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Pool Corp

769 hedge funds and large institutions have $15.8B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 306 increasing their positions, 270 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

13% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 270

2% more funds holding

Funds holding: 757769 (+12)

2% less capital invested

Capital invested by funds: $16.1B → $15.8B (-$323M)

2.5% less ownership

Funds ownership: 104.5%102% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $104M | Put options by funds: $148M

Holders
769
Holders Change
+12
Holders Change %
+1.59%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
306
Reduced
270
Closed
62
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
551
Cary Street Partners Investment Advisory
Virginia
$346K +$391 +1 +0.1%
CP
552
Covenant Partners
Tennessee
$346K
Fuller & Thaler Asset Management
553
Fuller & Thaler Asset Management
California
$345K -$460K -1,176 -58%
BBHC
554
Brown Brothers Harriman & Co
New York
$345K -$15.2K -39 -4%
QPW
555
Quantum Private Wealth
Florida
$342K
LNWWM
556
Laird Norton Wetherby Wealth Management
California
$333K +$10.9K +28 +4%
TWM
557
Thrive Wealth Management
Pennsylvania
$333K +$25K +64 +8%
AWA
558
Arkadios Wealth Advisors
Georgia
$332K +$1.17K +3 +0.4%
PPC
559
Park Place Capital
Alabama
$332K +$204K +523 +174%
Carson Wealth (CWM LLC)
560
Carson Wealth (CWM LLC)
Nebraska
$332K +$79.3K +203 +33%
Public Sector Pension Investment Board (PSP Investments)
561
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$329K -$39.1K -100 -11%
EIP
562
Ellis Investment Partners
Pennsylvania
$325K
CNBT
563
Canandaigua National Bank & Trust
New York
$321K -$5.86K -15 -2%
FFP
564
FourThought Financial Partners
Florida
$320K
CG
565
Cynosure Group
Utah
$317K +$307K +786 New
CWM
566
Connecticut Wealth Management
Connecticut
$315K
PS
567
Principal Securities
Iowa
$315K +$128K +328 +73%
TIM
568
Thompson Investment Management
Wisconsin
$313K
CM
569
Castleark Management
Illinois
$311K -$19.5K -50 -6%
EA
570
Emerald Advisers
Pennsylvania
$309K -$3.13K -8 -1%
HAG
571
HighPoint Advisor Group
Illinois
$309K +$3.13K +8 +1%
VI
572
Vestcor Inc
New Brunswick, Canada
$304K -$22.3K -57 -7%
TIAA Trust, National Association
573
TIAA Trust, National Association
North Carolina
$301K +$11.7K +30 +4%
BPA
574
Beacon Pointe Advisors
California
$299K -$354K -906 -55%
NP
575
NorthRock Partners
Minnesota
$299K +$19.9K +51 +7%