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Pool Corp

671 hedge funds and large institutions have $13.9B invested in Pool Corp in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 274 increasing their positions, 229 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

20% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 229

2.33% more ownership

Funds ownership: 96.35%98.68% (+2.3%)

8% more call options, than puts

Call options by funds: $81.7M | Put options by funds: $75.4M

6% less funds holding

Funds holding: 711671 (-40)

14% less capital invested

Capital invested by funds: $16.1B → $13.9B (-$2.19B)

28% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 98

Holders
671
Holders Change
-40
Holders Change %
-5.63%
% of All Funds
11.3%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.29%
New
71
Increased
274
Reduced
229
Closed
98
Calls
$81.7M
Puts
$75.4M
Net Calls
+$6.31M
Net Calls Change
-$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
551
CVA Family Office
Colorado
$104K +$27.8K +70 +31%
IA
552
IFP Advisors
Florida
$101K
GC
553
Globeflex Capital
California
$94K
SFO
554
Standard Family Office
South Dakota
$92K -$12.7K -32 -11%
SIM
555
Sentry Investment Management
Wisconsin
$88K -$19.4K -49 -16%
CMBA
556
C.M. Bidwell & Associates
Hawaii
$86K +$87.2K +220 +846%
CAC
557
Core Alternative Capital
Georgia
$84K +$95.2K +240 New
ZB
558
Zions Bancorporation
Utah
$82K +$1.98K +5 +2%
T
559
TOBAM
France
$81K
QCG
560
Quadrant Capital Group
Ohio
$81K +$4.36K +11 +5%
CI
561
CX Institutional
Indiana
$72K +$81.7K +206 New
HIIFS
562
Harel Insurance Investments & Financial Services
Israel
$70K -$105K -264 -57%
PCM
563
Penserra Capital Management
California
$65K
SWM
564
Spire Wealth Management
Virginia
$64K -$6.91M -17,424 -99%
HPC
565
HM Payson & Co
Maine
$61K +$9.52K +24 +16%
SC
566
Sierra Capital
Florida
$61K +$69.4K +175 New
SWM
567
Sugarloaf Wealth Management
Georgia
$60K +$11.5K +29 +21%
JWA
568
JFS Wealth Advisors
Pennsylvania
$59K +$2.38K +6 +4%
AF
569
Advisornet Financial
Minnesota
$58K -$43.6K -110 -40%
HFM
570
Harvest Fund Management
China
$55K
BFEC
571
Benjamin F. Edwards & Company
Missouri
$55K +$51.5K +130 +464%
AssetMark Inc
572
AssetMark Inc
California
$52K -$19K -48 -24%
QC
573
Quent Capital
New York
$52K +$793 +2 +1%
CFGS
574
Concourse Financial Group Securities
Alabama
$52K +$1.59K +4 +3%
IAS
575
IMA Advisory Services
Colorado
$52K +$39.7K +100 +204%