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Pool Corp

427 hedge funds and large institutions have $7.9B invested in Pool Corp in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 143 increasing their positions, 147 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

130% more call options, than puts

Call options by funds: $8.39M | Put options by funds: $3.65M

8% more funds holding

Funds holding: 394427 (+33)

4% more capital invested

Capital invested by funds: $7.61B → $7.9B (+$287M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 147

1.67% less ownership

Funds ownership: 94.57%92.9% (-1.7%)

Holders
427
Holders Change
+33
Holders Change %
+8.38%
% of All Funds
8.41%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
61
Increased
143
Reduced
147
Closed
19
Calls
$8.39M
Puts
$3.65M
Net Calls
+$4.74M
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
376
Harvest Fund Management
China
$33K
CDIA
377
Capital Directions Investment Advisors
Georgia
$32K
FHA
378
Flagship Harbor Advisors
Massachusetts
$28K +$11.4K +55 +73%
TCM
379
Tradewinds Capital Management
Washington
$25K
LPWM
380
Lake Point Wealth Management
Texas
$24K +$23.5K +114 New
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$23K +$3.51K +17 +19%
CIA
382
CSat Investment Advisory
Michigan
$21K +$2.48K +12 +14%
TWA
383
TCI Wealth Advisors
Arizona
$19K -$1.24K -6 -6%
DAM
384
Delta Asset Management
Tennessee
$17K
PCG
385
Private Capital Group
Connecticut
$16K
MCM
386
MV Capital Management
Maryland
$15K
CA
387
CXI Advisors
Indiana
$15K +$14.9K +72 New
PHK
388
Point72 Hong Kong
Hong Kong
$14K -$126K -612 -90%
TL
389
TrueWealth LLC
Georgia
$14K
IRAG
390
Investment Research & Advisory Group
Georgia
$14K +$13.4K +65 New
HGWM
391
Harvest Group Wealth Management
Massachusetts
$12K -$1.03K -5 -8%
CT
392
Caldwell Trust
Florida
$11K +$10.7K +52 New
AIC
393
Archer Investment Corporation
Indiana
$11K
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$11K
LF
395
Lee Financial
Texas
$11K
CFN
396
Cordasco Financial Network
Florida
$10K
SL
397
Savior LLC
Massachusetts
$10K +$9.5K +46 New
SIAS
398
Shine Investment Advisory Services
Colorado
$9K
VCM
399
Versant Capital Management
Arizona
$9K
VAIA
400
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.67K +42 New

POOL Hedge Fund Activity: Q4 2019 in Review

427 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q4 2019, worth a combined $7.9B — up 3.8% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new POOL positions and 19 closed out — a net gain of 42 holders — while 143 added to existing stakes and 147 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $47M. The largest seller was T. Rowe Price Associates, cutting an estimated $122M.

  • 427 institutional investors held Pool Corp (POOL) as of Q4 2019, up from 394 in Q3 2019.
  • Funds reported $7.9B of Pool Corp stock for Q4 2019, up 3.8% quarter-over-quarter.
  • 61 funds opened new Pool Corp positions in Q4 2019 and 19 closed out, a net change of +42 holders.
  • The largest Pool Corp buyer in Q4 2019 was Goldman Sachs, an estimated $47M added.
  • The largest Pool Corp seller in Q4 2019 was T. Rowe Price Associates, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2019.