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Shoals Technologies Group
SHLS

Overview Fund Activity

221 hedge funds and large institutions have $946M invested in Shoals Technologies Group in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 81 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-11
Holders Change %
-4.74%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
44
Increased
70
Reduced
81
Closed
50
Calls
$11.4M
Puts
$2.53M
Net Calls
+$8.85M
Net Calls Change
+$66K

Top Buyers

1
BlackRock
BlackRock
New York
+$25.8M
2
PP
Peconic Partners
New York
+$20.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$13.3M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$10.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.23M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.4M
2
Millennium Management
Millennium Management
New York
-$12M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$11.9M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$10.3M
5
SCM
SIR Capital Management
New York
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
201
Principal Securities
Iowa
$2.21K +$608 +110 +38%
SSB
202
Sandy Spring Bank
Maryland
$2.02K -$30.6K -5,525 -94%
QL
203
Quarry LP
New York
$1.58K -$3.16K -571 -67%
LC
204
Lindbrook Capital
California
$1.49K -$5.4K -976 -78%
IA
205
IFP Advisors
Florida
$1.42K -$94 -15 -6%
BCMLT
206
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.11K – – –
Barrow, Hanley, Mewhinney & Strauss
207
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.06K – – –
PA
208
Parallel Advisors
California
$1K -$5.64K -1,019 -85%
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$979 – – –
SCM
210
Sterling Capital Management
North Carolina
$968 – – –
SAM
211
Smartleaf Asset Management
Massachusetts
$891 -$665 -118 -43%
TAM
212
Tucker Asset Management
Colorado
$702 +$702 +127 New
AF
213
Allworth Financial
California
$485 -$841 -196 -63%
RIL
214
Rothschild Investment LLC
Illinois
$442 -$1.08K -195 -71%
EWA
215
EverSource Wealth Advisors
Alabama
$442 +$215 +39 +95%
QCG
216
Quadrant Capital Group
Ohio
$421 -$177 -32 -30%
NSIM
217
North Star Investment Management
Illinois
$232 – – –
FFA
218
Farther Finance Advisors
California
$221 -$55 -10 -20%
BIA
219
Bell Investment Advisors
California
$205 -$532 -96 -72%
MAM
220
Morse Asset Management
Connecticut
$55 – – –
HNB
221
Huntington National Bank
Ohio
$6 -$6.32K -1,053 -100%
SCM
222
SIR Capital Management
New York
– -$10M -1,790,169 Closed
YCM
223
Yaupon Capital Management
New York
– -$8.58M -1,530,289 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
224
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.09M -551,055 Closed
RC
225
Roubaix Capital
Colorado
– -$2.16M -384,306 Closed
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