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
SCA
501
Summit Creek Advisors
Minnesota
$301K
MAP
502
Moody Aldrich Partners
Massachusetts
$300K +$311K +877 New
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$298K -$120K -337 -28%
CNBT
504
Canandaigua National Bank & Trust
New York
$298K +$308K +869 New
TCM
505
Tributary Capital Management
Nebraska
$294K -$14.2K -40 -4%
VIA
506
Vident Investment Advisory
Georgia
$294K +$42.9K +121 +16%
CP
507
Covenant Partners
Tennessee
$293K -$63.2K -178 -17%
AWM
508
AE Wealth Management
Kansas
$292K +$9.58K +27 +3%
STAS
509
Strong Tower Advisory Services
Minnesota
$283K -$6.39K -18 -2%
EF
510
Empirical Finance
Pennsylvania
$283K +$22K +62 +8%
BRWA
511
B. Riley Wealth Advisors
Florida
$282K -$20.6K -58 -7%
GWM
512
Gitterman Wealth Management
New Jersey
$276K +$285K +804 New
EIP
513
Ellis Investment Partners
Pennsylvania
$276K
WG
514
Winton Group
United Kingdom
$275K +$285K +803 New
OR
515
Olympiad Research
Connecticut
$270K +$280K +789 New
BAM
516
Belpointe Asset Management
Nevada
$264K +$17K +48 +7%
CWM
517
Connecticut Wealth Management
Connecticut
$264K
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$262K -$5.68K -16 -2%
ONB
519
Old National Bancorp
Indiana
$261K +$25.9K +73 +11%
PFS
520
Prospera Financial Services
Texas
$260K +$5.32K +15 +2%
SEC
521
Seven Eight Capital
New York
$260K +$270K +760 New
FW
522
FirstPurpose Wealth
Utah
$256K +$265K +747 New
BFG
523
Bleakley Financial Group
New Jersey
$254K +$5.32K +15 +2%
SS
524
Simplicity Solutions
Minnesota
$254K +$263K +741 New
YIA
525
YHB Investment Advisors
Connecticut
$253K -$16K -45 -6%

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.