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Pool Corp

769 hedge funds and large institutions have $15.8B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 306 increasing their positions, 270 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

13% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 270

2% more funds holding

Funds holding: 757769 (+12)

2% less capital invested

Capital invested by funds: $16.1B → $15.8B (-$323M)

2.5% less ownership

Funds ownership: 104.5%102% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $104M | Put options by funds: $148M

Holders
769
Holders Change
+12
Holders Change %
+1.59%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
306
Reduced
270
Closed
62
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
601
Simon Quick Advisors
New Jersey
$247K +$27K +69 +13%
TFS
602
Thoroughbred Financial Services
Tennessee
$246K -$982K -2,512 -80%
BAM
603
Belpointe Asset Management
Nevada
$243K +$28.5K +73 +14%
RI
604
Rinkey Investments
California
$241K
PGFC
605
Peapack-Gladstone Financial Corp
New Jersey
$239K +$3.52K +9 +2%
ABC
606
Associated Banc-Corp
Wisconsin
$237K
FIM
607
Freedom Investment Management
Connecticut
$237K -$69.6K -178 -23%
WPC
608
Wedmont Private Capital
Pennsylvania
$236K +$11.7K +30 +5%
GWANC
609
Guardian Wealth Advisors (North Carolina)
North Carolina
$235K +$227K +582 New
HNB
610
Huntington National Bank
Ohio
$231K +$211K +541 +1,745%
TSS
611
Two Sigma Securities
New York
$231K +$224K +572 New
AssetMark Inc
612
AssetMark Inc
California
$230K +$61.4K +157 +38%
HI
613
Horizon Investments
North Carolina
$229K -$5.08K -13 -2%
CAAS
614
Capital Asset Advisory Services
Michigan
$229K +$14.5K +37 +7%
MCA
615
Magnolia Capital Advisors
Mississippi
$226K +$245K +627 New
IFG
616
Independent Financial Group
California
$222K -$48.9K -125 -18%
MYAM
617
Meiji Yasuda Asset Management
Japan
$222K
RIA
618
Regal Investment Advisors
Michigan
$218K -$39.1K -100 -16%
PFS
619
Prospera Financial Services
Texas
$217K +$210K +537 New
IIM
620
INTECH Investment Management
Florida
$217K -$245K -628 -54%
NIM
621
NEOS Investment Management
Connecticut
$217K -$3.52K -9 -2%
AFWM
622
AMJ Financial Wealth Management
Virginia
$210K +$204K +521 New
SIM
623
Stratos Investment Management
Ohio
$207K +$201K +513 New
EBA
624
Eagle Bay Advisors
New York
$207K -$36.7K -94 -16%
Lido Advisors
625
Lido Advisors
California
$202K -$6.25K -16 -3%