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Pool Corp

717 hedge funds and large institutions have $14.2B invested in Pool Corp in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 236 increasing their positions, 297 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $12B → $14.2B (+$2.24B)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.56% less ownership

Funds ownership: 101.45%98.89% (-2.6%)

3% less funds holding

Funds holding: 740717 (-23)

17% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 93

21% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 297

35% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $49.7M

Holders
717
Holders Change
-23
Holders Change %
-3.11%
% of All Funds
10.3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
77
Increased
236
Reduced
297
Closed
93
Calls
$32.5M
Puts
$49.7M
Net Calls
-$17.2M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
601
Laurie J. Hall Trustee
$79K
SAM
602
Shell Asset Management
Netherlands
$73K +$67.5K +195 New
Federated Hermes
603
Federated Hermes
Pennsylvania
$72K +$25.9K +75 +65%
NA
604
NewEdge Advisors
Louisiana
$71.2K -$44.3K -128 -40%
GRP
605
Global Retirement Partners
California
$70.8K +$3.46K +10 +6%
SWM
606
Spire Wealth Management
Virginia
$69.4K -$5.19K -15 -8%
JWA
607
JFS Wealth Advisors
Pennsylvania
$67.5K +$1.38K +4 +2%
PCM
608
Penserra Capital Management
California
$67K +$692 +2 +1%
CWM
609
Compass Wealth Management
Connecticut
$64.4K -$5.54K -16 -9%
SIM
610
Sentry Investment Management
Wisconsin
$62K
WSFS
611
Wilmington Savings Fund Society
Delaware
$59.5K +$54.7K +158 New
YDMI
612
Y.D. More Investments
Israel
$56.5K -$20.8K -60 -29%
HPC
613
HM Payson & Co
Maine
$56.5K
CTC
614
Central Trust Company
Missouri
$53.9K
GSEP
615
Golden State Equity Partners
California
$50.9K +$46.7K +135 New
CH
616
Cromwell Holdings
Wyoming
$44.8K
TIM
617
Tortoise Investment Management
New York
$43.7K +$4.5K +13 +13%
LFA
618
LGT Financial Advisors
Texas
$41.4K
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$38.8K -$15.6K -45 -30%
EDRH
620
Edmond de Rothschild Holding
Switzerland
$38.8K -$6.57K -19 -16%
QCG
621
Quadrant Capital Group
Ohio
$38.4K -$5.54K -16 -14%
OA
622
Operose Advisors
Wisconsin
$38.1K
UB
623
UMB Bank
Missouri
$36.5K -$38.1K -110 -53%
LC
624
Lindbrook Capital
California
$35.8K +$4.15K +12 +14%
MCM
625
MV Capital Management
Maryland
$32.8K +$692 +2 +2%

POOL Hedge Fund Activity: Q3 2024 in Review

717 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q3 2024, worth a combined $14.2B — up 19% from $12B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of POOL and 77 opened new positions — a net loss of 16 holders — while 297 trimmed existing stakes and 236 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $140M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $169M sold.

  • 717 institutional investors held Pool Corp (POOL) as of Q3 2024, down from 740 in Q2 2024.
  • Funds reported $14.2B of Pool Corp stock for Q3 2024, up 19% quarter-over-quarter.
  • 77 funds opened new Pool Corp positions in Q3 2024 and 93 closed out, a net change of -16 holders.
  • The largest Pool Corp buyer in Q3 2024 was Berkshire Hathaway, an estimated $140M added.
  • The largest Pool Corp seller in Q3 2024 was Baillie Gifford & Co, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2024.