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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
Charles Schwab
26
Charles Schwab
California
$110M +$1.39M +3,911 +1%
AIM
27
Artemis Investment Management
United Kingdom
$109M +$3.03M +8,524 +3%
Capital World Investors
28
Capital World Investors
California
$109M
GGHC
29
Gilder Gagnon Howe & Co
New York
$106M +$756K +2,129 +0.7%
Bank of America
30
Bank of America
North Carolina
$106M +$37.6M +106,036 +52%
Parnassus Investments
31
Parnassus Investments
California
$104M +$76.4M +215,387 +241%
JP Morgan Chase
32
JP Morgan Chase
New York
$104M +$66.5M +187,447 +162%
American Century Companies
33
American Century Companies
Missouri
$103M -$14.8M -41,746 -12%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$95M +$667K +1,879 +0.7%
RJA
35
Raymond James & Associates
Florida
$93.4M +$3.78M +10,663 +4%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$92.4M -$40.7M -114,641 -30%
EAM
37
Eventide Asset Management
Massachusetts
$91.8M +$7.47M +21,037 +9%
AllianceBernstein
38
AllianceBernstein
Tennessee
$90M -$4.63M -13,053 -5%
Legal & General Group
39
Legal & General Group
United Kingdom
$88.1M -$354K -997 -0.4%
Deutsche Bank
40
Deutsche Bank
Germany
$87.6M +$6.42M +18,083 +8%
CIC
41
Chilton Investment Company
Connecticut
$85.4M -$8.57M -24,148 -9%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$78.6M -$6.28M -17,704 -7%
Swedbank
43
Swedbank
Sweden
$74.7M -$84.5M -238,100 -52%
Artisan Partners
44
Artisan Partners
Wisconsin
$72.8M +$75.4M +212,464 New
Renaissance Technologies
45
Renaissance Technologies
New York
$72.4M -$53.7M -151,300 -42%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$71.8M +$7.61M +21,437 +11%
Goldman Sachs
47
Goldman Sachs
New York
$71.4M +$8.95M +25,213 +14%
Fisher Asset Management
48
Fisher Asset Management
Washington
$67.2M -$2.84M -7,996 -4%
DZ Bank
49
DZ Bank
Germany
$66.7M +$19.8M +55,920 +40%
Westfield Capital Management
50
Westfield Capital Management
Massachusetts
$65.7M +$68.1M +191,930 New

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.