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Pool Corp
POOL

Overview Fund Activity

763 hedge funds and large institutions have $15.7B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 305 increasing their positions, 268 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+11
Holders Change %
+1.46%
% of All Funds
11.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
80
Increased
305
Reduced
268
Closed
61
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$69.1M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$49.8M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$30.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.3M
5
EIP
Epoch Investment Partners
New York
+$29.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$320M
2
DZ Bank
DZ Bank
Germany
-$93.7M
3
Marshall Wace
Marshall Wace
United Kingdom
-$88.4M
4
ZIG
Zurich Insurance Group
Switzerland
-$52.5M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
426
Pittenger & Anderson Inc
Nebraska
$792K -$18.6K -46 -2%
Fayez Sarofim & Co
427
Fayez Sarofim & Co
Texas
$785K – – –
ET
428
Entropy Technologies
New York
$785K +$85.5K +212 +12%
YC
429
Yarbrough Capital
Tennessee
$783K – – –
CA
430
Cetera Advisors
Colorado
$782K +$433K +1,073 +124%
CPBTD
431
Central Pacific Bank - Trust Division
Hawaii
$779K +$779K +1,942 New
BAM
432
Blueshift Asset Management
New Jersey
$779K +$779K +1,931 New
RA
433
RiverPark Advisors
New York
$769K -$101K -250 -12%
NMERB
434
New Mexico Educational Retirement Board
New Mexico
$767K -$40.4K -100 -5%
BCM
435
Brookstone Capital Management
Illinois
$754K +$242K +600 +47%
LWCFA
436
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$746K +$5.49K +15 +0.7%
SC
437
Sepio Capital
Utah
$740K +$97.6K +242 +15%
OWA
438
One Wealth Advisors
California
$736K +$158K +391 +27%
AAM
439
Aureus Asset Management
Massachusetts
$715K – – –
SC
440
Shay Capital
New York
$706K +$706K +1,750 New
VA
441
Vident Advisory
Georgia
$696K +$164K +407 +31%
AWM
442
Axxcess Wealth Management
California
$690K +$21.8K +54 +3%
EOJOAM
443
E. Ohman J:or Asset Management
Sweden
$686K – – –
QWP
444
Quotient Wealth Partners
Texas
$680K -$235K -583 -26%
FBT
445
First Bank & Trust
South Dakota
$675K -$14.5K -36 -2%
PFG
446
PAX Financial Group
Texas
$672K -$44K -109 -6%
EA
447
Everpar Advisors
Oklahoma
$667K -$500K -1,240 -43%
FFO
448
Fiduciary Family Office
Florida
$667K +$98.5K +244 +17%
BTWM
449
Baker Tilly Wealth Management
Wisconsin
$654K -$14.9K -37 -2%
OFS
450
OneAscent Financial Services
Alabama
$647K +$97.3K +241 +18%
16 17
18
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