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Shoals Technologies Group

170 hedge funds and large institutions have $3.09B invested in Shoals Technologies Group in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 25 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $4.97M

236% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 25

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

10% more funds holding

Funds holding: 155170 (+15)

8.77% less ownership

Funds ownership: 115.2%106.44% (-8.8%)

19% less capital invested

Capital invested by funds: $3.82B → $3.09B (-$737M)

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
84
Reduced
25
Closed
30
Calls
$17.3M
Puts
$4.97M
Net Calls
+$12.3M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$514M +$10.4M +334,147 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$274M -$18.6M -598,864 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$250M +$43.1M +1,386,360 +18%
Capital World Investors
4
Capital World Investors
California
$248M +$113M +3,641,933 +69%
Invesco
5
Invesco
Georgia
$189M +$10.2M +328,326 +5%
ClearBridge Investments
6
ClearBridge Investments
New York
$152M -$23.9M -770,573 -12%
AllianceBernstein
7
AllianceBernstein
Tennessee
$110M -$18.9M -609,450 -13%
UBS AM
8
UBS AM
Illinois
$108M +$20.5M +658,948 +21%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$99.1M +$110M +3,554,207 New
Ameriprise
10
Ameriprise
Minnesota
$77.3M +$47M +1,513,036 +120%
JP Morgan Chase
11
JP Morgan Chase
New York
$72.8M +$21M +675,713 +35%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$65.5M +$1.99M +63,931 +3%
Capital Research Global Investors
13
Capital Research Global Investors
California
$55.5M -$26.2M -844,354 -30%
Wells Fargo
14
Wells Fargo
California
$55M +$21.9M +706,392 +56%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$53.5M +$6.27M +201,853 +12%
EAM
16
Eventide Asset Management
Massachusetts
$53.1M +$14.2M +457,600 +32%
BNP Paribas Asset Management
17
BNP Paribas Asset Management
France
$52.8M +$1.18M +37,826 +2%
Artisan Partners
18
Artisan Partners
Wisconsin
$49.5M +$2.82M +90,901 +5%
State Street
19
State Street
Massachusetts
$49.2M +$7.85M +252,785 +17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$35.2M +$6.75M +217,356 +21%
BAMCO Inc
21
BAMCO Inc
New York
$34M -$6.27M -201,727 -14%
Norges Bank
22
Norges Bank
Norway
$31.6M +$15.4M +494,939 +78%
Goldman Sachs
23
Goldman Sachs
New York
$30.7M -$4.99M -160,506 -13%
ECA
24
Encompass Capital Advisors
New York
$27.5M +$1.25M +40,277 +4%
AA
25
ALPS Advisors
Colorado
$27.2M +$7.68M +247,331 +34%

SHLS Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q3 2021, worth a combined $3.09B — down 19% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SHLS positions and 30 closed out — a net gain of 16 holders — while 84 added to existing stakes and 25 trimmed.

The largest buyer was Capital World Investors, adding an estimated $113M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $177M sold.

  • 170 institutional investors held Shoals Technologies Group (SHLS) as of Q3 2021, up from 155 in Q2 2021.
  • Funds reported $3.09B of Shoals Technologies Group stock for Q3 2021, down 19% quarter-over-quarter.
  • 46 funds opened new Shoals Technologies Group positions in Q3 2021 and 30 closed out, a net change of +16 holders.
  • The largest Shoals Technologies Group buyer in Q3 2021 was Capital World Investors, an estimated $113M added.
  • The largest Shoals Technologies Group seller in Q3 2021 was Oaktree Capital Management, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2021.