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Pool Corp

673 hedge funds and large institutions have $17B invested in Pool Corp in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 235 increasing their positions, 217 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

33% more capital invested

Capital invested by funds: $12.7B → $17B (+$4.24B)

11% more funds holding

Funds holding: 609673 (+64)

8% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 217

0.57% more ownership

Funds ownership: 91.85%92.41% (+0.57%)

8% less call options, than puts

Call options by funds: $143M | Put options by funds: $155M

Holders
673
Holders Change
+64
Holders Change %
+10.51%
% of All Funds
11.71%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
124
Increased
235
Reduced
217
Closed
53
Calls
$143M
Puts
$155M
Net Calls
-$12.5M
Net Calls Change
+$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$143M -$41.9M -99,513 -24%
Charles Schwab
27
Charles Schwab
California
$138M +$2.2M +5,216 +2%
Swedbank
28
Swedbank
Sweden
$131M +$8.42M +20,000 +8%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$129M +$79.9M +189,690 +208%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$124M -$2.58M -6,126 -2%
Fisher Asset Management
31
Fisher Asset Management
Washington
$122M -$2.74M -6,518 -2%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$122M -$1.78M -4,227 -2%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$122M +$3.99M +9,471 +4%
Impax Asset Management Group
34
Impax Asset Management Group
United Kingdom
$119M
ESCM
35
Echo Street Capital Management
New York
$117M -$8.02M -19,050 -7%
Victory Capital Management
36
Victory Capital Management
Texas
$117M -$15M -35,720 -12%
EAM
37
Eventide Asset Management
Massachusetts
$115M +$674K +1,600 +0.6%
FPP
38
Findlay Park Partners
United Kingdom
$114M -$40M -94,948 -28%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$113M +$50M +118,755 +92%
SDJVC
40
St. Denis J. Villere & Co
Louisiana
$112M -$11M -26,114 -10%
N
41
Nuveen
North Carolina
$109M -$828K -1,966 -0.8%
Allianz Asset Management
42
Allianz Asset Management
Germany
$99.5M +$36.7M +87,111 +67%
Aberdeen Group
43
Aberdeen Group
United Kingdom
$96.5M -$2.05M -4,872 -2%
Morgan Stanley
44
Morgan Stanley
New York
$92.8M +$16.1M +38,143 +23%
Bank of America
45
Bank of America
North Carolina
$89.1M +$188K +446 +0.2%
UBS AM
46
UBS AM
Illinois
$87.3M +$27.2M +64,581 +51%
AIM
47
Artemis Investment Management
United Kingdom
$86.5M +$26.5M +62,967 +50%
Goldman Sachs
48
Goldman Sachs
New York
$84.8M +$1.91M +4,542 +3%
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$81.1M +$31.6M +75,100 +74%
DZ Bank
50
DZ Bank
Germany
$80.3M +$12M +28,524 +19%