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Pool Corp

662 hedge funds and large institutions have $11.8B invested in Pool Corp in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 231 increasing their positions, 252 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 70

2% more funds holding

Funds holding: 652662 (+10)

0.15% less ownership

Funds ownership: 100.57%100.41% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 252

7% less capital invested

Capital invested by funds: $12.7B → $11.8B (-$874M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

54% less call options, than puts

Call options by funds: $48M | Put options by funds: $104M

Holders
662
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
10.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
231
Reduced
252
Closed
70
Calls
$48M
Puts
$104M
Net Calls
-$56.4M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
401
Alliance Wealth Advisors (Utah)
Utah
$519K +$544K +1,716 New
M&T Bank
402
M&T Bank
New York
$516K +$51K +161 +10%
EOJOAM
403
E. Ohman J:or Asset Management
Sweden
$514K
KI
404
Kula Investments
Illinois
$512K +$536K +1,692 New
SPC
405
Sigma Planning Corp
Michigan
$505K -$7.29K -23 -1%
OSAM
406
O'Shaughnessy Asset Management
Connecticut
$493K -$80.8K -255 -14%
SEM
407
Suncoast Equity Management
Florida
$491K -$128K -405 -20%
Walleye Capital
408
Walleye Capital
New York
$484K +$111K +350 +28%
SAM
409
Shell Asset Management
Netherlands
$483K -$375K -1,184 -43%
DCM
410
Dupont Capital Management
Delaware
$465K -$71.9K -227 -13%
BTWM
411
Baker Tilly Wealth Management
Wisconsin
$457K -$14.9K -47 -3%
VPIM
412
Vanguard Personalized Indexing Management
California
$457K +$80.1K +253 +20%
Fayez Sarofim & Co
413
Fayez Sarofim & Co
Texas
$449K
TW
414
TrinityPoint Wealth
Connecticut
$446K +$118K +371 +34%
Simplex Trading
415
Simplex Trading
Illinois
$445K +$467K +1,473 New
BS
416
Boenning & Scattergood
Pennsylvania
$444K
Cerity Partners
417
Cerity Partners
New York
$443K -$209K -661 -31%
FFAM
418
Forge First Asset Management
Canada
$438K +$459K +1,450 New
APP
419
Alpha Paradigm Partners
Illinois
$434K +$118K +372 +35%
MGP
420
Metis Global Partners
California
$431K +$452K +1,427 New
KRSITF
421
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$429K
YMRC
422
Yorktown Management & Research Company
Virginia
$426K +$447K +1,410 New
CW
423
CreativeOne Wealth
Kansas
$423K +$443K +1,398 New
AAM
424
Advisors Asset Management
Colorado
$422K -$39.6K -125 -8%
FIA
425
Foundations Investment Advisors
Arizona
$422K +$12K +38 +3%

POOL Hedge Fund Activity: Q4 2022 in Review

662 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q4 2022, worth a combined $11.8B — down 6.9% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new POOL positions and 70 closed out — a net gain of 24 holders — while 231 added to existing stakes and 252 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $149M.

  • 662 institutional investors held Pool Corp (POOL) as of Q4 2022, up from 652 in Q3 2022.
  • Funds reported $11.8B of Pool Corp stock for Q4 2022, down 6.9% quarter-over-quarter.
  • 94 funds opened new Pool Corp positions in Q4 2022 and 70 closed out, a net change of +24 holders.
  • The largest Pool Corp buyer in Q4 2022 was Morgan Stanley, an estimated $146M added.
  • The largest Pool Corp seller in Q4 2022 was Brown Brothers Harriman & Co, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2022.