We are live on ! Find out more
POOL icon

Pool Corp

671 hedge funds and large institutions have $13.9B invested in Pool Corp in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 274 increasing their positions, 229 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

20% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 229

2.33% more ownership

Funds ownership: 96.35%98.68% (+2.3%)

8% more call options, than puts

Call options by funds: $81.7M | Put options by funds: $75.4M

6% less funds holding

Funds holding: 711671 (-40)

14% less capital invested

Capital invested by funds: $16.1B → $13.9B (-$2.19B)

28% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 98

Holders
671
Holders Change
-40
Holders Change %
-5.63%
% of All Funds
11.3%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.29%
New
71
Increased
274
Reduced
229
Closed
98
Calls
$81.7M
Puts
$75.4M
Net Calls
+$6.31M
Net Calls Change
-$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
451
Holocene Advisors
New York
$445K +$502K +1,267 New
OWM
452
OneAscent Wealth Management
Alabama
$428K +$33.3K +84 +7%
LSA
453
Leonteq Securities AG
Switzerland
$424K +$112K +283 +31%
CIA
454
Choate Investment Advisors
Massachusetts
$421K +$476K +1,200 New
ECM
455
Everence Capital Management
Indiana
$418K
TFS
456
Thoroughbred Financial Services
Tennessee
$412K +$41.2K +104 +10%
PAS
457
Park Avenue Securities
New York
$405K +$81.7K +206 +22%
PTC
458
Private Trust Company
Ohio
$400K -$252K -636 -36%
HFS
459
Haverford Financial Services
Pennsylvania
$399K +$450K +1,136 New
DC
460
Davenport & Co
Virginia
$395K -$541K -1,364 -55%
VWA
461
V Wealth Advisors
Kansas
$394K +$129K +325 +41%
TF
462
TIAA FSB
Florida
$392K +$443K +1,116 New
FBT
463
First Bank & Trust
South Dakota
$385K +$15.1K +38 +4%
BRWA
464
B. Riley Wealth Advisors
Florida
$384K +$20.6K +52 +5%
HWM
465
HB Wealth Management
Georgia
$375K +$13.5K +34 +3%
FB
466
Fulton Bank
Pennsylvania
$371K -$5.55K -14 -1%
BS
467
Boenning & Scattergood
Pennsylvania
$369K
PP
468
Paloma Partners
Connecticut
$369K +$173K +437 +71%
HBT
469
Hills Bank & Trust
Iowa
$365K
CP
470
Covenant Partners
Tennessee
$364K
OA
471
Oak Associates
Ohio
$362K
AWA
472
Arkadios Wealth Advisors
Georgia
$361K +$188K +474 +86%
OFS
473
OneAscent Financial Services
Alabama
$352K +$6.34K +16 +2%
BCV
474
Banque Cantonale Vaudoise
Switzerland
$351K -$198K -500 -33%
CG
475
Caprock Group
Idaho
$351K +$397K +1,000 New