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Pool Corp
POOL

Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in Pool Corp in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 256 increasing their positions, 289 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+35
Holders Change %
+4.88%
% of All Funds
11.02%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
111
Increased
256
Reduced
289
Closed
70
Calls
$146M
Puts
$205M
Net Calls
-$59.7M
Net Calls Change
-$35.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$670M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$73M
3
Marshall Wace
Marshall Wace
United Kingdom
$90.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$54.3M
5
ZIG
Zurich Insurance Group
Switzerland
$52.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$752K
2
BlackRock
BlackRock
New York
$1.34B
3
ESCM
Echo Street Capital Management
New York
$0
4
DZ Bank
DZ Bank
Germany
$124M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
551
Thrive Wealth Management
Pennsylvania
$303K +$7.57K +19 +3%
Verition Fund Management
552
Verition Fund Management
Connecticut
$297K -$12.1M -30,243 -98%
LWAM
553
Legacy Wealth Asset Management
Minnesota
$295K -$2.39K -6 -0.8%
TIAA Trust, National Association
554
TIAA Trust, National Association
North Carolina
$286K -$1.99K -5 -0.7%
OC
555
Oarsman Capital
Wisconsin
$286K +$35.9K +90 +14%
SI
556
Stephens Inc
Arkansas
$285K +$47.4K +119 +20%
BP
557
Ballentine Partners
Massachusetts
$285K +$285K +714 New
CSS
558
Cubist Systematic Strategies
Connecticut
$284K +$284K +712 New
IA
559
IFG Advisory
Georgia
$278K +$21.1K +53 +8%
WC
560
Waterloo Capital
Texas
$277K +$277K +694 New
NP
561
NorthRock Partners
Minnesota
$275K +$41.9K +105 +18%
MCM
562
MAI Capital Management
Ohio
$273K +$273K +684 New
FI
563
FJ Investments
Utah
$272K +$272K +681 New
AT
564
American Trust
Kentucky
$269K – – –
SCA
565
STALEY CAPITAL ADVISERS
Pennsylvania
$268K – – –
CIC
566
Chilton Investment Company
Connecticut
$260K -$3.37M -8,444 -93%
MAM
567
Meeder Asset Management
Ohio
$256K – – –
RIA
568
Regal Investment Advisors
Michigan
$256K -$3.59K -9 -1%
SPC
569
Sigma Planning Corp
Michigan
$256K -$320K -802 -56%
AWE
570
Avidian Wealth Enterprises
Texas
$250K – – –
Carson Wealth (CWM LLC)
571
Carson Wealth (CWM LLC)
Nebraska
$247K -$10.4K -26 -4%
P
572
Pitcairn
Pennsylvania
$245K +$245K +615 New
WI
573
Wahed Invest
New York
$243K +$4.79K +12 +2%
FTDI
574
First Trust Direct Indexing
Massachusetts
$242K +$3.19K +8 +1%
EBA
575
Eagle Bay Advisors
New York
$242K +$37.9K +95 +19%
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