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Pool Corp

769 hedge funds and large institutions have $15.8B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 306 increasing their positions, 270 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

13% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 270

2% more funds holding

Funds holding: 757769 (+12)

2% less capital invested

Capital invested by funds: $16.1B → $15.8B (-$323M)

2.5% less ownership

Funds ownership: 104.5%102% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $104M | Put options by funds: $148M

Holders
769
Holders Change
+12
Holders Change %
+1.59%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
306
Reduced
270
Closed
62
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SAA
351
Southeast Asset Advisors
Georgia
$1.54M +$40.3K +103 +3%
TRCT
352
Tower Research Capital (TRC)
New York
$1.53M -$784K -2,006 -35%
IAS
353
Investment Advisory Services
Texas
$1.53M +$391 +1 +0%
IWC
354
Integrated Wealth Concepts
Massachusetts
$1.52M +$97.7K +250 +7%
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$1.51M -$89.1K -228 -6%
AO
356
Advisor OS
Illinois
$1.48M +$147K +377 +11%
Cerity Partners
357
Cerity Partners
New York
$1.45M +$973K +2,490 +224%
CGH
358
Crossmark Global Holdings
Texas
$1.45M +$24.6K +63 +2%
WCA
359
Waratah Capital Advisors
Ontario, Canada
$1.42M -$287K -735 -17%
TFCM
360
Taylor Frigon Capital Management
Arizona
$1.42M +$7.43K +19 +0.5%
NG
361
Norden Group
Utah
$1.41M +$262K +671 +24%
RC
362
Roundview Capital
New Jersey
$1.41M +$84.8K +217 +7%
SA
363
SpiderRock Advisors
Delaware
$1.4M +$1.38M +3,534 New
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$1.4M -$407K -1,040 -23%
HighTower Advisors
365
HighTower Advisors
Illinois
$1.36M -$26.2K -67 -2%
OPERF
366
Oregon Public Employees Retirement Fund
Oregon
$1.34M -$380K -972 -23%
CB
367
Commerce Bank
Missouri
$1.33M -$50K -128 -4%
Polen Capital Management
368
Polen Capital Management
Florida
$1.33M -$38.7K -99 -3%
TRSOTSOK
369
Teachers Retirement System of the State of Kentucky
Kentucky
$1.32M -$40.7K -104 -3%
MYIA
370
Mount Yale Investment Advisors
Colorado
$1.31M -$159K -407 -11%
GIBU
371
Gulf International Bank (UK)
United Kingdom
$1.31M
A
372
Allianz
Germany
$1.31M +$1.26M +3,236 New
BOC
373
Barbara Oil Co
Illinois
$1.3M +$313K +800 +33%
OSAM
374
O'Shaughnessy Asset Management
Connecticut
$1.28M +$555K +1,419 +81%
Pacer Advisors
375
Pacer Advisors
Pennsylvania
$1.27M -$5.47K -14 -0.4%