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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
MFA
601
McClarren Financial Advisors
Pennsylvania
$84K +$342 +1 +0.4%
EDRH
602
Edmond de Rothschild Holding
Switzerland
$82.4K -$80.3K -235 -52%
CCA
603
Catalyst Capital Advisors
New York
$82.4K +$75.2K +220 New
DSC
604
Duncker Streett & Co
Missouri
$73.4K
CWM
605
Compass Wealth Management
Connecticut
$70.1K
GRP
606
Global Retirement Partners
California
$68.6K +$6.5K +19 +12%
FWM
607
Focused Wealth Management
New York
$67.4K -$10.3K -30 -14%
NIMI
608
Natixis Investment Managers International
France
$66.3K -$18.5K -54 -23%
JWA
609
JFS Wealth Advisors
Pennsylvania
$65.4K -$684 -2 -1%
CFGS
610
Concourse Financial Group Securities
Alabama
$64.1K +$4.1K +12 +8%
HPC
611
HM Payson & Co
Maine
$56.2K
CCA
612
Column Capital Advisors
Indiana
$53.2K
BFEC
613
Benjamin F. Edwards & Company
Missouri
$51K -$6.84K -20 -13%
PFPT
614
Pinnacle Financial Partners (Tennessee)
Tennessee
$50.6K
BAAM
615
Baker Avenue Asset Management
California
$48K -$21.2K -62 -33%
FA
616
Fiduciary Alliance
South Carolina
$46.8K +$42.7K +125 New
QCG
617
Quadrant Capital Group
Ohio
$45K -$3.76K -11 -8%
LS
618
Livforsakringsbolaget Skandia
Sweden
$37.4K
MCM
619
MV Capital Management
Maryland
$33.7K +$1.03K +3 +3%
WTG
620
West Tower Group
Virginia
$33.7K +$30.8K +90 New
AAP
621
Arax Advisory Partners
Colorado
$33.3K +$1.37K +4 +5%
TSW
622
Thompson Siegel & Walmsley
Virginia
$33K
VWM
623
Venturi Wealth Management
Texas
$32.2K +$11.6K +34 +65%
PA
624
PSI Advisors
Florida
$32.2K +$29.4K +86 New
AF
625
Allworth Financial
California
$31.1K -$6.5K -19 -19%