Pool Corp
POOL
379 hedge funds and large institutions have $7.24B invested in Pool Corp in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 119 reducing their positions, and 35 closing their positions.
95% more call options, than puts
Call options by funds: $20.7M | Put options by funds: $10.6M
83% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 35
21% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 119
15% more capital invested
Capital invested by funds: $6.28B → $7.24B (+$961M)
6% more funds holding
Funds holding: 357 → 379 (+22)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
1.24% less ownership
Funds ownership: 96.71% → 95.47% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$130M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$28.8M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$15.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$10.3M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$9.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$32.5M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$25.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$22.5M |
| 4 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$18.4M |
| 5 |
Neuberger Berman Group
New York
|
-$11.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
401
GQ Asset Management
New York City,
New York
| – | -$84K | -510 | Closed |
|
|
OWA
402
One Wealth Advisors
San Francisco,
California
| – | -$80K | -484 | Closed |
|
403
Bessemer Group
Woodbridge,
New Jersey
| – | -$28K | -167 | Closed |
|
|
TNBTD
404
Trustmark National Bank Trust Department
Jackson,
Mississippi
| – | -$20K | -121 | Closed |
|
|
FCA
405
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$9K | -56 | Closed |
|
|
CHP
406
Cable Hill Partners
Portland,
Oregon
| – | -$9K | -52 | Closed |
|
|
IWP
407
Icon Wealth Partners
Houston,
Texas
| – | -$9K | -52 | Closed |
|
|
CCM
408
Covington Capital Management
Los Angeles,
California
| – | -$5K | -31 | Closed |
|
|
FNC
409
First National Corp
Rockland,
Massachusetts
| – | -$3K | -20 | Closed |
|
|
MSA
410
Marino Stram & Associates
Braintree,
Massachusetts
| – | -$3K | -20 | Closed |
|
|
LWA
411
Lenox Wealth Advisors
New York
| – | -$3K | -17 | Closed |
|
|
AIA
412
Alera Investment Advisors
Deerfield,
Illinois
| – | -$1K | -6 | Closed |
|
POOL Hedge Fund Activity: Q2 2019 in Review
379 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q2 2019, worth a combined $7.24B — up 15% from $6.28B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new POOL positions and 35 closed out — a net gain of 29 holders — while 144 added to existing stakes and 119 trimmed.
The largest buyer was Invesco, adding an estimated $130M. The largest seller was JP Morgan Chase, cutting an estimated $32.5M.
- 379 institutional investors held Pool Corp (POOL) as of Q2 2019, up from 357 in Q1 2019.
- Funds reported $7.24B of Pool Corp stock for Q2 2019, up 15% quarter-over-quarter.
- 64 funds opened new Pool Corp positions in Q2 2019 and 35 closed out, a net change of +29 holders.
- The largest Pool Corp buyer in Q2 2019 was Invesco, an estimated $130M added.
- The largest Pool Corp seller in Q2 2019 was JP Morgan Chase, an estimated $32.5M sold.
Based on aggregated 13F filings for Q2 2019.