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Pool Corp
POOL

Overview Fund Activity

736 hedge funds and large institutions have $11.9B invested in Pool Corp in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 273 increasing their positions, 290 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
-27
Holders Change %
-3.54%
% of All Funds
10.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
77
Increased
273
Reduced
290
Closed
93
Calls
$23.8M
Puts
$71.8M
Net Calls
-$47.9M
Net Calls Change
-$4.57M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$338M
2
First Trust Advisors
First Trust Advisors
Illinois
$45.1M
3
CIPU
Caledonia Investments plc (UK)
United Kingdom
$37.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$133M
5
Man Group
Man Group
United Kingdom
$35.5M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$112M
2
JHP
James Hambro & Partners
United Kingdom
$2.63M
3
Artisan Partners
Artisan Partners
Wisconsin
$12.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$191M
5
Ameriprise
Ameriprise
Minnesota
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
576
Wedbush Securities
California
$210K -$4.91K -16 -2%
FIM
577
Freedom Investment Management
Connecticut
$209K +$28.3K +92 +16%
STA
578
Summit Trail Advisors
New York
$208K +$9.53K +31 +5%
SCM
579
Stevens Capital Management
Pennsylvania
$208K -$477K -1,552 -70%
AT
580
American Trust
Kentucky
$207K – – –
LI
581
LRI Investments
Florida
$206K +$206K +669 New
AssetMark Inc
582
AssetMark Inc
California
$204K +$29.2K +95 +17%
ETIA
583
Epic Trust Investment Advisors
Washington
$202K +$13.8K +45 +7%
MM
584
MQS Management
New York
$200K +$200K +652 New
Capstone Investment Advisors
585
Capstone Investment Advisors
New York
$194K – – –
EA
586
Emerald Advisers
Pennsylvania
$184K -$51K -166 -22%
CL
587
CSS LLC
Illinois
$184K +$184K +600 New
N
588
Natixis
France
$182K -$491K -1,599 -73%
GWP
589
Gen-Wealth Partners
Michigan
$178K +$44.3K +144 +33%
HI
590
Horizon Investments
North Carolina
$176K +$922 +3 +0.5%
S
591
SignatureFD
Georgia
$172K -$17.8K -58 -9%
WT
592
Whittier Trust
California
$164K -$4.48M -14,565 -96%
BBHC
593
Brown Brothers Harriman & Co
New York
$143K -$120K -389 -46%
Jones Financial Companies
594
Jones Financial Companies
Missouri
$140K +$91.9K +299 +190%
IGAM
595
iA Global Asset Management
Quebec, Canada
$140K +$140K +454 New
MFG
596
Mendota Financial Group
Wisconsin
$131K – – –
FNWA
597
Financial Network Wealth Advisors
Utah
$130K +$130K +421 New
SWM
598
Sugarloaf Wealth Management
Georgia
$126K +$921 +3 +0.7%
PAM
599
Paradigm Asset Management
New York
$123K +$123K +400 New
SAM
600
Smartleaf Asset Management
Massachusetts
$113K -$3.08K -10 -3%
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