Shoals Technologies Group
SHLS
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, 83 increasing their positions, 26 reducing their positions, and 30 closing their positions.
248% more call options, than puts
Call options by funds: $17.3M | Put options by funds: $4.97M
219% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 26
53% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 30
10% more funds holding
Funds holding: 155 → 170 (+15)
8.77% less ownership
Funds ownership: 115.21% → 106.44% (-8.8%)
19% less capital invested
Capital invested by funds: $3.82B → $3.09B (-$737M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$113M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$47M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$43.1M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$26.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$177M |
| 2 |
ZP
Zimmer Partners
New York
|
-$52.8M |
| 3 |
SCM
Segantii Capital Management
Hong Kong
|
-$26.6M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$26.2M |
| 5 |
ClearBridge Investments
New York
|
-$23.9M |
SHLS Hedge Fund Activity: Q3 2021 in Review
170 of the 5,728 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 83 added to existing stakes and 26 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.