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Pool Corp

704 hedge funds and large institutions have $14.9B invested in Pool Corp in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 238 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

30% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 56

24% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 238

10% more capital invested

Capital invested by funds: $13.6B → $14.9B (+$1.36B)

2% more funds holding

Funds holding: 689704 (+15)

0.73% more ownership

Funds ownership: 101.3%102.03% (+0.73%)

60% less call options, than puts

Call options by funds: $160M | Put options by funds: $395M

Holders
704
Holders Change
+15
Holders Change %
+2.18%
% of All Funds
11.05%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
73
Increased
294
Reduced
238
Closed
56
Calls
$160M
Puts
$395M
Net Calls
-$235M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
P
576
Pitcairn
Pennsylvania
$202K +$184K +539 New
CCM
577
Cullen Capital Management
New York
$201K +$183K +536 New
MA
578
Mutual Advisors
Nebraska
$200K +$183K +534 New
S
579
SignatureFD
Georgia
$177K +$20.5K +60 +15%
MFG
580
Mendota Financial Group
Wisconsin
$167K +$152K +445 New
PCM
581
Penserra Capital Management
California
$164K -$2.11M -6,173 -93%
IA
582
IFP Advisors
Florida
$163K -$22.2K -65 -13%
RTC
583
Riverview Trust Company
Washington
$159K
TRCT
584
Tower Research Capital (TRC)
New York
$158K -$959K -2,804 -87%
CT
585
Cambridge Trust
Massachusetts
$152K -$43.8K -128 -24%
SWA
586
SOA Wealth Advisors
New York
$133K
VSQM
587
V-Square Quantitative Management
Illinois
$125K +$114K +333 New
PPC
588
Park Place Capital
Alabama
$118K +$4.79K +14 +5%
EBA
589
Eagle Bay Advisors
New York
$117K +$10.3K +30 +11%
SAM
590
Shell Asset Management
Netherlands
$114K -$442K -1,292 -81%
UM
591
UniSuper Management
Australia
$112K +$103K +300 New
AssetMark Inc
592
AssetMark Inc
California
$107K +$44.8K +131 +85%
SWM
593
Sugarloaf Wealth Management
Georgia
$104K +$17.1K +50 +22%
CA
594
Clearstead Advisors
Ohio
$103K +$23.6K +69 +33%
CT
595
Colonial Trust
South Carolina
$102K -$128K -375 -58%
SWM
596
Spire Wealth Management
Virginia
$101K +$5.13K +15 +6%
RI
597
Ridgewood Investments
New Jersey
$100K
Federated Hermes
598
Federated Hermes
Pennsylvania
$95.5K -$342 -1 -0.4%
SIM
599
Sentry Investment Management
Wisconsin
$94K
ZB
600
Zions Bancorporation
Utah
$85K