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Pool Corp
POOL

Overview Fund Activity

648 hedge funds and large institutions have $12.6B invested in Pool Corp in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 228 increasing their positions, 254 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-19
Holders Change %
-2.85%
% of All Funds
11.21%
Holding in Top 10
7
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-58.82%
% of All Funds
0.12%
New
64
Increased
228
Reduced
254
Closed
74
Calls
$63.4M
Puts
$231M
Net Calls
-$167M
Net Calls Change
-$174M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$195M
2
Morgan Stanley
Morgan Stanley
New York
$236M
3
SCA
Southpoint Capital Advisors
New York
$63.6M
4
Select Equity Group
Select Equity Group
New York
$433M
5
American Century Companies
American Century Companies
Missouri
$117M

Top Sellers

1
BlackRock
BlackRock
New York
$1.28B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$105M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Invesco
Invesco
Georgia
$200M
5
AIM
Artemis Investment Management
United Kingdom
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$166K -$51.7K -163 -24%
EDRH
527
Edmond de Rothschild Holding
Switzerland
$166K +$14.7K +46 +10%
SI
528
Stephens Inc
Arkansas
$165K +$3.5K +11 +2%
BAM
529
Belpointe Asset Management
Nevada
$148K +$37.2K +117 +34%
S
530
SignatureFD
Georgia
$127K -$50K -157 -28%
RTC
531
Riverview Trust Company
Washington
$123K -$10.8K -34 -8%
NIMI
532
Natixis Investment Managers International
France
$118K – – –
WFA
533
Wipfli Financial Advisors
Wisconsin
$117K +$117K +368 New
CI Investments Inc
534
CI Investments Inc
Ontario, Canada
$116K -$619K -1,943 -84%
SWA
535
SOA Wealth Advisors
New York
$112K -$316 -1 -0.3%
IA
536
IFP Advisors
Florida
$108K +$11.3K +144 +12%
DSC
537
Duncker Streett & Co
Missouri
$92K -$1.14M -3,573 -93%
O
538
Ossiam
France
$92K +$91.7K +288 +28,800%
MAM
539
Meeder Asset Management
Ohio
$84K -$35.5K -112 -30%
SFO
540
Standard Family Office
South Dakota
$84K – – –
SIM
541
Sentry Investment Management
Wisconsin
$80K – – –
CAC
542
Core Alternative Capital
Georgia
$79K +$2.55K +8 +3%
T
543
TOBAM
France
$73K – – –
ZB
544
Zions Bancorporation
Utah
$72K -$2.23K -7 -3%
MFA
545
McClarren Financial Advisors
Pennsylvania
$71K +$71K +223 New
C
546
Covestor
United Kingdom
$64K -$65.9K -205 -51%
CFO
547
CVA Family Office
Colorado
$62K -$31.6K -100 -34%
QCG
548
Quadrant Capital Group
Ohio
$62K -$11.8K -37 -16%
PCM
549
Penserra Capital Management
California
$60K +$1.26K +4 +2%
SWM
550
Sugarloaf Wealth Management
Georgia
$60K +$5.46K +17 +10%
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