We are live on ! Find out more
SHLS icon

Shoals Technologies Group

209 hedge funds and large institutions have $1.94B invested in Shoals Technologies Group in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $8.71M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

6% more funds holding

Funds holding: 198209 (+11)

5.42% more ownership

Funds ownership: 99.39%104.81% (+5.4%)

2% more capital invested

Capital invested by funds: $1.9B → $1.94B (+$33.5M)

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
76
Reduced
58
Closed
37
Calls
$18.3M
Puts
$8.71M
Net Calls
+$9.57M
Net Calls Change
+$838K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$258M -$49.4M -3,347,946 -18%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$221M +$10.3M +694,386 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$111M +$18.1M +1,228,689 +22%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$88.9M +$79.6M +5,393,069 New
ClearBridge Investments
5
ClearBridge Investments
New York
$84.7M -$1.69M -114,585 -2%
Invesco
6
Invesco
Georgia
$71.7M -$40.1M -2,715,698 -38%
Goldman Sachs
7
Goldman Sachs
New York
$67.1M +$24.7M +1,670,238 +70%
UBS AM
8
UBS AM
Illinois
$66M -$28.8M -1,947,886 -33%
BNP Paribas Asset Management
9
BNP Paribas Asset Management
France
$55.7M +$15.1M +1,024,208 +44%
ECA
10
Encompass Capital Advisors
New York
$52.2M +$46.8M +3,170,197 New
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$51.8M -$2.25M -152,215 -5%
State Street
12
State Street
Massachusetts
$47.9M +$13.2M +895,826 +45%
JP Morgan Chase
13
JP Morgan Chase
New York
$47.4M +$27.6M +1,870,061 +186%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$33M +$8.74M +591,842 +42%
BAMCO Inc
15
BAMCO Inc
New York
$33M +$14.8M +1,000,000 +100%
First Trust Advisors
16
First Trust Advisors
Illinois
$27.6M +$5.82M +394,261 +31%
EAM
17
Erste Asset Management
Austria
$27.1M +$1.17M +79,085 +5%
Franklin Resources
18
Franklin Resources
California
$24.6M +$8.19M +555,100 +59%
ECP
19
Electron Capital Partners
New York
$24.4M +$21.8M +1,478,563 New
Artisan Partners
20
Artisan Partners
Wisconsin
$23.5M -$3.64M -246,878 -15%
Swedbank
21
Swedbank
Sweden
$22.5M +$5.68M +384,463 +39%
Amundi
22
Amundi
France
$20.2M +$2.84M +192,697 +19%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$19.3M -$11.7M -793,306 -40%
KCM
24
Kornitzer Capital Management
Kansas
$19.2M +$4.67M +316,247 +37%
Northern Trust
25
Northern Trust
Illinois
$19.2M +$8.34M +564,686 +94%

SHLS Hedge Fund Activity: Q2 2022 in Review

209 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q2 2022, worth a combined $1.94B — up 1.8% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SHLS positions and 37 closed out — a net gain of 16 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $79.6M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $59.1M sold.

  • 209 institutional investors held Shoals Technologies Group (SHLS) as of Q2 2022, up from 198 in Q1 2022.
  • Funds reported $1.94B of Shoals Technologies Group stock for Q2 2022, up 1.8% quarter-over-quarter.
  • 53 funds opened new Shoals Technologies Group positions in Q2 2022 and 37 closed out, a net change of +16 holders.
  • The largest Shoals Technologies Group buyer in Q2 2022 was William Blair Investment Management, an estimated $79.6M added.
  • The largest Shoals Technologies Group seller in Q2 2022 was Capital Research Global Investors, an estimated $59.1M sold.

Based on aggregated 13F filings for Q2 2022.