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Pool Corp

689 hedge funds and large institutions have $13.6B invested in Pool Corp in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 260 increasing their positions, 235 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $11.8B → $13.6B (+$1.77B)

11% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 235

4% more funds holding

Funds holding: 662689 (+27)

0.88% more ownership

Funds ownership: 100.41%101.3% (+0.88%)

78% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $429M

Holders
689
Holders Change
+27
Holders Change %
+4.08%
% of All Funds
10.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
96
Increased
260
Reduced
235
Closed
55
Calls
$92.3M
Puts
$429M
Net Calls
-$337M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$436K +$17K +48 +4%
ITFISA
452
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$436K +$461K +1,300 New
KLCM
453
KG&L Capital Management
Louisiana
$436K -$17.4K -49 -4%
AAM
454
Advisors Asset Management
Colorado
$430K -$49.3K -139 -10%
PIA
455
Perennial Investment Advisors
California
$428K +$10.6K +30 +2%
NMIMC
456
Northwestern Mutual Investment Management Company
Wisconsin
$420K +$1.06K +3 +0.2%
Robeco Institutional Asset Management
457
Robeco Institutional Asset Management
Netherlands
$420K +$435K +1,226 New
SEM
458
Suncoast Equity Management
Florida
$419K -$142K -400 -25%
GCC
459
Guardian Capital (Canada)
Ontario, Canada
$411K +$426K +1,200 New
V
460
Veritable
Delaware
$404K -$66.4K -187 -14%
TFS
461
Thoroughbred Financial Services
Tennessee
$391K +$355 +1 +0.1%
RP
462
Riverwater Partners
Wisconsin
$381K -$24.5K -69 -6%
PA
463
Parallel Advisors
California
$380K +$9.58K +27 +2%
FB
464
Fulton Bank
Pennsylvania
$379K +$11.7K +33 +3%
WA
465
Wealth Alliance
New York
$379K +$33.4K +94 +9%
CCM
466
CAAS Capital Management
New York
$377K +$390K +1,100 New
II
467
Inspire Investing
Idaho
$374K -$16K -45 -4%
WAG
468
Wallace Advisory Group
California
$374K +$388K +1,093 New
BC
469
Burney Company
Virginia
$371K
BBVA
470
Banco Bilbao Vizcaya Argentaria
Spain
$367K +$77K +217 +25%
BCM
471
Brookstone Capital Management
Illinois
$367K +$106K +298 +38%
WTB
472
Washington Trust Bank
Washington
$359K +$115K +324 +45%
SPIA
473
Steward Partners Investment Advisory
New York
$354K -$46.1K -130 -11%
LA
474
LBP AM
France
$353K -$55.4K -156 -13%
HBT
475
Hills Bank & Trust
Iowa
$353K

POOL Hedge Fund Activity: Q1 2023 in Review

689 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q1 2023, worth a combined $13.6B — up 15% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new POOL positions and 55 closed out — a net gain of 41 holders — while 260 added to existing stakes and 235 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $234M. The largest seller was Eagle Asset Management, cutting an estimated $98.7M.

  • 689 institutional investors held Pool Corp (POOL) as of Q1 2023, up from 662 in Q4 2022.
  • Funds reported $13.6B of Pool Corp stock for Q1 2023, up 15% quarter-over-quarter.
  • 96 funds opened new Pool Corp positions in Q1 2023 and 55 closed out, a net change of +41 holders.
  • The largest Pool Corp buyer in Q1 2023 was Baillie Gifford & Co, an estimated $234M added.
  • The largest Pool Corp seller in Q1 2023 was Eagle Asset Management, an estimated $98.7M sold.

Based on aggregated 13F filings for Q1 2023.