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Pool Corp
POOL

Overview Fund Activity

717 hedge funds and large institutions have $14.2B invested in Pool Corp in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 270 increasing their positions, 256 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+16
Holders Change %
+2.28%
% of All Funds
11.43%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
82
Increased
270
Reduced
256
Closed
60
Calls
$154M
Puts
$179M
Net Calls
-$24.3M
Net Calls Change
+$211M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$308M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$137M
3
Bessemer Group
3
Bessemer Group
New Jersey
$71.5M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$85.7M
5
ACM
5
Anomaly Capital Management
New York
$66M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$231M
2
Morgan Stanley
2
Morgan Stanley
New York
$315M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$15.8M
4
CCM
4
Candlestick Capital Management
Connecticut
$0
5
WCA
5
Waratah Capital Advisors
Ontario, Canada
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
601
CWS Financial Advisors
Michigan
$74.1K +$74.1K +208 New
SWM
602
Spire Wealth Management
Virginia
$70.5K -$25.6K -72 -27%
DSC
603
Duncker Streett & Co
Missouri
$69.8K – – –
GRP
604
Global Retirement Partners
California
$68.7K +$6.77K +20 +11%
CWM
605
Compass Wealth Management
Connecticut
$66.6K – – –
FWM
606
Focused Wealth Management
New York
$64.1K – – –
Federated Hermes
607
Federated Hermes
Pennsylvania
$62.7K -$28.1K -79 -31%
JWA
608
JFS Wealth Advisors
Pennsylvania
$62K -$356 -1 -0.6%
CFGS
609
Concourse Financial Group Securities
Alabama
$59.8K -$1.07K -3 -2%
NIMI
610
Natixis Investment Managers International
France
$59.1K -$3.92K -11 -6%
QCG
611
Quadrant Capital Group
Ohio
$57.3K +$14.6K +41 +34%
HPC
612
HM Payson & Co
Maine
$53.4K – – –
IA
613
IFP Advisors
Florida
$48.1K -$107K -299 -69%
PFP
614
Pinnacle Financial Partners
Tennessee
$48.1K – – –
CCA
615
Column Capital Advisors
Indiana
$47.7K -$2.85K -8 -6%
AF
616
Allworth Financial
California
$43.8K +$14.2K +40 +48%
IPW
617
Impact Partnership Wealth
Georgia
$42.7K +$42.7K +120 New
HNB
618
Huntington National Bank
Ohio
$42K +$20.7K +58 +97%
LFA
619
LGT Financial Advisors
Texas
$39.2K +$39.2K +110 New
BAAM
620
Baker Avenue Asset Management
California
$36K -$9.62K -27 -21%
LS
621
Livforsakringsbolaget Skandia
Sweden
$35.6K – – –
PTC
622
Private Trust Company
Ohio
$34.2K +$6.05K +17 +22%
MCM
623
MV Capital Management
Maryland
$33.1K +$1.07K +3 +3%
EFMH
624
E Fund Management (HK)
Hong Kong
$33K +$33K +92 New
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$32.4K +$3.56K +10 +12%
23 24
25
26 27