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Pool Corp

671 hedge funds and large institutions have $13.9B invested in Pool Corp in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 274 increasing their positions, 229 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

20% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 229

2.33% more ownership

Funds ownership: 96.35%98.68% (+2.3%)

8% more call options, than puts

Call options by funds: $81.7M | Put options by funds: $75.4M

6% less funds holding

Funds holding: 711671 (-40)

14% less capital invested

Capital invested by funds: $16.1B → $13.9B (-$2.19B)

28% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 98

Holders
671
Holders Change
-40
Holders Change %
-5.63%
% of All Funds
11.3%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.29%
New
71
Increased
274
Reduced
229
Closed
98
Calls
$81.7M
Puts
$75.4M
Net Calls
+$6.31M
Net Calls Change
-$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
376
CIBC World Market
Ontario, Canada
$843K +$29.3K +74 +3%
LA
377
LVW Advisors
New York
$830K +$48.4K +122 +5%
QT
378
Quantbot Technologies
New York
$819K +$925K +2,334 New
MLICM
379
Metropolitan Life Insurance Company (MetLife)
New York
$818K -$23.8K -60 -3%
CI Investments Inc
380
CI Investments Inc
Ontario, Canada
$810K -$291K -735 -24%
SEM
381
Suncoast Equity Management
Florida
$803K +$55.5K +140 +7%
PAM
382
Panagora Asset Management
Massachusetts
$797K -$354K -892 -28%
CT
383
Chicago Trust
Illinois
$793K -$207K -523 -19%
Bessemer Group
384
Bessemer Group
New Jersey
$789K +$169K +427 +23%
NMERB
385
New Mexico Educational Retirement Board
New Mexico
$773K -$39.7K -100 -4%
MWM
386
Mission Wealth Management
California
$773K +$220K +555 +34%
EWA
387
EverSource Wealth Advisors
Alabama
$768K -$4.36K -11 -0.5%
BF
388
BOK Financial
Oklahoma
$754K -$27K -68 -3%
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$750K -$97.5K -246 -10%
SA
390
SRN Advisors
Pennsylvania
$742K -$139K -350 -14%
PFO
391
Pathstone Family Office
New Jersey
$730K +$203K +513 +33%
TI
392
Tidal Investments
Wisconsin
$727K +$161K +406 +24%
CCIA
393
Campbell & Co Investment Adviser
Maryland
$712K +$609K +1,537 +314%
National Bank of Canada
394
National Bank of Canada
Quebec, Canada
$708K +$793 +2 +0.1%
RA
395
RiverPark Advisors
New York
$706K +$797K +2,011 New
EOJOAM
396
E. Ohman J:or Asset Management
Sweden
$702K
PM
397
Precept Management
Texas
$702K -$1.19M -3,000 -60%
Cerity Partners
398
Cerity Partners
New York
$700K +$281K +709 +55%
HFG
399
Heron Financial Group
New York
$697K +$19.8K +50 +3%
YC
400
Yarbrough Capital
Tennessee
$681K +$365K +920 +90%