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Pool Corp

522 hedge funds and large institutions have $12.4B invested in Pool Corp in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 173 increasing their positions, 192 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $50M | Put options by funds: $18.3M

165% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 34

21% more capital invested

Capital invested by funds: $10.2B → $12.4B (+$2.11B)

11% more funds holding

Funds holding: 471522 (+51)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 192

1.81% less ownership

Funds ownership: 94.4%92.59% (-1.8%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
522
Holders Change
+51
Holders Change %
+10.83%
% of All Funds
10.53%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
90
Increased
173
Reduced
192
Closed
34
Calls
$50M
Puts
$18.3M
Net Calls
+$31.8M
Net Calls Change
-$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
26
Handelsbanken Fonder
Sweden
$109M -$19.7M -63,700 -16%
Los Angeles Capital Management
27
Los Angeles Capital Management
California
$107M +$45.6M +147,482 +86%
AllianceBernstein
28
AllianceBernstein
Tennessee
$106M +$6.8M +22,002 +7%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$105M -$3.63M -11,733 -4%
AIM
30
Artemis Investment Management
United Kingdom
$104M -$12.8M -41,256 -12%
Victory Capital Management
31
Victory Capital Management
Texas
$101M -$8.26M -26,717 -8%
Fisher Asset Management
32
Fisher Asset Management
Washington
$93.5M -$7.43M -24,026 -8%
Impax Asset Management Group
33
Impax Asset Management Group
United Kingdom
$90.5M -$6.38M -20,635 -7%
SDJVC
34
St. Denis J. Villere & Co
Louisiana
$89.8M -$477K -1,542 -0.6%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$84.6M +$473K +1,530 +0.6%
EAM
36
Eventide Asset Management
Massachusetts
$83.6M +$186K +600 +0.2%
ZIG
37
Zurich Insurance Group
Switzerland
$78M -$8.85M -28,615 -11%
Charles Schwab
38
Charles Schwab
California
$76.8M -$990K -3,201 -1%
Goldman Sachs
39
Goldman Sachs
New York
$76.4M +$12.1M +39,000 +21%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$71.8M +$3.22M +10,419 +5%
Bank of America
41
Bank of America
North Carolina
$70.8M +$8.97M +29,008 +16%
RHJA
42
Rice Hall James & Associates
California
$68.6M +$2.09M +6,752 +3%
Renaissance Technologies
43
Renaissance Technologies
New York
$68.6M +$54.2M +175,300 +590%
Man Group
44
Man Group
United Kingdom
$67.5M +$33.8M +109,306 +118%
Macquarie Group
45
Macquarie Group
Australia
$63.3M +$3.32M +10,731 +6%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$62.1M -$38.4M -124,259 -40%
RJA
47
Raymond James & Associates
Florida
$59.5M +$4.05M +13,092 +8%
N
48
Nuveen
North Carolina
$59M -$539K -1,744 -1%
AI
49
Axiom Investors
Connecticut
$58.5M +$2.32M +7,502 +4%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$56.5M -$13.7M -44,338 -21%

POOL Hedge Fund Activity: Q3 2020 in Review

522 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q3 2020, worth a combined $12.4B — up 21% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new POOL positions and 34 closed out — a net gain of 56 holders — while 173 added to existing stakes and 192 trimmed.

The largest buyer was Select Equity Group, adding an estimated $146M. The largest seller was JP Morgan Chase, cutting an estimated $260M.

  • 522 institutional investors held Pool Corp (POOL) as of Q3 2020, up from 471 in Q2 2020.
  • Funds reported $12.4B of Pool Corp stock for Q3 2020, up 21% quarter-over-quarter.
  • 90 funds opened new Pool Corp positions in Q3 2020 and 34 closed out, a net change of +56 holders.
  • The largest Pool Corp buyer in Q3 2020 was Select Equity Group, an estimated $146M added.
  • The largest Pool Corp seller in Q3 2020 was JP Morgan Chase, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2020.