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Pool Corp

662 hedge funds and large institutions have $11.8B invested in Pool Corp in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 231 increasing their positions, 252 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 70

2% more funds holding

Funds holding: 652662 (+10)

0.15% less ownership

Funds ownership: 100.57%100.41% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 252

7% less capital invested

Capital invested by funds: $12.7B → $11.8B (-$874M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

54% less call options, than puts

Call options by funds: $48M | Put options by funds: $104M

Holders
662
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
10.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
231
Reduced
252
Closed
70
Calls
$48M
Puts
$104M
Net Calls
-$56.4M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
FNA
426
First National Advisers
Nebraska
$415K +$46.9K +148 +12%
V
427
Veritable
Delaware
$413K -$29.1K -92 -6%
AI
428
AdvisorShares Investments
Maryland
$405K +$424K +1,338 New
DA
429
Duality Advisers
Florida
$403K -$276K -872 -40%
CC
430
Cipher Capital
New York
$400K +$419K +1,324 New
KLCM
431
KG&L Capital Management
Louisiana
$399K +$418K +1,321 New
GT
432
Glenmede Trust
Pennsylvania
$396K +$415K +1,310 New
ASN
433
Advisory Services Network
Georgia
$393K -$168K -530 -29%
MOS
434
MGO One Seven
Ohio
$386K -$26.3K -83 -6%
BAMF
435
BI Asset Management Fondsmaeglerselskab
Denmark
$376K +$394K +1,244 New
EWA
436
EverSource Wealth Advisors
Alabama
$370K -$229K -723 -37%
NMIMC
437
Northwestern Mutual Investment Management Company
Wisconsin
$370K -$78.2K -247 -17%
PIA
438
Perennial Investment Advisors
California
$369K +$59.9K +189 +18%
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$369K -$265K -837 -41%
PAS
440
Park Avenue Securities
New York
$367K +$30.4K +96 +9%
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$365K -$50K -158 -12%
LA
442
LBP AM
France
$359K +$376K +1,188 New
RP
443
Riverwater Partners
Wisconsin
$358K +$375K +1,183 New
SPIA
444
Steward Partners Investment Advisory
New York
$352K -$294K -928 -44%
TFS
445
Thoroughbred Financial Services
Tennessee
$345K -$4.75K -15 -1%
II
446
Inspire Investing
Idaho
$344K -$448K -1,414 -55%
CT
447
Cambridge Trust
Massachusetts
$338K -$31.7K -100 -8%
NA
448
NewEdge Advisors
Louisiana
$331K +$378K +1,194 New
BC
449
Burney Company
Virginia
$328K -$19.3K -61 -5%
PA
450
Parallel Advisors
California
$327K -$57K -180 -14%

POOL Hedge Fund Activity: Q4 2022 in Review

662 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q4 2022, worth a combined $11.8B — down 6.9% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new POOL positions and 70 closed out — a net gain of 24 holders — while 231 added to existing stakes and 252 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $149M.

  • 662 institutional investors held Pool Corp (POOL) as of Q4 2022, up from 652 in Q3 2022.
  • Funds reported $11.8B of Pool Corp stock for Q4 2022, down 6.9% quarter-over-quarter.
  • 94 funds opened new Pool Corp positions in Q4 2022 and 70 closed out, a net change of +24 holders.
  • The largest Pool Corp buyer in Q4 2022 was Morgan Stanley, an estimated $146M added.
  • The largest Pool Corp seller in Q4 2022 was Brown Brothers Harriman & Co, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2022.