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Pool Corp
POOL

Overview Fund Activity

717 hedge funds and large institutions have $14.2B invested in Pool Corp in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 270 increasing their positions, 256 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+16
Holders Change %
+2.28%
% of All Funds
11.43%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
82
Increased
270
Reduced
256
Closed
60
Calls
$154M
Puts
$179M
Net Calls
-$24.3M
Net Calls Change
+$211M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$308M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$137M
3
Bessemer Group
Bessemer Group
New Jersey
$71.5M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$85.7M
5
ACM
Anomaly Capital Management
New York
$66M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$231M
2
Morgan Stanley
Morgan Stanley
New York
$315M
3
AllianceBernstein
AllianceBernstein
Tennessee
$15.8M
4
CCM
Candlestick Capital Management
Connecticut
$0
5
WCA
Waratah Capital Advisors
Ontario, Canada
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
401
Wealthspire Advisors (New York)
New York
$825K +$825K +2,316 New
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$809K +$809K +2,273 New
VPIM
403
Vanguard Personalized Indexing Management
California
$803K +$70.9K +199 +10%
BBVA
404
Banco Bilbao Vizcaya Argentaria
Spain
$789K +$397K +1,113 +101%
Capstone Investment Advisors
405
Capstone Investment Advisors
New York
$774K +$353K +991 +84%
GC
406
Guggenheim Capital
Illinois
$760K -$106K -297 -12%
SP
407
Symmetry Partners
Connecticut
$760K – – –
AWAU
408
Alliance Wealth Advisors (Utah)
Utah
$760K +$33.5K +94 +5%
Wealth Enhancement Advisory Services
409
Wealth Enhancement Advisory Services
Minnesota
$753K +$319K +895 +73%
BBHC
410
Brown Brothers Harriman & Co
New York
$750K -$448K -1,259 -37%
PP
411
Prudential plc
United Kingdom
$748K -$172K -484 -19%
FMC
412
First Merchants Corp
Indiana
$744K -$31K -87 -4%
LRPA
413
L. Roy Papp & Associates
Arizona
$734K +$235K +660 +47%
MGP
414
Metis Global Partners
California
$728K +$119K +333 +19%
AAS
415
Avantax Advisory Services
Texas
$727K +$105K +294 +17%
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$725K +$184K +516 +34%
PA
417
Paragon Advisors
Texas
$723K +$9.25K +26 +1%
EOJOAM
418
E. Ohman J:or Asset Management
Sweden
$712K +$107K +300 +18%
NMERB
419
New Mexico Educational Retirement Board
New Mexico
$712K +$35.6K +100 +5%
RJT
420
Raymond James Trust
Florida
$694K -$40.6K -114 -6%
Fayez Sarofim & Co
421
Fayez Sarofim & Co
Texas
$693K – – –
YC
422
Yarbrough Capital
Tennessee
$691K – – –
PFG
423
PAX Financial Group
Texas
$686K -$7.83K -22 -1%
KAS
424
Kestra Advisory Services
Texas
$685K +$27.1K +76 +4%
LCM
425
Landscape Capital Management
New Jersey
$681K +$681K +1,911 New
15 16
17
18 19