC
Virginia
$8.59K +$11K +1,376 New
CCA
216
Catalyst Capital Advisors
New York
$7.84K +$3.93K +493 +65%
MRC
217
Millburn Ridgefield Corp
New York
$7.84K +$3.93K +493 +65%
US Bancorp
218
US Bancorp
Minnesota
$7.53K +$1.69K +212 +21%
HNB
219
Huntington National Bank
Ohio
$7.15K -$191 -24 -2%
BTI
220
Blue Trust Inc
Georgia
$6.24K +$4.45K +558 New
C
221
Covestor
United Kingdom
$6K +$7.28K +913 +1,660%
LC
222
Lindbrook Capital
California
$4.81K +$2.32K +291 +61%
GI
223
GAMMA Investing
California
$4.05K +$1.74K +218 +51%
Russell Investments Group
224
Russell Investments Group
United Kingdom
$3.7K -$318K -39,887 -99%
CA
225
Clearstead Advisors
Ohio
$3.44K +$4.4K +552 New

SHLS Hedge Fund Activity: Q2 2024 in Review

248 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q2 2024, worth a combined $1.22B — down 46% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of SHLS and 42 opened new positions — a net loss of 29 holders — while 84 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $27.8M. The largest seller was William Blair Investment Management, cutting an estimated $66.4M.

  • 248 institutional investors held Shoals Technologies Group (SHLS) as of Q2 2024, down from 278 in Q1 2024.
  • Funds reported $1.22B of Shoals Technologies Group stock for Q2 2024, down 46% quarter-over-quarter.
  • 42 funds opened new Shoals Technologies Group positions in Q2 2024 and 71 closed out, a net change of -29 holders.
  • The largest Shoals Technologies Group buyer in Q2 2024 was BlackRock, an estimated $27.8M added.
  • The largest Shoals Technologies Group seller in Q2 2024 was William Blair Investment Management, an estimated $66.4M sold.

Based on aggregated 13F filings for Q2 2024.