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Shoals Technologies Group

171 hedge funds and large institutions have $2.75B invested in Shoals Technologies Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $8.57M | Put options by funds: $3.96M

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

2.15% more ownership

Funds ownership: 106.44%108.59% (+2.2%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

1% more funds holding

Funds holding: 170171 (+1)

11% less capital invested

Capital invested by funds: $3.09B → $2.75B (-$338M)

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
74
Reduced
48
Closed
32
Calls
$8.57M
Puts
$3.96M
Net Calls
+$4.61M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$483M +$41.9M +1,455,903 +8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$275M +$43.1M +1,499,901 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$224M +$6.9M +239,937 +3%
Capital World Investors
4
Capital World Investors
California
$216M
Invesco
5
Invesco
Georgia
$170M +$6.6M +229,491 +3%
ClearBridge Investments
6
ClearBridge Investments
New York
$140M +$9.01M +313,177 +6%
UBS AM
7
UBS AM
Illinois
$108M +$16.2M +564,043 +15%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$73.1M -$15.7M -546,668 -15%
Ameriprise
9
Ameriprise
Minnesota
$67.3M -$68.9K -2,396 -0.1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$63.8M +$7.98M +277,344 +12%
JP Morgan Chase
11
JP Morgan Chase
New York
$59.9M -$4.22M -146,686 -6%
State Street
12
State Street
Massachusetts
$47.3M +$5.24M +182,374 +10%
Norges Bank
13
Norges Bank
Norway
$45.2M +$20.9M +727,726 +64%
EAM
14
Eventide Asset Management
Massachusetts
$44.9M -$1.67M -58,160 -3%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$44.3M +$52.4M +1,822,830 New
Capital Research Global Investors
16
Capital Research Global Investors
California
$40.6M -$9.24M -321,244 -16%
Artisan Partners
17
Artisan Partners
Wisconsin
$40.5M -$3.22M -111,933 -6%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$35.1M -$13.6M -473,263 -25%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$33M +$2.74M +95,218 +8%
BNP Paribas Asset Management
20
BNP Paribas Asset Management
France
$31.3M -$17.4M -606,777 -32%
Goldman Sachs
21
Goldman Sachs
New York
$30.7M +$4.65M +161,650 +15%
BAMCO Inc
22
BAMCO Inc
New York
$30.4M +$840K +29,206 +2%
First Trust Advisors
23
First Trust Advisors
Illinois
$26.8M +$4.97M +172,814 +19%
EAM
24
Erste Asset Management
Austria
$24.8M +$6.17M +214,680 +26%
Morgan Stanley
25
Morgan Stanley
New York
$24.5M +$17.7M +616,994 +158%

SHLS Hedge Fund Activity: Q4 2021 in Review

171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2021, worth a combined $2.75B — down 11% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SHLS positions and 32 closed out — a net gain of 2 holders — while 74 added to existing stakes and 48 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $43.1M. The largest seller was AllianceBernstein, cutting an estimated $106M.

  • 171 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2021, up from 170 in Q3 2021.
  • Funds reported $2.75B of Shoals Technologies Group stock for Q4 2021, down 11% quarter-over-quarter.
  • 34 funds opened new Shoals Technologies Group positions in Q4 2021 and 32 closed out, a net change of +2 holders.
  • The largest Shoals Technologies Group buyer in Q4 2021 was T. Rowe Price Associates, an estimated $43.1M added.
  • The largest Shoals Technologies Group seller in Q4 2021 was AllianceBernstein, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2021.