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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
PCM
401
Prelude Capital Management
New York
$670K -$420K -1,060 -36%
PFG
402
PAX Financial Group
Texas
$670K +$114K +287 +18%
RJT
403
Raymond James Trust
Florida
$668K +$63K +159 +9%
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$667K
SC
405
Sepio Capital
Utah
$654K +$123K +309 +20%
KCM
406
Kennedy Capital Management
Missouri
$651K -$1.59K -4 -0.2%
ASN
407
Advisory Services Network
Georgia
$649K +$282K +711 +63%
MPPW
408
Mitchell & Pahl Private Wealth
Oklahoma
$647K +$146K +369 +25%
KAS
409
Kestra Advisory Services
Texas
$637K +$178K +448 +33%
Thrivent Financial for Lutherans
410
Thrivent Financial for Lutherans
Minnesota
$621K +$2.38K +6 +0.3%
N
411
Natixis
France
$611K +$128K +324 +23%
AAM
412
Aureus Asset Management
Massachusetts
$593K
APA
413
American Portfolios Advisors
New York
$593K -$38.9K -98 -5%
TSS
414
Two Sigma Securities
New York
$591K +$333K +841 +100%
IWA
415
Intercontinental Wealth Advisors
Texas
$581K -$7.93K -20 -1%
YMRC
416
Yorktown Management & Research Company
Virginia
$574K
KPWS
417
Kestra Private Wealth Services
Texas
$569K -$76.5K -193 -11%
SPC
418
Sigma Planning Corp
Michigan
$569K +$78.5K +198 +14%
HWMA
419
Heritage Wealth Management (Arizona)
Arizona
$568K +$80.5K +203 +14%
NMIMC
420
Northwestern Mutual Investment Management Company
Wisconsin
$562K +$1.98K +5 +0.3%
M&T Bank
421
M&T Bank
New York
$554K +$85.3K +215 +15%
PAG
422
Private Advisor Group
New Jersey
$553K -$2.22M -5,594 -78%
Canada Pension Plan Investment Board
423
Canada Pension Plan Investment Board
Ontario, Canada
$551K +$317K +800 +104%
BTWM
424
Baker Tilly Wealth Management
Wisconsin
$546K -$7.14K -18 -1%
RCA
425
Roberts Capital Advisors
Colorado
$530K