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Shoals Technologies Group
SHLS

Overview Fund Activity

168 hedge funds and large institutions have $3.09B invested in Shoals Technologies Group in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 25 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+14
Holders Change %
+9.09%
% of All Funds
2.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
83
Reduced
25
Closed
30
Calls
$17.3M
Puts
$4.97M
Net Calls
+$12.3M
Net Calls Change
-$24.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$248M
2
Ameriprise
Ameriprise
Minnesota
$77.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$250M
4
First Trust Advisors
First Trust Advisors
Illinois
$25.9M
5
Wells Fargo
Wells Fargo
California
$55.1M

Top Sellers

1
OCM
Oaktree Capital Management
California
$0
2
ZP
Zimmer Partners
New York
$10.2M
3
SCM
Segantii Capital Management
Hong Kong
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$55.5M
5
ClearBridge Investments
ClearBridge Investments
New York
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$514M +$9.32M +334,147 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$274M -$16.7M -598,864 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$250M +$38.7M +1,386,360 +18%
Capital World Investors
4
Capital World Investors
California
$248M +$102M +3,641,933 +69%
Invesco
5
Invesco
Georgia
$189M +$9.15M +328,326 +5%
ClearBridge Investments
6
ClearBridge Investments
New York
$152M -$21.5M -770,573 -12%
AllianceBernstein
7
AllianceBernstein
Tennessee
$110M -$17M -609,450 -13%
UBS AM
8
UBS AM
Illinois
$108M +$18.4M +658,948 +21%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$99.1M +$99.1M +3,554,207 New
Ameriprise
10
Ameriprise
Minnesota
$77.3M +$42.2M +1,513,036 +120%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$72.8M +$18.8M +675,713 +35%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$65.5M +$1.78M +63,931 +3%
Capital Research Global Investors
13
Capital Research Global Investors
California
$55.5M -$23.5M -844,354 -30%
Wells Fargo
14
Wells Fargo
California
$55.1M +$19.7M +706,392 +56%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$53.5M +$5.63M +201,853 +12%
EAM
16
Eventide Asset Management
Massachusetts
$53.1M +$12.8M +457,600 +32%
BNP Paribas Asset Management
17
BNP Paribas Asset Management
France
$52.8M +$1.05M +37,826 +2%
Artisan Partners
18
Artisan Partners
Wisconsin
$49.5M +$2.53M +90,901 +5%
State Street
19
State Street
Massachusetts
$49.2M +$7.05M +252,785 +17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$35.2M +$6.06M +217,356 +21%
BAMCO Inc
21
BAMCO Inc
New York
$34M -$5.62M -201,727 -14%
Norges Bank
22
Norges Bank
Norway
$31.6M +$13.8M +494,939 +78%
Goldman Sachs
23
Goldman Sachs
New York
$30.7M -$4.47M -160,506 -13%
ECA
24
Encompass Capital Advisors
New York
$27.5M +$1.12M +40,277 +4%
AA
25
ALPS Advisors
Colorado
$27.2M +$6.9M +247,331 +34%
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