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Pool Corp
POOL

Overview Fund Activity

736 hedge funds and large institutions have $11.9B invested in Pool Corp in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 273 increasing their positions, 290 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
-27
Holders Change %
-3.54%
% of All Funds
10.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
77
Increased
273
Reduced
290
Closed
93
Calls
$23.8M
Puts
$71.8M
Net Calls
-$47.9M
Net Calls Change
-$4.57M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$338M
2
First Trust Advisors
First Trust Advisors
Illinois
$45.1M
3
CIPU
Caledonia Investments plc (UK)
United Kingdom
$37.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$133M
5
Man Group
Man Group
United Kingdom
$35.5M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$112M
2
JHP
James Hambro & Partners
United Kingdom
$2.63M
3
Artisan Partners
Artisan Partners
Wisconsin
$12.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$191M
5
Ameriprise
Ameriprise
Minnesota
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
601
Eagle Bay Advisors
New York
$112K -$45.2K -147 -29%
HNB
602
Hilltop National Bank
Wyoming
$112K +$2.15K +7 +2%
IAIM
603
International Assets Investment Management
Florida
$111K +$111K +363 New
BTI
604
Blue Trust Inc
Georgia
$99.3K +$86.8K +215 +694%
GI
605
GAMMA Investing
California
$99K +$3.38K +11 +4%
NA
606
NewEdge Advisors
Louisiana
$97.4K -$30.4K -99 -24%
CT
607
Colonial Trust
South Carolina
$88.2K -$10.8K -35 -11%
SWA
608
SOA Wealth Advisors
New York
$85.8K -$23.1K -75 -21%
SSG
609
Summit Securities Group
New York
$75K +$75K +243 New
RI
610
Ridgewood Investments
New Jersey
$74.4K +$74.4K +242 New
CFGS
611
Concourse Financial Group Securities
Alabama
$71.6K -$4.3K -14 -6%
VAG
612
VisionPoint Advisory Group
Texas
$71.3K +$13.2K +43 +23%
ZB
613
Zions Bancorporation
Utah
$70.4K +$307 +1 +0.4%
MFA
614
McClarren Financial Advisors
Pennsylvania
$70K +$18K +79 +35%
DSC
615
Duncker Streett & Co
Missouri
$67.3K – – –
LJHT
616
Laurie J. Hall Trustee
$65K – – –
YDMI
617
Y.D. More Investments
Israel
$64.5K -$128K -418 -67%
UB
618
UMB Bank
Missouri
$63.6K +$13.2K +43 +26%
CJ
619
Caitlin John
Michigan
$62.1K -$922 -3 -1%
SWM
620
Spire Wealth Management
Virginia
$61.2K -$615 -2 -1%
CWM
621
Compass Wealth Management
Connecticut
$57.5K – – –
GRP
622
Global Retirement Partners
California
$54.7K +$9.22K +30 +20%
PFP
623
Pinnacle Financial Partners
Tennessee
$54.5K – – –
PCM
624
Penserra Capital Management
California
$54K +$915 +3 +2%
JWA
625
JFS Wealth Advisors
Pennsylvania
$53.6K +$307 +1 +0.6%
23 24
25
26 27