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Pool Corp
POOL

Overview Fund Activity

763 hedge funds and large institutions have $15.7B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 305 increasing their positions, 268 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+11
Holders Change %
+1.46%
% of All Funds
11.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
80
Increased
305
Reduced
268
Closed
61
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$69.1M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$49.8M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$30.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.3M
5
EIP
Epoch Investment Partners
New York
+$29.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$320M
2
DZ Bank
DZ Bank
Germany
-$93.7M
3
Marshall Wace
Marshall Wace
United Kingdom
-$88.4M
4
ZIG
Zurich Insurance Group
Switzerland
-$52.5M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
601
Peapack-Gladstone Financial Corp
New Jersey
$239K +$3.63K +9 +2%
ABC
602
Associated Banc-Corp
Wisconsin
$237K – – –
FIM
603
Freedom Investment Management
Connecticut
$237K -$71.8K -178 -23%
WPC
604
Wedmont Private Capital
Pennsylvania
$236K +$12K +30 +5%
GWANC
605
Guardian Wealth Advisors (North Carolina)
North Carolina
$235K +$235K +582 New
HNB
606
Huntington National Bank
Ohio
$231K +$218K +541 +1,745%
TSS
607
Two Sigma Securities
New York
$231K +$231K +572 New
AssetMark Inc
608
AssetMark Inc
California
$230K +$63.4K +157 +38%
HI
609
Horizon Investments
North Carolina
$229K -$5.23K -13 -2%
CAAS
610
Capital Asset Advisory Services
Michigan
$229K +$14.7K +37 +7%
MCA
611
Magnolia Capital Advisors
Mississippi
$226K +$226K +627 New
MYAM
612
Meiji Yasuda Asset Management
Japan
$222K – – –
RIA
613
Regal Investment Advisors
Michigan
$218K -$40.4K -100 -16%
PFS
614
Prospera Financial Services
Texas
$217K +$217K +537 New
IIM
615
INTECH Investment Management
Florida
$217K -$253K -628 -54%
NIM
616
NEOS Investment Management
Connecticut
$217K -$3.63K -9 -2%
AFWM
617
AMJ Financial Wealth Management
Virginia
$210K +$210K +521 New
SIM
618
Stratos Investment Management
Ohio
$207K +$207K +513 New
EBA
619
Eagle Bay Advisors
New York
$207K -$37.9K -94 -16%
Lido Advisors
620
Lido Advisors
California
$202K -$6.46K -16 -3%
1WM
621
1858 Wealth Management
Ohio
$202K – – –
RWB
622
RMR Wealth Builders
New Jersey
$202K -$2.02K -5 -1%
DWT
623
Dorsey & Whitney Trust
South Dakota
$202K +$202K +500 New
MG
624
Mather Group
Illinois
$201K – – –
HCA
625
Harbor Capital Advisors
Illinois
$187K +$187K +464 New
23 24
25
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