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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
CWM
551
Compass Wealth Management
Connecticut
$56.5K +$59.2K +187 New
EBA
552
Eagle Bay Advisors
New York
$55.3K +$40.2K +127 +227%
FCA
553
Fortis Capital Advisors
Kansas
$55.3K +$58K +183 New
JWA
554
JFS Wealth Advisors
Pennsylvania
$51.9K -$633 -2 -1%
KIA
555
Kraematon Investment Advisors
Massachusetts
$51.8K +$54.2K +171 New
ETC
556
Exchange Traded Concepts
Oklahoma
$49.9K +$52.3K +165 New
OWA
557
One Wealth Advisors
California
$49K -$248K -782 -83%
CFGS
558
Concourse Financial Group Securities
Alabama
$47.8K -$2.53K -8 -5%
HPC
559
HM Payson & Co
Maine
$45.4K
AssetMark Inc
560
AssetMark Inc
California
$45K -$4.12K -13 -8%
CCA
561
Column Capital Advisors
Indiana
$42.9K +$2.53K +8 +6%
QCG
562
Quadrant Capital Group
Ohio
$42K -$17.4K -55 -28%
SWM
563
Spire Wealth Management
Virginia
$41K +$28.5K +90 +191%
PFPT
564
Pinnacle Financial Partners (Tennessee)
Tennessee
$40.8K
CS
565
Comerica Securities
Michigan
$35.7K +$37.4K +118 New
CWP
566
Concord Wealth Partners
Virginia
$35.1K +$36.7K +116 New
CFO
567
CVA Family Office
Colorado
$30.5K -$30.1K -95 -48%
LS
568
Livforsakringsbolaget Skandia
Sweden
$30.2K
CTB
569
Country Trust Bank
Illinois
$29K
HI
570
Harbour Investments
Wisconsin
$28.7K
AAP
571
Arax Advisory Partners
Colorado
$26.9K -$7.29K -23 -21%
TSW
572
Thompson Siegel & Walmsley
Virginia
$26K +$27.6K +87 New
AF
573
Advisornet Financial
Minnesota
$25.4K -$13.3K -42 -33%
PTC
574
Private Trust Company
Ohio
$25K -$153K -482 -85%
RWM
575
Ruedi Wealth Management
Illinois
$24.2K +$25.3K +80 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.