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Shoals Technologies Group

224 hedge funds and large institutions have $949M invested in Shoals Technologies Group in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $2.52M

2.41% more ownership

Funds ownership: 100.46%102.87% (+2.4%)

1% more capital invested

Capital invested by funds: $938M → $949M (+$11.2M)

5% less funds holding

Funds holding: 236224 (-12)

11% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 82

14% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 50

Holders
224
Holders Change
-12
Holders Change %
-5.08%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
73
Reduced
82
Closed
50
Calls
$11.4M
Puts
$2.52M
Net Calls
+$8.85M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$175M +$23.7M +4,665,121 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$94.9M +$2.93M +576,736 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$78.7M +$5.72M +1,125,938 +9%
Invesco
4
Invesco
Georgia
$35.5M +$5.58M +1,098,577 +21%
State Street
5
State Street
Massachusetts
$33.6M +$4.03M +793,600 +15%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$30.6M -$6.63M -1,306,643 -19%
ECA
7
Encompass Capital Advisors
New York
$29.9M +$3.47M +683,642 +14%
Franklin Resources
8
Franklin Resources
California
$26.3M -$203 -40 -0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$22M -$264K -52,001 -1%
PP
10
Peconic Partners
New York
$20.5M +$18.8M +3,700,000 New
EAM
11
Erste Asset Management
Austria
$20.3M +$653K +128,664 +4%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$19.1M +$9.83M +1,935,983 +126%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$16.8M -$1.41M -278,559 -8%
Citadel Advisors
14
Citadel Advisors
Florida
$14.1M +$12.2M +2,400,262 +1,666%
Goldman Sachs
15
Goldman Sachs
New York
$13.9M +$5.46M +1,074,958 +75%
FCM
16
Frontier Capital Management
Massachusetts
$13.8M +$3.26M +641,328 +34%
Morgan Stanley
17
Morgan Stanley
New York
$12.5M +$5.3M +1,044,534 +86%
Norges Bank
18
Norges Bank
Norway
$12.5M +$3.46M +681,228 +43%
Handelsbanken Fonder
19
Handelsbanken Fonder
Sweden
$12M -$2.71M -532,980 -20%
RGC
20
Redwood Grove Capital
California
$11.4M +$1.18M +233,373 +13%
TI
21
Trexquant Investment
Connecticut
$11.1M +$2.9M +571,956 +40%
Ameriprise
22
Ameriprise
Minnesota
$10.4M +$2.98M +587,235 +45%
ClearBridge Investments
23
ClearBridge Investments
New York
$10.3M -$1.86M -365,917 -16%
Northern Trust
24
Northern Trust
Illinois
$9.82M +$394K +77,633 +5%
ICM
25
Invenomic Capital Management
Massachusetts
$9.42M -$1.34M -263,629 -13%

SHLS Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q4 2024, worth a combined $949M — up 1.2% from $938M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SHLS and 43 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $23.7M. The largest seller was JP Morgan Chase, cutting an estimated $23.3M.

  • 224 institutional investors held Shoals Technologies Group (SHLS) as of Q4 2024, down from 236 in Q3 2024.
  • Funds reported $949M of Shoals Technologies Group stock for Q4 2024, up 1.2% quarter-over-quarter.
  • 43 funds opened new Shoals Technologies Group positions in Q4 2024 and 50 closed out, a net change of -7 holders.
  • The largest Shoals Technologies Group buyer in Q4 2024 was BlackRock, an estimated $23.7M added.
  • The largest Shoals Technologies Group seller in Q4 2024 was JP Morgan Chase, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.