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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
Koshinski Asset Management
526
Koshinski Asset Management
Illinois
$252K +$262K +737 New
VWA
527
V Wealth Advisors
Kansas
$249K -$23.1K -65 -8%
TSS
528
Two Sigma Securities
New York
$247K +$11.7K +33 +5%
TF
529
TIAA FSB
Florida
$246K +$3.55K +10 +1%
KWM
530
Kingsview Wealth Management
Oregon
$244K -$53.2K -150 -17%
LWAM
531
Legacy Wealth Asset Management
Minnesota
$244K -$355 -1 -0.1%
EM
532
ELCO Management
New York
$243K +$252K +710 New
IAIM
533
Industrial Alliance Investment Management
Quebec, Canada
$243K +$252K +711 New
SQA
534
Simon Quick Advisors
New Jersey
$237K +$246K +693 New
CFA
535
Compass Financial Advisors
Indiana
$236K +$244K +688 New
MA
536
MJP Associates
Connecticut
$235K +$243K +686 New
SWP
537
Stratos Wealth Partners
Ohio
$233K -$3.9K -11 -2%
DEA
538
DoubleLine ETF Adviser
Florida
$232K +$241K +678 New
AT
539
American Trust
Kentucky
$231K
FRM
540
Fox Run Management
Connecticut
$230K +$238K +672 New
SCA
541
STALEY CAPITAL ADVISERS
Pennsylvania
$230K +$238K +672 New
PA
542
Profund Advisors
Maryland
$228K +$237K +667 New
IAIM
543
International Assets Investment Management
Florida
$228K +$236K +664 New
FTDI
544
First Trust Direct Indexing
Massachusetts
$227K +$235K +663 New
HI
545
Horizon Investments
North Carolina
$227K -$17.4K -49 -7%
TWM
546
Thrive Wealth Management
Pennsylvania
$224K +$232K +655 New
CT
547
Colonial Trust
South Carolina
$222K +$220K +620 +2,214%
MAM
548
Meeder Asset Management
Ohio
$220K +$228K +643 New
PCM
549
Presidio Capital Management
California
$220K +$227K +641 New
VFA
550
Valeo Financial Advisors
Indiana
$216K +$224K +631 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.