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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
EDRH
526
Edmond de Rothschild Holding
Switzerland
$158K
MFG
527
Mendota Financial Group
Wisconsin
$135K +$141K +445 New
RTC
528
Riverview Trust Company
Washington
$128K +$12K +38 +10%
Acadian Asset Management
529
Acadian Asset Management
Massachusetts
$127K -$139K -439 -51%
S
530
SignatureFD
Georgia
$120K -$950 -3 -0.8%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$112K -$48.1K -152 -29%
SWA
532
SOA Wealth Advisors
New York
$107K
T
533
TOBAM
France
$106K +$37.7K +119 +52%
NIMI
534
Natixis Investment Managers International
France
$102K -$10.8K -34 -9%
IA
535
IFP Advisors
Florida
$100K -$15.5K -49 -4%
DSC
536
Duncker Streett & Co
Missouri
$87.1K
Dimensional Fund Advisors
537
Dimensional Fund Advisors
Texas
$83.3K +$1.13M +3,560 +1%
Federated Hermes
538
Federated Hermes
Pennsylvania
$82.5K +$86.5K +273 New
PPC
539
Park Place Capital
Alabama
$79K +$82.7K +261 New
C
540
Covestor
United Kingdom
$78K +$18.1K +57 +29%
SIM
541
Sentry Investment Management
Wisconsin
$76K
PI
542
PineBridge Investments
New York
$75.9K -$159K -503 -67%
ZB
543
Zions Bancorporation
Utah
$70.1K +$1.9K +6 +3%
MFA
544
McClarren Financial Advisors
Pennsylvania
$67K +$317 +1 +0.4%
CAC
545
Core Alternative Capital
Georgia
$65.6K -$9.82K -31 -13%
GRP
546
Global Retirement Partners
California
$63.2K +$5.7K +18 +9%
PCM
547
Penserra Capital Management
California
$60K +$3.17K +10 +5%
BFEC
548
Benjamin F. Edwards & Company
Missouri
$60K +$3.8K +12 +6%
SWM
549
Sugarloaf Wealth Management
Georgia
$57.7K +$1.27K +4 +2%
BAAM
550
Baker Avenue Asset Management
California
$57.4K +$60.2K +190 New

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.