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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
CB
576
CNB Bank
Pennsylvania
$299K +$73.1K +187 +34%
MA
577
Mutual Advisors
Nebraska
$298K -$28.1K -72 -9%
WI
578
Wahed Invest
New York
$298K +$50.8K +130 +21%
FCP
579
Fidelis Capital Partners
Florida
$298K +$288K +738 New
LWAM
580
Legacy Wealth Asset Management
Minnesota
$297K -$1.17K -3 -0.4%
Koshinski Asset Management
581
Koshinski Asset Management
Illinois
$297K +$287K +735 New
OC
582
Oarsman Capital
Wisconsin
$291K +$1.95K +5 +0.7%
AIM
583
Aigen Investment Management
New York
$283K +$274K +702 New
WS
584
Wedbush Securities
California
$282K +$274K +700 New
KLCM
585
KG&L Capital Management
Louisiana
$279K -$139K -355 -34%
BP
586
Ballentine Partners
Massachusetts
$278K -$9.77K -25 -4%
FTDI
587
First Trust Direct Indexing
Massachusetts
$274K +$27.8K +71 +12%
AT
588
American Trust
Kentucky
$272K
Focus Partners Wealth
589
Focus Partners Wealth
Massachusetts
$270K +$262K +670 New
STA
590
Summit Trail Advisors
New York
$261K +$253K +647 New
IPW
591
Impact Partnership Wealth
Georgia
$259K +$48.1K +123 +24%
HKIMG
592
Hutchens & Kramer Investment Management Group
Indiana
$257K +$14.5K +37 +6%
IMCOOI
593
Investment Management Corp of Ontario (IMCO)
Canada
$257K -$117K -300 -32%
AWE
594
Avidian Wealth Enterprises
Texas
$257K +$3.91K +10 +2%
Capstone Investment Advisors
595
Capstone Investment Advisors
New York
$255K +$247K +632 New
QCM
596
QRG Capital Management
Illinois
$254K +$21.9K +56 +10%
YDMI
597
Y.D. More Investments
Israel
$253K -$505K -1,291 -67%
GWM
598
Gitterman Wealth Management
New Jersey
$251K +$20.3K +52 +9%
S
599
SignatureFD
Georgia
$250K +$8.99K +23 +4%
ETIA
600
Epic Trust Investment Advisors
Washington
$248K +$27.8K +71 +13%