We are live on ! Find out more
POOL icon

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
OA
476
Oak Associates
Ohio
$353K
CCM
477
Coldstream Capital Management
Washington
$346K -$1.27M -3,583 -78%
BSG
478
Black Swift Group
Colorado
$342K -$887K -2,500 -50%
BCV
479
Banque Cantonale Vaudoise
Switzerland
$342K
VI
480
Vestcor Inc
New Brunswick, Canada
$337K -$1.69M -4,752 -83%
SCA
481
Snowden Capital Advisors
New York
$337K +$27.3K +77 +8%
OWM
482
OneAscent Wealth Management
Alabama
$335K -$20.2K -57 -5%
CAAS
483
Capital Asset Advisory Services
Michigan
$335K +$1.77K +5 +0.5%
Vontobel Holding
484
Vontobel Holding
Switzerland
$328K +$12.1K +34 +4%
HWM
485
HB Wealth Management
Georgia
$326K -$1.06K -3 -0.3%
IAA
486
Independent Advisor Alliance
North Carolina
$323K +$334K +942 New
QT
487
Quantamental Technologies
New York
$319K +$331K +933 New
AWA
488
Arkadios Wealth Advisors
Georgia
$319K -$9.58K -27 -3%
FAM
489
Fred Alger Management
New York
$319K
CC
490
Chicago Capital
Illinois
$315K
FIM
491
Freedom Investment Management
Connecticut
$314K -$47.2K -133 -13%
FT
492
Fiduciary Trust
Massachusetts
$313K -$355 -1 -0.1%
VRS
493
Virginia Retirement Systems
Virginia
$313K +$324K +913 New
MM
494
MQS Management
New York
$312K +$323K +910 New
AA
495
ALPS Advisors
Colorado
$311K -$10.6K -30 -3%
OFS
496
OneAscent Financial Services
Alabama
$308K -$12.1K -34 -4%
PAG
497
Private Advisor Group
New Jersey
$305K -$94.4K -266 -23%
SIA
498
Schechter Investment Advisors
Michigan
$304K +$7.1K +20 +2%
FHA
499
First Horizon Advisors
Tennessee
$303K +$58.6K +165 +23%
GFA
500
Gallagher Fiduciary Advisors
Illinois
$303K +$314K +886 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.