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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
RJT
426
Raymond James Trust
Florida
$809K +$36.4K +93 +5%
BCM
427
Brasada Capital Management
Texas
$807K +$782K +2,000 New
MGP
428
Metis Global Partners
California
$795K +$9.77K +25 +1%
PAI
429
Pittenger & Anderson Inc
Nebraska
$792K -$18K -46 -2%
Fayez Sarofim & Co
430
Fayez Sarofim & Co
Texas
$785K
ET
431
Entropy Technologies
New York
$785K +$82.9K +212 +12%
YC
432
Yarbrough Capital
Tennessee
$783K
CA
433
Cetera Advisors
Colorado
$782K +$419K +1,073 +124%
CPBTD
434
Central Pacific Bank - Trust Division
Hawaii
$779K +$759K +1,942 New
BAM
435
Blueshift Asset Management
New Jersey
$779K +$755K +1,931 New
RA
436
RiverPark Advisors
New York
$769K -$97.7K -250 -12%
NMERB
437
New Mexico Educational Retirement Board
New Mexico
$767K -$39.1K -100 -5%
BCM
438
Brookstone Capital Management
Illinois
$754K +$235K +600 +47%
LWCFA
439
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$746K +$5.86K +15 +0.7%
SC
440
Sepio Capital
Utah
$740K +$94.6K +242 +15%
OWA
441
One Wealth Advisors
California
$736K +$153K +391 +27%
AAM
442
Aureus Asset Management
Massachusetts
$715K
SC
443
Shay Capital
New York
$706K +$684K +1,750 New
VA
444
Vident Advisory
Georgia
$696K +$159K +407 +31%
AWM
445
Axxcess Wealth Management
California
$690K +$21.1K +54 +3%
EOJOAM
446
E. Ohman J:or Asset Management
Sweden
$686K
QWP
447
Quotient Wealth Partners
Texas
$680K -$228K -583 -26%
FBT
448
First Bank & Trust
South Dakota
$675K -$14.1K -36 -2%
PFG
449
PAX Financial Group
Texas
$672K -$42.6K -109 -6%
EA
450
Everpar Advisors
Oklahoma
$667K -$485K -1,240 -43%