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Pool Corp

717 hedge funds and large institutions have $14.2B invested in Pool Corp in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 236 increasing their positions, 297 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $12B → $14.2B (+$2.24B)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.56% less ownership

Funds ownership: 101.45%98.89% (-2.6%)

3% less funds holding

Funds holding: 740717 (-23)

17% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 93

21% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 297

35% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $49.7M

Holders
717
Holders Change
-23
Holders Change %
-3.11%
% of All Funds
10.3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
77
Increased
236
Reduced
297
Closed
93
Calls
$32.5M
Puts
$49.7M
Net Calls
-$17.2M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
526
OneAscent Wealth Management
Alabama
$271K -$24.9K -72 -9%
Jones Financial Companies
527
Jones Financial Companies
Missouri
$270K +$93.1K +269 +59%
NWAG
528
Net Worth Advisory Group
Utah
$264K +$243K +702 New
BFG
529
Bleakley Financial Group
New Jersey
$263K -$29.1K -84 -11%
MA
530
Mutual Advisors
Nebraska
$262K +$692 +2 +0.3%
Wolverine Trading
531
Wolverine Trading
Illinois
$261K -$589K -1,702 -71%
MAP
532
Moody Aldrich Partners
Massachusetts
$261K -$120K -348 -33%
HNB
533
Huntington National Bank
Ohio
$256K -$1.73K -5 -0.7%
SCM
534
Sterling Capital Management
North Carolina
$256K +$235K +680 New
TIAA Trust, National Association
535
TIAA Trust, National Association
North Carolina
$255K -$11.1K -32 -5%
AT
536
American Trust
Kentucky
$254K
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$253K -$17.6K -51 -7%
FCP
538
Fidelis Capital Partners
Florida
$252K +$5.54K +16 +2%
HKIMG
539
Hutchens & Kramer Investment Management Group
Indiana
$250K +$230K +665 New
QCM
540
QRG Capital Management
Illinois
$248K +$228K +659 New
SI
541
Seeds Investor
New York
$247K +$227K +656 New
CNBT
542
Canandaigua National Bank & Trust
New York
$246K -$47.4K -137 -17%
ABC
543
Associated Banc-Corp
Wisconsin
$244K +$224K +647 New
OIA
544
OneDigital Investment Advisors
Kansas
$242K -$15.2K -44 -6%
BP
545
Ballentine Partners
Massachusetts
$241K -$19K -55 -8%
FIM
546
Freedom Investment Management
Connecticut
$240K -$14.9K -43 -6%
STA
547
Summit Trail Advisors
New York
$235K -$19K -55 -8%
FFO
548
Fiduciary Family Office
Florida
$234K -$356K -1,029 -62%
Capstone Investment Advisors
549
Capstone Investment Advisors
New York
$228K -$8.99K -26 -4%
AWE
550
Avidian Wealth Enterprises
Texas
$228K +$209K +605 New

POOL Hedge Fund Activity: Q3 2024 in Review

717 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q3 2024, worth a combined $14.2B — up 19% from $12B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of POOL and 77 opened new positions — a net loss of 16 holders — while 297 trimmed existing stakes and 236 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $140M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $169M sold.

  • 717 institutional investors held Pool Corp (POOL) as of Q3 2024, down from 740 in Q2 2024.
  • Funds reported $14.2B of Pool Corp stock for Q3 2024, up 19% quarter-over-quarter.
  • 77 funds opened new Pool Corp positions in Q3 2024 and 93 closed out, a net change of -16 holders.
  • The largest Pool Corp buyer in Q3 2024 was Berkshire Hathaway, an estimated $140M added.
  • The largest Pool Corp seller in Q3 2024 was Baillie Gifford & Co, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2024.