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Pool Corp

689 hedge funds and large institutions have $13.6B invested in Pool Corp in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 260 increasing their positions, 235 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $11.8B → $13.6B (+$1.77B)

11% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 235

4% more funds holding

Funds holding: 662689 (+27)

0.88% more ownership

Funds ownership: 100.41%101.3% (+0.88%)

78% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $429M

Holders
689
Holders Change
+27
Holders Change %
+4.08%
% of All Funds
10.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
96
Increased
260
Reduced
235
Closed
55
Calls
$92.3M
Puts
$429M
Net Calls
-$337M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
601
Cullen/Frost Bankers
Texas
$41.1K +$42.6K +120 New
CWP
602
Concord Wealth Partners
Virginia
$39.7K
DGAM
603
Desjardins Global Asset Management
Quebec, Canada
$39K +$40.5K +114 New
AAS
604
Ameritas Advisory Services
Nebraska
$35.3K +$36.6K +103 New
AF
605
Allworth Financial
California
$34.9K +$20.2K +57 +127%
LS
606
Livforsakringsbolaget Skandia
Sweden
$34.2K
HI
607
Harbour Investments
Wisconsin
$30.1K -$2.48K -7 -7%
TSW
608
Thompson Siegel & Walmsley
Virginia
$30K
MCM
609
MV Capital Management
Maryland
$29.8K +$3.55K +10 +13%
AAP
610
Arax Advisory Partners
Colorado
$29.1K -$1.42K -4 -4%
RWM
611
Ruedi Wealth Management
Illinois
$27.4K
PTC
612
Private Trust Company
Ohio
$27.1K -$1.06K -3 -4%
ST
613
Smithfield Trust
Pennsylvania
$27K
SSG
614
Summit Securities Group
New York
$26K +$13.1K +37 +95%
AF
615
Advisornet Financial
Minnesota
$23.6K -$5.32K -15 -18%
AA
616
Ancora Advisors
Ohio
$21.2K
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
$21.2K +$12.8K +36 +138%
IA
618
IFP Advisors
Florida
$20.8K -$294K -828 -62%
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.5K +$19.2K +54 New
FFA
620
Farther Finance Advisors
California
$17.8K
VWM
621
Venturi Wealth Management
Texas
$17.8K +$18.5K +52 New
AIM
622
Anchor Investment Management
South Carolina
$17.1K
AIC
623
Archer Investment Corporation
Indiana
$17.1K
LC
624
Lindbrook Capital
California
$16.8K -$2.13K -6 -11%
IAS
625
IMA Advisory Services
Colorado
$16.8K

POOL Hedge Fund Activity: Q1 2023 in Review

689 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q1 2023, worth a combined $13.6B — up 15% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new POOL positions and 55 closed out — a net gain of 41 holders — while 260 added to existing stakes and 235 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $234M. The largest seller was Eagle Asset Management, cutting an estimated $98.7M.

  • 689 institutional investors held Pool Corp (POOL) as of Q1 2023, up from 662 in Q4 2022.
  • Funds reported $13.6B of Pool Corp stock for Q1 2023, up 15% quarter-over-quarter.
  • 96 funds opened new Pool Corp positions in Q1 2023 and 55 closed out, a net change of +41 holders.
  • The largest Pool Corp buyer in Q1 2023 was Baillie Gifford & Co, an estimated $234M added.
  • The largest Pool Corp seller in Q1 2023 was Eagle Asset Management, an estimated $98.7M sold.

Based on aggregated 13F filings for Q1 2023.