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Pool Corp
POOL

Overview Fund Activity

763 hedge funds and large institutions have $15.7B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 305 increasing their positions, 268 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+11
Holders Change %
+1.46%
% of All Funds
11.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
80
Increased
305
Reduced
268
Closed
61
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$69.1M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$49.8M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$30.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.3M
5
EIP
Epoch Investment Partners
New York
+$29.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$320M
2
DZ Bank
DZ Bank
Germany
-$93.7M
3
Marshall Wace
Marshall Wace
United Kingdom
-$88.4M
4
ZIG
Zurich Insurance Group
Switzerland
-$52.5M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPW
551
Quantum Private Wealth
Florida
$342K – – –
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$333K +$11.3K +28 +4%
TWM
553
Thrive Wealth Management
Pennsylvania
$333K +$25.8K +64 +8%
AWA
554
Arkadios Wealth Advisors
Georgia
$332K +$1.21K +3 +0.4%
PPC
555
Park Place Capital
Alabama
$332K +$211K +523 +174%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$332K +$82K +203 +33%
Public Sector Pension Investment Board (PSP Investments)
557
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$329K -$40.4K -100 -11%
EIP
558
Ellis Investment Partners
Pennsylvania
$325K – – –
CNBT
559
Canandaigua National Bank & Trust
New York
$321K -$6.05K -15 -2%
FFP
560
FourThought Financial Partners
Florida
$320K – – –
CG
561
Cynosure Group
Utah
$317K +$317K +786 New
CWM
562
Connecticut Wealth Management
Connecticut
$315K – – –
PS
563
Principal Securities
Iowa
$315K +$132K +328 +73%
TIM
564
Thompson Investment Management
Wisconsin
$313K – – –
CM
565
Castleark Management
Illinois
$311K -$20.2K -50 -6%
EA
566
Emerald Advisers
Pennsylvania
$309K -$3.23K -8 -1%
HAG
567
HighPoint Advisor Group
Illinois
$309K +$2.98K +8 +1%
VI
568
Vestcor Inc
New Brunswick, Canada
$304K -$23K -57 -7%
TIAA Trust, National Association
569
TIAA Trust, National Association
North Carolina
$301K +$12.1K +30 +4%
BPA
570
Beacon Pointe Advisors
California
$299K -$366K -906 -55%
NP
571
NorthRock Partners
Minnesota
$299K +$20.6K +51 +7%
CB
572
CNB Bank
Pennsylvania
$299K +$75.5K +187 +34%
MA
573
Mutual Advisors
Nebraska
$298K -$29.1K -72 -9%
WI
574
Wahed Invest
New York
$298K +$52.5K +130 +21%
FCP
575
Fidelis Capital Partners
Florida
$298K +$298K +738 New
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