We are live on ! Find out more
SHLS icon

Shoals Technologies Group

236 hedge funds and large institutions have $938M invested in Shoals Technologies Group in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $7.33M

0% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 84

5% less funds holding

Funds holding: 248236 (-12)

13.9% less ownership

Funds ownership: 114.36%100.46% (-14%)

23% less capital invested

Capital invested by funds: $1.22B → $938M (-$278M)

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
236
Holders Change
-12
Holders Change %
-4.84%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
84
Reduced
84
Closed
51
Calls
$16.1M
Puts
$7.33M
Net Calls
+$8.78M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$6.73K +$6.59K +1,102 +1,124%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$6.33K -$3.64K -609 -35%
HNB
203
Huntington National Bank
Ohio
$5.91K -$550 -92 -8%
GI
204
GAMMA Investing
California
$5.76K +$2.26K +378 +58%
QL
205
Quarry LP
New York
$4.8K -$8.97K -1,500 -64%
HCA
206
Harbor Capital Advisors
Illinois
$3K +$2.81K +470 New
PI
207
PEAK6 Investments
Illinois
$2.96K -$7.32K -1,224 -70%
FHA
208
First Horizon Advisors
Tennessee
$2.83K
TFA
209
Toth Financial Advisory
Virginia
$2.81K
PD
210
Point72 (DIFC)
United Arab Emirates
$2.77K -$324K -54,156 -99%
BTI
211
Blue Trust Inc
Georgia
$2.38K -$1.05K -176 -32%
CA
212
CoreCap Advisors
Michigan
$2.24K
SSG
213
Summit Securities Group
New York
$2K +$2.13K +356 New
CAL
214
Capital Advisors Ltd
Ohio
$2K +$2.59K +433 New
AF
215
Allworth Financial
California
$1.73K +$753 +126 +69%
PS
216
Principal Securities
Iowa
$1.62K +$777 +130 +82%
SAM
217
Smartleaf Asset Management
Massachusetts
$1.61K +$1.17K +195 +241%
RIL
218
Rothschild Investment LLC
Illinois
$1.54K +$1.14K +190 +224%
JFGIW
219
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.47K +$1.56K +261 New
CA
220
Clearstead Advisors
Ohio
$1.41K -$1.79K -300 -54%
IA
221
IFP Advisors
Florida
$1.35K
ACM
222
Aster Capital Management
United Arab Emirates
$1.14K +$1.22K +204 New
BCMLT
223
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.12K
Barrow, Hanley, Mewhinney & Strauss
224
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.08K +$640 +107 +126%
BCV
225
Banque Cantonale Vaudoise
Switzerland
$1K

SHLS Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q3 2024, worth a combined $938M — down 23% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SHLS and 39 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 84 added.

The largest buyer was Point72 Asset Management, adding an estimated $33.6M. The largest seller was Joho Capital, exiting entirely with an estimated $60.2M sold.

  • 236 institutional investors held Shoals Technologies Group (SHLS) as of Q3 2024, down from 248 in Q2 2024.
  • Funds reported $938M of Shoals Technologies Group stock for Q3 2024, down 23% quarter-over-quarter.
  • 39 funds opened new Shoals Technologies Group positions in Q3 2024 and 51 closed out, a net change of -12 holders.
  • The largest Shoals Technologies Group buyer in Q3 2024 was Point72 Asset Management, an estimated $33.6M added.
  • The largest Shoals Technologies Group seller in Q3 2024 was Joho Capital, an estimated $60.2M sold.

Based on aggregated 13F filings for Q3 2024.