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Pool Corp

769 hedge funds and large institutions have $15.8B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 306 increasing their positions, 270 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

13% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 270

2% more funds holding

Funds holding: 757769 (+12)

2% less capital invested

Capital invested by funds: $16.1B → $15.8B (-$323M)

2.5% less ownership

Funds ownership: 104.5%102% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $104M | Put options by funds: $148M

Holders
769
Holders Change
+12
Holders Change %
+1.59%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
306
Reduced
270
Closed
62
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
401
Banque Pictet & Cie
Switzerland
$989K
AWAU
402
Alliance Wealth Advisors (Utah)
Utah
$978K +$84K +215 +10%
FCBT
403
First Citizens Bank & Trust
North Carolina
$958K +$928K +2,374 New
WANY
404
Wealthspire Advisors (New York)
New York
$953K +$18.4K +47 +2%
LRPA
405
L. Roy Papp & Associates
Arizona
$942K -$27.4K -70 -3%
I
406
InceptionR
California
$932K +$903K +2,310 New
BG
407
Bahl & Gaynor
Ohio
$931K -$13.7K -35 -1%
LSERS
408
Louisiana State Employees Retirement System
Louisiana
$928K
QI
409
Qtron Investments
Massachusetts
$923K +$187K +479 +26%
KAS
410
Kestra Advisory Services
Texas
$916K +$74.7K +191 +9%
SAM
411
Securian Asset Management
Minnesota
$911K -$79K -202 -8%
SCM
412
Stevens Capital Management
Pennsylvania
$899K +$871K +2,229 New
LA
413
LVW Advisors
New York
$891K -$52.4K -134 -6%
N
414
Natixis
France
$884K +$857K +2,192 New
O
415
Ossiam
France
$878K +$260K +666 +44%
GC
416
Guggenheim Capital
Illinois
$875K +$24.2K +62 +3%
DDC
417
DF Dent & Co
Maryland
$868K -$3.13K -8 -0.4%
GCC
418
Guardian Capital (Canada)
Ontario, Canada
$868K
AAS
419
Avantax Advisory Services
Texas
$867K -$2.35K -6 -0.3%
Credit Agricole
420
Credit Agricole
France
$863K +$502K +1,284 +117%
SP
421
Symmetry Partners
Connecticut
$861K
DA
422
Duality Advisers
Florida
$859K +$833K +2,130 New
Balyasny Asset Management
423
Balyasny Asset Management
Illinois
$856K +$91.9K +235 +12%
Wealth Enhancement Advisory Services
424
Wealth Enhancement Advisory Services
Minnesota
$855K -$782 -2 -0.1%
VI
425
Versor Investments
New York
$848K +$821K +2,101 New