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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
FFO
451
Fiduciary Family Office
Florida
$667K +$95.4K +244 +17%
BTWM
452
Baker Tilly Wealth Management
Wisconsin
$654K -$14.5K -37 -2%
OFS
453
OneAscent Financial Services
Alabama
$647K +$94.2K +241 +18%
MLICM
454
Metropolitan Life Insurance Company (MetLife)
New York
$629K -$5.86K -15 -1%
FFA
455
Farther Finance Advisors
California
$617K -$681K -1,743 -53%
FB
456
Fulton Bank
Pennsylvania
$616K +$66.4K +170 +13%
TW
457
TritonPoint Wealth
Maryland
$613K -$65.7K -168 -11%
Assenagon Asset Management
458
Assenagon Asset Management
Luxembourg
$613K -$5.47K -14 -0.9%
FMC
459
First Merchants Corp
Indiana
$613K -$152K -390 -20%
ET
460
Equitable Trust
Tennessee
$609K
TW
461
TrinityPoint Wealth
Connecticut
$606K -$2.74K -7 -0.5%
Vontobel Holding
462
Vontobel Holding
Switzerland
$585K +$8.99K +23 +2%
Fifth Third Bancorp
463
Fifth Third Bancorp
Ohio
$577K -$1.17K -3 -0.2%
SRL
464
Scientech Research LLC
New Jersey
$577K +$342K +875 +158%
ECM
465
ExodusPoint Capital Management
New York
$576K +$558K +1,427 New
APG Asset Management
466
APG Asset Management
Netherlands
$574K
HWMA
467
Heritage Wealth Management (Arizona)
Arizona
$572K -$36.7K -94 -6%
FIA
468
Foundations Investment Advisors
Arizona
$571K +$782 +2 +0.1%
YMRC
469
Yorktown Management & Research Company
Virginia
$569K
RCA
470
Roberts Capital Advisors
Colorado
$567K +$550K +1,406 New
Caisse de Depot et Placement du Quebec (CDPQ)
471
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$565K -$16.6M -42,491 -97%
SFA
472
Sequoia Financial Advisors
Ohio
$563K -$1.24M -3,160 -69%
SPC
473
Sigma Planning Corp
Michigan
$563K +$294K +753 +117%
TNBTD
474
Trustmark National Bank Trust Department
Mississippi
$556K +$2.74K +7 +0.5%
WG
475
Winton Group
United Kingdom
$555K +$175K +448 +48%