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Shoals Technologies Group

198 hedge funds and large institutions have $1.9B invested in Shoals Technologies Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 86 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5M

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

95% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 44

16% more funds holding

Funds holding: 171198 (+27)

9.2% less ownership

Funds ownership: 108.59%99.39% (-9.2%)

31% less capital invested

Capital invested by funds: $2.75B → $1.9B (-$845M)

Holders
198
Holders Change
+27
Holders Change %
+15.79%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
55
Increased
86
Reduced
44
Closed
27
Calls
$13.7M
Puts
$5M
Net Calls
+$8.73M
Net Calls Change
+$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$323M -$15.6M -901,308 -5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$217M +$24.3M +1,400,989 +12%
Invesco
3
Invesco
Georgia
$120M +$956K +55,184 +0.8%
UBS AM
4
UBS AM
Illinois
$101M +$26.3M +1,518,692 +34%
Vanguard Group
5
Vanguard Group
Pennsylvania
$93.8M -$64.1M -3,700,103 -40%
ClearBridge Investments
6
ClearBridge Investments
New York
$89.5M -$9.07M -523,536 -9%
Capital Research Global Investors
7
Capital Research Global Investors
California
$59.1M +$31.1M +1,797,637 +108%
Ameriprise
8
Ameriprise
Minnesota
$56.6M +$9.54M +550,894 +20%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$56.2M +$5M +288,449 +10%
Goldman Sachs
10
Goldman Sachs
New York
$41M +$19.8M +1,140,800 +90%
BNP Paribas Asset Management
11
BNP Paribas Asset Management
France
$40.1M +$18.4M +1,064,519 +83%
State Street
12
State Street
Massachusetts
$34.3M +$1.13M +65,301 +3%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$33.5M +$8.97M +517,769 +36%
Capital World Investors
14
Capital World Investors
California
$33.2M -$120M -6,945,976 -78%
NIPH
15
NN Investment Partners Holdings
Netherlands
$33.2M +$17.5M +1,008,000 +107%
EAM
16
Erste Asset Management
Austria
$30.8M +$11.9M +685,382 +67%
Artisan Partners
17
Artisan Partners
Wisconsin
$28.5M +$143K +8,275 +0.5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$27.3M -$17.7M -1,022,961 -39%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$24M +$930K +53,686 +4%
First Trust Advisors
20
First Trust Advisors
Illinois
$21.8M +$3.06M +176,620 +16%
Norges Bank
21
Norges Bank
Norway
$21.7M -$10.2M -590,479 -32%
Amundi
22
Amundi
France
$17.4M +$17.8M +1,027,875 +20,653%
JP Morgan Chase
23
JP Morgan Chase
New York
$17.2M -$25.3M -1,458,232 -59%
BAMCO Inc
24
BAMCO Inc
New York
$17M -$4.33M -250,000 -20%
Swedbank
25
Swedbank
Sweden
$16.7M +$17M +982,037 New

SHLS Hedge Fund Activity: Q1 2022 in Review

198 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q1 2022, worth a combined $1.9B — down 31% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SHLS positions and 27 closed out — a net gain of 28 holders — while 86 added to existing stakes and 44 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $31.1M. The largest seller was Capital World Investors, cutting an estimated $120M.

  • 198 institutional investors held Shoals Technologies Group (SHLS) as of Q1 2022, up from 171 in Q4 2021.
  • Funds reported $1.9B of Shoals Technologies Group stock for Q1 2022, down 31% quarter-over-quarter.
  • 55 funds opened new Shoals Technologies Group positions in Q1 2022 and 27 closed out, a net change of +28 holders.
  • The largest Shoals Technologies Group buyer in Q1 2022 was Capital Research Global Investors, an estimated $31.1M added.
  • The largest Shoals Technologies Group seller in Q1 2022 was Capital World Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.