We are live on ! Find out more
SHLS icon

Shoals Technologies Group

289 hedge funds and large institutions have $4.6B invested in Shoals Technologies Group in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 123 increasing their positions, 89 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 89

27% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $19.9M

16% more capital invested

Capital invested by funds: $3.95B → $4.6B (+$650M)

2.99% more ownership

Funds ownership: 103.4%106.39% (+3%)

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

0% more funds holding

Funds holding: 289289 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
289
Holders Change
Holders Change %
0%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
123
Reduced
89
Closed
42
Calls
$25.4M
Puts
$19.9M
Net Calls
+$5.48M
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$489M +$66.1M +2,858,043 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$413M +$4M +173,026 +1%
ClearBridge Investments
3
ClearBridge Investments
New York
$218M +$24M +1,037,494 +14%
Invesco
4
Invesco
Georgia
$198M +$6.21M +268,727 +4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$186M +$30.9M +1,337,923 +23%
AllianceBernstein
6
AllianceBernstein
Tennessee
$158M -$344K -14,866 -0.2%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$129M -$386K -16,705 -0.3%
JP Morgan Chase
8
JP Morgan Chase
New York
$127M +$33.7M +1,458,174 +42%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$121M +$29M +1,254,232 +36%
UBS AM
10
UBS AM
Illinois
$121M
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$110M +$10.9M +471,733 +12%
ECA
12
Encompass Capital Advisors
New York
$105M -$6.16M -266,278 -6%
State Street
13
State Street
Massachusetts
$100M -$825K -35,666 -0.9%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$94.8M +$11.8M +508,622 +16%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$87.8M +$7.19M +310,971 +10%
Goldman Sachs
16
Goldman Sachs
New York
$77.6M -$10.2M -441,794 -13%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$76.7M +$5.35M +231,302 +8%
Norges Bank
18
Norges Bank
Norway
$74.5M +$8.47M +366,089 +14%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$69.6M -$3.41M -147,248 -5%
EAM
20
Eventide Asset Management
Massachusetts
$62.8M +$6.51M +281,373 +13%
MCM
21
Moore Capital Management
New York
$61.3M +$27.5M +1,188,146 +98%
Amundi
22
Amundi
France
$46.8M +$14.8M +639,096 +53%
EAM
23
Erste Asset Management
Austria
$46.7M +$2.94M +127,147 +7%
BAMCO Inc
24
BAMCO Inc
New York
$46M
Artisan Partners
25
Artisan Partners
Wisconsin
$44.1M -$684K -29,589 -2%

SHLS Hedge Fund Activity: Q2 2023 in Review

289 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q2 2023, worth a combined $4.6B — up 16% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SHLS positions and 42 closed out — a net gain of 3 holders — while 123 added to existing stakes and 89 trimmed.

The largest buyer was BlackRock, adding an estimated $66.1M. The largest seller was Jane Street, cutting an estimated $83.7M.

  • 289 institutional investors held Shoals Technologies Group (SHLS) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $4.6B of Shoals Technologies Group stock for Q2 2023, up 16% quarter-over-quarter.
  • 45 funds opened new Shoals Technologies Group positions in Q2 2023 and 42 closed out, a net change of +3 holders.
  • The largest Shoals Technologies Group buyer in Q2 2023 was BlackRock, an estimated $66.1M added.
  • The largest Shoals Technologies Group seller in Q2 2023 was Jane Street, an estimated $83.7M sold.

Based on aggregated 13F filings for Q2 2023.