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Pool Corp

693 hedge funds and large institutions have $16.1B invested in Pool Corp in 2021 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 270 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 230

3% more funds holding

Funds holding: 673693 (+20)

0.27% more ownership

Funds ownership: 92.41%92.68% (+0.27%)

5% less capital invested

Capital invested by funds: $17B → $16.1B (-$849M)

6% less call options, than puts

Call options by funds: $117M | Put options by funds: $124M

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
693
Holders Change
+20
Holders Change %
+2.97%
% of All Funds
12.13%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
80
Increased
270
Reduced
230
Closed
53
Calls
$117M
Puts
$124M
Net Calls
-$6.84M
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Nations Financial Group
Iowa
$1.96M +$1.18M +2,495 +124%
SAA
302
Southeast Asset Advisors
Georgia
$1.95M +$28K +59 +1%
JHP
303
James Hambro & Partners
United Kingdom
$1.92M +$1.19M +2,514 +132%
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$1.92M +$37K +78 +2%
BG
305
Bahl & Gaynor
Ohio
$1.89M +$3.32K +7 +0.2%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$1.89M +$32.7K +69 +2%
NW
307
NewEdge Wealth
Pennsylvania
$1.87M +$256K +540 +14%
MCM
308
MAI Capital Management
Ohio
$1.85M +$29.4K +62 +1%
PNC Financial Services Group
309
PNC Financial Services Group
Pennsylvania
$1.82M +$2.37K +5 +0.1%
CCM
310
Coldstream Capital Management
Washington
$1.82M -$1.35M -2,846 -34%
IAS
311
Investment Advisory Services
Texas
$1.81M
AI
312
AdvisorShares Investments
Maryland
$1.79M +$1.95M +4,114 New
KeyBank National Association
313
KeyBank National Association
Ohio
$1.74M +$6.64K +14 +0.4%
BGDI
314
BW Gestao de Investimentos
Brazil
$1.74M +$853K +1,800 +82%
LSA
315
L & S Advisors
California
$1.74M -$1.9K -4 -0.1%
American Century Companies
316
American Century Companies
Missouri
$1.72M +$235K +495 +14%
MGWM
317
Marks Group Wealth Management
Minnesota
$1.72M +$793K +1,674 +72%
PI
318
PineBridge Investments
New York
$1.67M -$2.57M -5,432 -59%
S
319
Seeyond
France
$1.63M -$916K -1,932 -34%
BS
320
Banco Santander
Spain
$1.63M
II
321
Inspire Investing
Idaho
$1.62M +$824K +1,738 +87%
JIM
322
Jensen Investment Management
Oregon
$1.59M +$1.74M +3,670 New
KWM
323
Kingsview Wealth Management
Oregon
$1.56M -$201K -425 -11%
SC
324
SRB Corp
Massachusetts
$1.55M +$1.69M +3,574 New
DC
325
Davenport & Co
Virginia
$1.52M +$1.21M +2,546 +266%