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Pool Corp

704 hedge funds and large institutions have $14.9B invested in Pool Corp in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 238 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

30% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 56

24% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 238

10% more capital invested

Capital invested by funds: $13.6B → $14.9B (+$1.36B)

2% more funds holding

Funds holding: 689704 (+15)

0.73% more ownership

Funds ownership: 101.3%102.03% (+0.73%)

60% less call options, than puts

Call options by funds: $160M | Put options by funds: $395M

Holders
704
Holders Change
+15
Holders Change %
+2.18%
% of All Funds
11.05%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
73
Increased
294
Reduced
238
Closed
56
Calls
$160M
Puts
$395M
Net Calls
-$235M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
401
Vanguard Personalized Indexing Management
California
$771K -$17.8K -52 -2%
AWAU
402
Alliance Wealth Advisors (Utah)
Utah
$764K +$49.9K +146 +8%
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$759K +$25.6K +75 +4%
PA
404
Paragon Advisors
Texas
$751K -$450K -1,317 -40%
GCC
405
Guardian Capital (Canada)
Ontario, Canada
$749K +$273K +800 +67%
QCM
406
Quantinno Capital Management
New York
$738K -$717K -2,098 -52%
Cetera Investment Advisers
407
Cetera Investment Advisers
Illinois
$732K +$22.9K +67 +4%
PFG
408
PAX Financial Group
Texas
$730K -$44.4K -130 -6%
Fayez Sarofim & Co
409
Fayez Sarofim & Co
Texas
$729K +$137K +400 +26%
YC
410
Yarbrough Capital
Tennessee
$727K
IWA
411
Intercontinental Wealth Advisors
Texas
$719K +$23.9K +70 +4%
NMERB
412
New Mexico Educational Retirement Board
New Mexico
$712K +$34.2K +100 +6%
FNA
413
First National Advisers
Nebraska
$707K +$175K +511 +37%
LTAS
414
Linden Thomas Advisory Services
North Carolina
$706K +$54K +158 +9%
M&T Bank
415
M&T Bank
New York
$703K +$56.1K +164 +10%
BFM
416
Boothbay Fund Management
New York
$696K -$463K -1,354 -42%
KAS
417
Kestra Advisory Services
Texas
$692K +$12.6K +37 +2%
VI
418
Versor Investments
New York
$666K +$26.7K +78 +5%
AAM
419
Aureus Asset Management
Massachusetts
$663K
FBT
420
First Bank & Trust
South Dakota
$659K +$51.6K +151 +9%
AAS
421
Avantax Advisory Services
Texas
$655K +$25.3K +74 +4%
PFO
422
Pathstone Family Office
New Jersey
$645K +$110K +323 +22%
SLAM
423
Swiss Life Asset Management
$641K -$3.68M -10,760 -86%
MGP
424
Metis Global Partners
California
$641K -$8.55K -25 -1%
MLICM
425
Metropolitan Life Insurance Company (MetLife)
New York
$638K -$15.4K -45 -3%