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Pool Corp
POOL

Overview Fund Activity

736 hedge funds and large institutions have $11.9B invested in Pool Corp in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 273 increasing their positions, 290 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
-27
Holders Change %
-3.54%
% of All Funds
10.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
77
Increased
273
Reduced
290
Closed
93
Calls
$23.8M
Puts
$71.8M
Net Calls
-$47.9M
Net Calls Change
-$4.57M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$338M
2
First Trust Advisors
First Trust Advisors
Illinois
+$38.6M
3
CIPU
Caledonia Investments plc (UK)
United Kingdom
+$37.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$28M
5
Man Group
Man Group
United Kingdom
+$24.2M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$86.5M
2
JHP
James Hambro & Partners
United Kingdom
-$61.1M
3
Artisan Partners
Artisan Partners
Wisconsin
-$53.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$51.7M
5
Ameriprise
Ameriprise
Minnesota
-$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$682K -$5.05K -15 -0.7%
ASN
402
Advisory Services Network
Georgia
$680K +$680K +2,214 New
LSERS
403
Louisiana State Employees Retirement System
Louisiana
$676K -$30.7K -100 -4%
LFAS
404
Level Four Advisory Services
Texas
$671K +$671K +2,184 New
Cerity Partners
405
Cerity Partners
New York
$664K -$443K -1,442 -40%
FFA
406
Farther Finance Advisors
California
$663K +$190K +619 +40%
SAM
407
Securian Asset Management
Minnesota
$663K -$30.7K -100 -4%
DDC
408
DF Dent & Co
Maryland
$661K – – –
SP
409
Symmetry Partners
Connecticut
$656K – – –
WANY
410
Wealthspire Advisors (New York)
New York
$647K -$78.7K -256 -11%
RJT
411
Raymond James Trust
Florida
$646K +$30.4K +99 +5%
OWA
412
One Wealth Advisors
California
$641K +$4.54K +13 +0.7%
VA
413
Vident Advisory
Georgia
$640K +$110K +357 +21%
M&T Bank
414
M&T Bank
New York
$638K -$156K -508 -20%
AAS
415
Avantax Advisory Services
Texas
$603K -$56.5K -184 -9%
Fayez Sarofim & Co
416
Fayez Sarofim & Co
Texas
$598K – – –
FCFC
417
First Commonwealth Financial Corp
Pennsylvania
$593K +$300K +975 +102%
NRD
418
Nebula Research & Development
New York
$589K +$589K +1,917 New
RA
419
RiverPark Advisors
New York
$586K – – –
NMERB
420
New Mexico Educational Retirement Board
New Mexico
$584K – – –
ANBT
421
American National Bank & Trust
Texas
$583K +$514K +1,672 +740%
DAS
422
Diversify Advisory Services
Utah
$580K -$704K -2,376 -55%
GS
423
GTS Securities
New York
$576K +$576K +1,875 New
ZIM
424
Zacks Investment Management
Illinois
$567K +$567K +1,846 New
RCA
425
Roberts Capital Advisors
Colorado
$567K – – –
15 16
17
18 19