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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
SMDAM
351
Sumitomo Mitsui DS Asset Management
Japan
$1.1M +$23.1K +65 +2%
BFM
352
Boothbay Fund Management
New York
$1.1M +$106K +298 +10%
AO
353
Advisor OS
Illinois
$1.08M +$61.7K +174 +6%
AWS
354
Atria Wealth Solutions
New York
$1.08M +$9.23K +26 +0.8%
BG
355
Bahl & Gaynor
Ohio
$1.07M -$38.3K -108 -3%
KRS
356
Kentucky Retirement Systems
Kentucky
$1.06M -$8.87K -25 -0.8%
ACH
357
ArrowMark Colorado Holdings
Colorado
$1.03M +$1.06M +3,000 New
MSRPS
358
Maryland State Retirement & Pension System
Maryland
$1.01M
HC
359
Henshaw Capital
Massachusetts
$1.01M
I
360
InceptionR
California
$1.01M +$1.05M +2,945 New
WPC
361
Waters Parkerson & Co
Louisiana
$988K
WF
362
WoodTrust Financial
Wisconsin
$959K +$222K +625 +29%
Bank of Nova Scotia
363
Bank of Nova Scotia
Ontario, Canada
$930K -$189K -533 -16%
GLA
364
Great Lakes Advisors
Illinois
$920K -$2.13K -6 -0.2%
LA
365
LVW Advisors
New York
$919K +$18.8K +53 +2%
Allspring Global Investments
366
Allspring Global Investments
North Carolina
$886K -$27.7K -78 -3%
CT
367
Chicago Trust
Illinois
$880K +$67.4K +190 +8%
GC
368
Guggenheim Capital
Illinois
$877K +$35.1K +99 +4%
DI
369
DFPG Investments
Utah
$875K +$152K +427 +20%
MWM
370
Mission Wealth Management
California
$875K +$16K +45 +2%
KeyBank National Association
371
KeyBank National Association
Ohio
$873K -$105K -297 -10%
CAN
372
Cetera Advisor Networks
California
$873K +$13.8K +39 +2%
LSERS
373
Louisiana State Employees Retirement System
Louisiana
$856K
IWC
374
Integrated Wealth Concepts
Massachusetts
$854K +$885K +2,494 New
RA
375
RiverPark Advisors
New York
$841K +$256K +720 +41%

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.