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Shoals Technologies Group
SHLS

Overview Fund Activity

287 hedge funds and large institutions have $3.95B invested in Shoals Technologies Group in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 153 increasing their positions, 64 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
153
Reduced
64
Closed
34
Calls
$27.8M
Puts
$22M
Net Calls
+$5.8M
Net Calls Change
+$12.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$365M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$135M
3
Jane Street
Jane Street
New York
$86.7M
4
BlackRock
BlackRock
New York
$371M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$65.4M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
$8.28M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
3
ZP
Zimmer Partners
New York
$0
4
ECP
Electron Capital Partners
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$371M +$70.9M +3,112,106 +24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$365M +$151M +6,605,337 +70%
ClearBridge Investments
3
ClearBridge Investments
New York
$171M +$24.8M +1,088,747 +17%
Invesco
4
Invesco
Georgia
$170M +$59.7M +2,619,449 +54%
AllianceBernstein
5
AllianceBernstein
Tennessee
$141M +$21.1M +927,273 +18%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$135M +$83.5M +3,663,343 +161%
UBS AM
7
UBS AM
Illinois
$121M -$9.72M -426,492 -7%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$115M -$41.6M -1,823,710 -26%
ECA
9
Encompass Capital Advisors
New York
$99.6M +$56.3M +2,472,167 +130%
State Street
10
State Street
Massachusetts
$90.2M +$11.4M +501,533 +15%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$87.8M +$6.03M +264,411 +7%
Jane Street
12
Jane Street
New York
$86.7M +$73.6M +3,231,268 +563%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$79.9M +$13M +568,248 +19%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$79.5M -$5.46M -239,745 -6%
Goldman Sachs
15
Goldman Sachs
New York
$79.2M -$1.09M -47,828 -1%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$72.9M +$34M +1,490,184 +87%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$71.2M +$13.2M +579,306 +23%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$65.4M +$61.3M +2,691,643 +1,512%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$63.1M +$2.01M +88,333 +3%
Norges Bank
20
Norges Bank
Norway
$58.1M +$14.7M +645,752 +34%
EAM
21
Eventide Asset Management
Massachusetts
$49.6M +$14.9M +654,257 +43%
Morgan Stanley
22
Morgan Stanley
New York
$41.1M +$15.2M +667,030 +59%
BAMCO Inc
23
BAMCO Inc
New York
$41M – – –
Franklin Resources
24
Franklin Resources
California
$40.9M +$7.85M +344,554 +24%
Artisan Partners
25
Artisan Partners
Wisconsin
$40M -$1.46M -64,277 -4%
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