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Pool Corp

689 hedge funds and large institutions have $13.6B invested in Pool Corp in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 260 increasing their positions, 235 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $11.8B → $13.6B (+$1.77B)

11% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 235

4% more funds holding

Funds holding: 662689 (+27)

0.88% more ownership

Funds ownership: 100.41%101.3% (+0.88%)

78% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $429M

Holders
689
Holders Change
+27
Holders Change %
+4.08%
% of All Funds
10.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
96
Increased
260
Reduced
235
Closed
55
Calls
$92.3M
Puts
$429M
Net Calls
-$337M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
326
SRN Advisors
Pennsylvania
$1.3M +$243K +685 +22%
Rafferty Asset Management
327
Rafferty Asset Management
New York
$1.28M +$472K +1,331 +55%
TI
328
Trexquant Investment
Connecticut
$1.27M +$1.32M +3,722 New
CS
329
Candriam SCA
Luxembourg
$1.26M +$982K +2,767 New
MYIA
330
Mount Yale Investment Advisors
Colorado
$1.25M +$325K +915 +33%
MWM
331
Meridian Wealth Management
Kentucky
$1.25M
CGH
332
Crossmark Global Holdings
Texas
$1.23M +$181K +511 +17%
JMPWA
333
JP Morgan Private Wealth Advisors
California
$1.21M -$82K -231 -6%
TRSOTSOK
334
Teachers Retirement System of the State of Kentucky
Kentucky
$1.21M
DDC
335
DF Dent & Co
Maryland
$1.21M +$1.77K +5 +0.1%
BCIM
336
British Columbia Investment Management
British Columbia, Canada
$1.21M
TFCM
337
Taylor Frigon Capital Management
Arizona
$1.19M -$1.77K -5 -0.1%
KI
338
Kula Investments
Illinois
$1.18M +$627K +1,766 +104%
API
339
Advisor Partners II
California
$1.15M +$142K +401 +14%
HIMCH
340
Hartford Investment Management Co (HIMCO)
Connecticut
$1.14M +$168K +472 +17%
PA
341
Paragon Advisors
Texas
$1.14M -$598K -1,684 -34%
EGM
342
Engineers Gate Manager
New York
$1.14M +$1.18M +3,315 New
QIM
343
Quantitative Investment Management
Virginia
$1.13M +$840K +2,367 +252%
HighTower Advisors
344
HighTower Advisors
Illinois
$1.13M +$112K +315 +11%
MML Investors Services
345
MML Investors Services
Massachusetts
$1.12M +$3.9K +11 +0.3%
SAM
346
Securian Asset Management
Minnesota
$1.12M
WBC
347
Westpac Banking Corp
Australia
$1.12M
Mackenzie Financial
348
Mackenzie Financial
Ontario, Canada
$1.11M -$710 -2 -0.1%
BEI
349
Benjamin Edwards Inc
Missouri
$1.11M +$1.42K +4 +0.1%
TRCT
350
Tower Research Capital (TRC)
New York
$1.1M -$78.4K -221 -6%

POOL Hedge Fund Activity: Q1 2023 in Review

689 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q1 2023, worth a combined $13.6B — up 15% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new POOL positions and 55 closed out — a net gain of 41 holders — while 260 added to existing stakes and 235 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $234M. The largest seller was Eagle Asset Management, cutting an estimated $98.7M.

  • 689 institutional investors held Pool Corp (POOL) as of Q1 2023, up from 662 in Q4 2022.
  • Funds reported $13.6B of Pool Corp stock for Q1 2023, up 15% quarter-over-quarter.
  • 96 funds opened new Pool Corp positions in Q1 2023 and 55 closed out, a net change of +41 holders.
  • The largest Pool Corp buyer in Q1 2023 was Baillie Gifford & Co, an estimated $234M added.
  • The largest Pool Corp seller in Q1 2023 was Eagle Asset Management, an estimated $98.7M sold.

Based on aggregated 13F filings for Q1 2023.