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Pool Corp
POOL

Overview Fund Activity

717 hedge funds and large institutions have $14.2B invested in Pool Corp in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 270 increasing their positions, 256 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+16
Holders Change %
+2.28%
% of All Funds
11.43%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
82
Increased
270
Reduced
256
Closed
60
Calls
$154M
Puts
$179M
Net Calls
-$24.3M
Net Calls Change
+$211M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$308M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$137M
3
Bessemer Group
3
Bessemer Group
New Jersey
$71.5M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$85.7M
5
ACM
5
Anomaly Capital Management
New York
$66M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$231M
2
Morgan Stanley
2
Morgan Stanley
New York
$315M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$15.8M
4
CCM
4
Candlestick Capital Management
Connecticut
$0
5
WCA
5
Waratah Capital Advisors
Ontario, Canada
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBT
526
Canandaigua National Bank & Trust
New York
$290K -$15K -42 -5%
SPIA
527
Steward Partners Investment Advisory
New York
$289K +$30.3K +85 +12%
EIP
528
Ellis Investment Partners
Pennsylvania
$287K – – –
SEC
529
Seven Eight Capital
New York
$286K +$286K +804 New
FFP
530
FourThought Financial Partners
Florida
$283K +$356 +1 +0.1%
PA
531
Profund Advisors
Maryland
$281K -$73.4K -206 -21%
LNWWM
532
Laird Norton Wetherby Wealth Management
California
$280K -$6.05K -17 -2%
EA
533
Emerald Advisers
Pennsylvania
$277K -$131K -369 -32%
CIA
534
Compass Ion Advisors
Pennsylvania
$277K +$277K +778 New
ATC
535
Argent Trust Co
Tennessee
$276K +$2.85K +8 +1%
TIM
536
Thompson Investment Management
Wisconsin
$276K – – –
CWM
537
Connecticut Wealth Management
Connecticut
$275K – – –
NAS
538
Nicolet Advisory Services
Wisconsin
$272K +$43.3K +128 +19%
CA
539
Cetera Advisors
Colorado
$270K +$21.4K +60 +9%
DTL
540
Dynamic Technology Lab
Singapore
$267K +$267K +750 New
LWAM
541
Legacy Wealth Asset Management
Minnesota
$265K +$5.34K +15 +2%
TWM
542
Thrive Wealth Management
Pennsylvania
$264K +$1.07K +3 +0.4%
YIA
543
YHB Investment Advisors
Connecticut
$263K – – –
TIAA Trust, National Association
544
TIAA Trust, National Association
North Carolina
$257K +$257K +722 New
AAM
545
Advisors Asset Management
Colorado
$253K -$96.5K -271 -28%
S
546
SignatureFD
Georgia
$252K +$84.4K +237 +50%
CAAS
547
Capital Asset Advisory Services
Michigan
$249K -$55.2K -157 -18%
FIM
548
Freedom Investment Management
Connecticut
$243K -$66.2K -186 -21%
AT
549
American Trust
Kentucky
$240K – – –
SCA
550
STALEY CAPITAL ADVISERS
Pennsylvania
$239K – – –
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