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Pool Corp
POOL

Overview Fund Activity

732 hedge funds and large institutions have $13.1B invested in Pool Corp in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 244 increasing their positions, 286 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
9.74%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
99
Increased
244
Reduced
286
Closed
68
Calls
$8.73M
Puts
$49.6M
Net Calls
-$40.9M
Net Calls Change
-$23.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$76.6M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$66.4M
3
UBS Group
UBS Group
Switzerland
+$66.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$65.2M
5
BlackRock
BlackRock
New York
+$54.1M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
-$96M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$51M
3
First Trust Advisors
First Trust Advisors
Illinois
-$44.6M
4
Bank of America
Bank of America
North Carolina
-$43.2M
5
EAM
Eventide Asset Management
Massachusetts
-$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
501
Clearstead Advisors
Ohio
$295K -$2.73K -8 -0.9%
FHA
502
First Horizon Advisors
Tennessee
$294K -$19.4K -57 -6%
CP
503
Covenant Partners
Tennessee
$292K -$7.5K -22 -3%
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$290K +$24.6K +72 +9%
OFS
505
OneAscent Financial Services
Alabama
$287K -$79.7K -234 -22%
SCA
506
Summit Creek Advisors
Minnesota
$286K – – –
EIP
507
Ellis Investment Partners
Pennsylvania
$274K – – –
HIA
508
Harbor Investment Advisory
Maryland
$273K +$273K +800 New
WEG
509
World Equity Group
Illinois
$272K +$272K +798 New
SI
510
Stephens Inc
Arkansas
$270K -$53.5K -157 -17%
GWP
511
Gen-Wealth Partners
Michigan
$269K – – –
Jones Financial Companies
512
Jones Financial Companies
Missouri
$268K +$20.8K +61 +8%
HNB
513
Huntington National Bank
Ohio
$267K +$35.5K +104 +15%
CB
514
CNB Bank
Pennsylvania
$267K +$1.71K +5 +0.6%
BP
515
Ballentine Partners
Massachusetts
$267K +$49.1K +144 +23%
GI
516
GAMMA Investing
California
$263K +$126K +370 +92%
TSS
517
Two Sigma Securities
New York
$259K -$104K -304 -29%
AssetMark Inc
518
AssetMark Inc
California
$259K +$6.82K +20 +3%
Capstone Investment Advisors
519
Capstone Investment Advisors
New York
$257K +$50.5K +148 +24%
VI
520
Vestcor Inc
New Brunswick, Canada
$257K – – –
GRP
521
Global Retirement Partners
California
$255K +$191K +561 +298%
PW
522
PUREfi Wealth
Massachusetts
$251K +$251K +735 New
WA
523
Waverly Advisors
Alabama
$251K +$251K +735 New
TIM
524
Thompson Investment Management
Wisconsin
$247K -$17K -50 -6%
FFP
525
FourThought Financial Partners
Florida
$247K +$247K +723 New
19 20
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