SHLS icon

Shoals Technologies Group
SHLS

Overview Fund Activity

288 hedge funds and large institutions have $3.07B invested in Shoals Technologies Group in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 90 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-10
Holders Change %
-3.36%
% of All Funds
4.22%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
50
Increased
123
Reduced
90
Closed
57
Calls
$27.4M
Puts
$8.95M
Net Calls
+$18.5M
Net Calls Change
+$2.96M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$201M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$61M
3
BlackRock
BlackRock
New York
$335M
4
Millennium Management
Millennium Management
New York
$57.2M
5
ECA
Encompass Capital Advisors
New York
$106M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$22.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.85M
3
EAM
Eventide Asset Management
Massachusetts
$0
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$19.9M
5
Artisan Partners
Artisan Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$335M +$40.5M +2,607,166 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$254M +$3.5M +225,464 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$201M +$44.5M +2,864,879 +29%
ClearBridge Investments
4
ClearBridge Investments
New York
$140M +$3.63M +233,377 +3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$110M +$11.4M +735,973 +12%
ECA
6
Encompass Capital Advisors
New York
$106M +$37.3M +2,399,166 +54%
Invesco
7
Invesco
Georgia
$95M -$2.49M -160,240 -3%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$92.6M +$356K +22,899 +0.4%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$78M – – –
Citadel Advisors
10
Citadel Advisors
Florida
$69M +$37.3M +2,397,083 +117%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$68.9M +$1.15M +73,903 +2%
State Street
12
State Street
Massachusetts
$67.9M +$5.62M +361,491 +9%
BNP Paribas Asset Management
13
BNP Paribas Asset Management
France
$61M +$43M +2,770,274 +240%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$58.6M +$2.94M +189,205 +5%
Millennium Management
15
Millennium Management
New York
$57.2M +$37.6M +2,419,633 +192%
Morgan Stanley
16
Morgan Stanley
New York
$54.4M +$32M +2,058,034 +143%
JC
17
Joho Capital
New York
$47.2M +$29.7M +1,910,518 +170%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$39.2M +$29.4M +1,894,560 +302%
EAM
19
Erste Asset Management
Austria
$35M +$5.32M +336,407 +18%
SCM
20
SIR Capital Management
New York
$34.8M +$20.3M +1,305,728 +140%
Goldman Sachs
21
Goldman Sachs
New York
$34.4M +$4.81M +309,261 +16%
Amundi
22
Amundi
France
$34M +$3.51M +230,604 +12%
First Trust Advisors
23
First Trust Advisors
Illinois
$33.9M +$8.37M +538,908 +33%
Franklin Resources
24
Franklin Resources
California
$33.6M +$3.94M +253,386 +13%
ECP
25
Electron Capital Partners
New York
$33.4M +$16.9M +1,089,848 +103%
1
2 3 4 5