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Pool Corp

689 hedge funds and large institutions have $13.6B invested in Pool Corp in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 260 increasing their positions, 235 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $11.8B → $13.6B (+$1.77B)

11% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 235

4% more funds holding

Funds holding: 662689 (+27)

0.88% more ownership

Funds ownership: 100.41%101.3% (+0.88%)

78% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $429M

Holders
689
Holders Change
+27
Holders Change %
+4.08%
% of All Funds
10.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
96
Increased
260
Reduced
235
Closed
55
Calls
$92.3M
Puts
$429M
Net Calls
-$337M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
YC
401
Yarbrough Capital
Tennessee
$664K
RJT
402
Raymond James Trust
Florida
$660K -$13.8K -39 -2%
AWAU
403
Alliance Wealth Advisors (Utah)
Utah
$648K +$62.8K +177 +10%
Cetera Investment Advisers
404
Cetera Investment Advisers
Illinois
$646K -$198K -557 -23%
TI
405
Tidal Investments
Wisconsin
$644K -$141K -398 -17%
IWA
406
Intercontinental Wealth Advisors
Texas
$634K -$12.8K -36 -2%
BTWM
407
Baker Tilly Wealth Management
Wisconsin
$633K +$120K +339 +22%
DCM
408
Dupont Capital Management
Delaware
$630K +$107K +302 +20%
KAS
409
Kestra Advisory Services
Texas
$620K -$432K -1,216 -40%
Mercer Global Advisors
410
Mercer Global Advisors
Colorado
$620K +$30.2K +85 +5%
NMERB
411
New Mexico Educational Retirement Board
New Mexico
$616K -$35.5K -100 -5%
SG Americas Securities
412
SG Americas Securities
New York
$615K +$637K +1,795 New
AWM
413
Apollon Wealth Management
South Carolina
$613K -$49.3K -139 -7%
Point72 Asset Management
414
Point72 Asset Management
Connecticut
$608K +$630K +1,776 New
AAM
415
Aureus Asset Management
Massachusetts
$606K
SPC
416
Sigma Planning Corp
Michigan
$602K +$30.5K +86 +5%
Thrivent Financial for Lutherans
417
Thrivent Financial for Lutherans
Minnesota
$599K +$710 +2 +0.1%
MLICM
418
Metropolitan Life Insurance Company (MetLife)
New York
$598K -$161K -454 -21%
MGP
419
Metis Global Partners
California
$594K +$109K +308 +22%
EA
420
Emerald Advisers
Pennsylvania
$593K -$3.9K -11 -0.6%
LTAS
421
Linden Thomas Advisory Services
North Carolina
$591K -$4.97K -14 -0.8%
SC
422
Sepio Capital
Utah
$589K -$39K -110 -6%
M&T Bank
423
M&T Bank
New York
$586K +$1.77K +5 +0.3%
EOJOAM
424
E. Ohman J:or Asset Management
Sweden
$582K
VI
425
Versor Investments
New York
$582K +$603K +1,700 New

POOL Hedge Fund Activity: Q1 2023 in Review

689 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q1 2023, worth a combined $13.6B — up 15% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new POOL positions and 55 closed out — a net gain of 41 holders — while 260 added to existing stakes and 235 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $234M. The largest seller was Eagle Asset Management, cutting an estimated $98.7M.

  • 689 institutional investors held Pool Corp (POOL) as of Q1 2023, up from 662 in Q4 2022.
  • Funds reported $13.6B of Pool Corp stock for Q1 2023, up 15% quarter-over-quarter.
  • 96 funds opened new Pool Corp positions in Q1 2023 and 55 closed out, a net change of +41 holders.
  • The largest Pool Corp buyer in Q1 2023 was Baillie Gifford & Co, an estimated $234M added.
  • The largest Pool Corp seller in Q1 2023 was Eagle Asset Management, an estimated $98.7M sold.

Based on aggregated 13F filings for Q1 2023.