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Shoals Technologies Group

224 hedge funds and large institutions have $949M invested in Shoals Technologies Group in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $2.52M

2.41% more ownership

Funds ownership: 100.46%102.87% (+2.4%)

1% more capital invested

Capital invested by funds: $938M → $949M (+$11.2M)

5% less funds holding

Funds holding: 236224 (-12)

11% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 82

14% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 50

Holders
224
Holders Change
-12
Holders Change %
-5.08%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
73
Reduced
82
Closed
50
Calls
$11.4M
Puts
$2.52M
Net Calls
+$8.85M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$2.92K -$3.04K -600 -53%
TFA
202
Toth Financial Advisory
Virginia
$2.77K
CA
203
CoreCap Advisors
Michigan
$2.21K
PS
204
Principal Securities
Iowa
$2.21K +$558 +110 +38%
SSB
205
Sandy Spring Bank
Maryland
$2.02K -$28K -5,525 -94%
QL
206
Quarry LP
New York
$1.58K -$2.9K -571 -67%
LC
207
Lindbrook Capital
California
$1.49K -$4.95K -976 -78%
IA
208
IFP Advisors
Florida
$1.42K -$76 -15 -6%
BCMLT
209
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.11K
Barrow, Hanley, Mewhinney & Strauss
210
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.06K
PA
211
Parallel Advisors
California
$1K -$5.17K -1,019 -85%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$979
SCM
213
Sterling Capital Management
North Carolina
$968
SAM
214
Smartleaf Asset Management
Massachusetts
$891 -$599 -118 -43%
TAM
215
Tucker Asset Management
Colorado
$702 +$645 +127 New
AF
216
Allworth Financial
California
$485 -$995 -196 -63%
RIL
217
Rothschild Investment LLC
Illinois
$442 -$990 -195 -71%
EWA
218
EverSource Wealth Advisors
Alabama
$442 +$198 +39 +95%
QCG
219
Quadrant Capital Group
Ohio
$421 -$162 -32 -30%
NSIM
220
North Star Investment Management
Illinois
$232
FFA
221
Farther Finance Advisors
California
$221 -$51 -10 -20%
BIA
222
Bell Investment Advisors
California
$205 -$487 -96 -72%
MAM
223
Morse Asset Management
Connecticut
$55
HNB
224
Huntington National Bank
Ohio
$6 -$5.34K -1,053 -100%
SCM
225
SIR Capital Management
New York
-$10M -1,790,169 Closed

SHLS Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2024, worth a combined $949M — up 1.2% from $938M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SHLS and 43 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $23.7M. The largest seller was JP Morgan Chase, cutting an estimated $23.3M.

  • 224 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2024, down from 236 in Q3 2024.
  • Funds reported $949M of Shoals Technologies Group stock for Q4 2024, up 1.2% quarter-over-quarter.
  • 43 funds opened new Shoals Technologies Group positions in Q4 2024 and 50 closed out, a net change of -7 holders.
  • The largest Shoals Technologies Group buyer in Q4 2024 was BlackRock, an estimated $23.7M added.
  • The largest Shoals Technologies Group seller in Q4 2024 was JP Morgan Chase, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.