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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 %
LWAM
576
Legacy Wealth Asset Management
Minnesota
$297K -$1.21K -3 -0.4%
Koshinski Asset Management
577
Koshinski Asset Management
Illinois
$297K +$297K +735 New
OC
578
Oarsman Capital
Wisconsin
$291K +$2.02K +5 +0.7%
AIM
579
Aigen Investment Management
New York
$283K +$283K +702 New
WS
580
Wedbush Securities
California
$282K +$282K +700 New
KLCM
581
KG&L Capital Management
Louisiana
$279K -$143K -355 -34%
BP
582
Ballentine Partners
Massachusetts
$278K -$10.1K -25 -4%
FTDI
583
First Trust Direct Indexing
Massachusetts
$274K +$28.6K +71 +12%
AT
584
American Trust
Kentucky
$272K – – –
Focus Partners Wealth
585
Focus Partners Wealth
Massachusetts
$270K +$270K +670 New
STA
586
Summit Trail Advisors
New York
$261K +$261K +647 New
IPW
587
Impact Partnership Wealth
Georgia
$259K +$49.7K +123 +24%
HKIMG
588
Hutchens & Kramer Investment Management Group
Indiana
$257K +$14.8K +37 +6%
IMCOOI
589
Investment Management Corp of Ontario (IMCO)
Canada
$257K -$121K -300 -32%
AWE
590
Avidian Wealth Enterprises
Texas
$257K +$4.04K +10 +2%
Capstone Investment Advisors
591
Capstone Investment Advisors
New York
$255K +$255K +632 New
QCM
592
QRG Capital Management
Illinois
$254K +$22.6K +56 +10%
YDMI
593
Y.D. More Investments
Israel
$253K -$521K -1,291 -67%
GWM
594
Gitterman Wealth Management
New Jersey
$251K +$21.1K +52 +9%
S
595
SignatureFD
Georgia
$250K +$9.28K +23 +4%
ETIA
596
Epic Trust Investment Advisors
Washington
$248K +$28.7K +71 +13%
SQA
597
Simon Quick Advisors
New Jersey
$247K +$27.8K +69 +13%
TFS
598
Thoroughbred Financial Services
Tennessee
$246K -$1.01M -2,512 -80%
BAM
599
Belpointe Asset Management
Nevada
$243K +$29.5K +73 +14%
RI
600
Rinkey Investments
California
$241K – – –
22 23
24
25 26