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Pool Corp

662 hedge funds and large institutions have $11.8B invested in Pool Corp in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 231 increasing their positions, 252 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 70

2% more funds holding

Funds holding: 652662 (+10)

0.15% less ownership

Funds ownership: 100.57%100.41% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 252

7% less capital invested

Capital invested by funds: $12.7B → $11.8B (-$874M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

54% less call options, than puts

Call options by funds: $48M | Put options by funds: $104M

Holders
662
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
10.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
231
Reduced
252
Closed
70
Calls
$48M
Puts
$104M
Net Calls
-$56.4M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
476
Fred Alger Management
New York
$282K
CC
477
Chicago Capital
Illinois
$278K
BPA
478
Beacon Pointe Advisors
California
$276K +$17.7K +56 +7%
FT
479
Fiduciary Trust
Massachusetts
$276K +$46.6K +147 +19%
AAS
480
Avantax Advisory Services
Texas
$276K +$289K +913 New
SCA
481
Snowden Capital Advisors
New York
$274K +$287K +907 New
Vontobel Holding
482
Vontobel Holding
Switzerland
$274K +$69K +218 +31%
TCM
483
Tributary Capital Management
Nebraska
$272K
BRWA
484
B. Riley Wealth Advisors
Florida
$266K +$1.58K +5 +0.6%
SCA
485
Summit Creek Advisors
Minnesota
$266K +$2.53K +8 +0.9%
O
486
Ossiam
France
$266K +$187K +591 +204%
GTCM
487
Gyon Technologies Capital Management
New Jersey
$265K +$277K +876 New
SIA
488
Schechter Investment Advisors
Michigan
$263K +$39K +123 +16%
KWM
489
Kingsview Wealth Management
Oregon
$261K -$848K -2,678 -76%
BBVA
490
Banco Bilbao Vizcaya Argentaria
Spain
$259K -$3.8K -12 -1%
CNC
491
Canandaigua National Corp
New York
$256K +$633 +2 +0.2%
STAS
492
Strong Tower Advisory Services
Minnesota
$256K +$11.7K +37 +5%
YWP
493
YorkBridge Wealth Partners
New York
$252K +$8.23K +26 +3%
AWM
494
AE Wealth Management
Kansas
$250K -$224K -706 -46%
BCM
495
Brookstone Capital Management
Illinois
$249K +$250K +790 New
EIP
496
Ellis Investment Partners
Pennsylvania
$243K
VWA
497
V Wealth Advisors
Kansas
$239K -$106K -335 -30%
YIA
498
YHB Investment Advisors
Connecticut
$237K
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$236K +$9.5K +30 +4%
CWM
500
Connecticut Wealth Management
Connecticut
$233K

POOL Hedge Fund Activity: Q4 2022 in Review

662 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q4 2022, worth a combined $11.8B — down 6.9% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new POOL positions and 70 closed out — a net gain of 24 holders — while 231 added to existing stakes and 252 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $149M.

  • 662 institutional investors held Pool Corp (POOL) as of Q4 2022, up from 652 in Q3 2022.
  • Funds reported $11.8B of Pool Corp stock for Q4 2022, down 6.9% quarter-over-quarter.
  • 94 funds opened new Pool Corp positions in Q4 2022 and 70 closed out, a net change of +24 holders.
  • The largest Pool Corp buyer in Q4 2022 was Morgan Stanley, an estimated $146M added.
  • The largest Pool Corp seller in Q4 2022 was Brown Brothers Harriman & Co, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2022.