POOL icon

Pool Corp
POOL

Overview Fund Activity

732 hedge funds and large institutions have $13.1B invested in Pool Corp in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 244 increasing their positions, 286 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
9.74%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
99
Increased
244
Reduced
286
Closed
68
Calls
$8.73M
Puts
$49.6M
Net Calls
-$40.9M
Net Calls Change
-$23.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$76.6M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$66.4M
3
UBS Group
UBS Group
Switzerland
+$66.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$65.2M
5
BlackRock
BlackRock
New York
+$54.1M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
-$96M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$51M
3
First Trust Advisors
First Trust Advisors
Illinois
-$44.6M
4
Bank of America
Bank of America
North Carolina
-$43.2M
5
EAM
Eventide Asset Management
Massachusetts
-$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
601
Blue Trust Inc
Georgia
$63.8K -$178K -522 -74%
YP
602
YANKCOM Partnership
South Dakota
$61.4K +$61.4K +180 New
JWA
603
JFS Wealth Advisors
Pennsylvania
$61.2K +$340 +1 +0.6%
CWM
604
Compass Wealth Management
Connecticut
$58.3K – – –
NA
605
NewEdge Advisors
Louisiana
$54.9K -$9.55K -28 -15%
FNWA
606
Financial Network Wealth Advisors
Utah
$53.9K -$96.8K -284 -64%
WSFS
607
Wilmington Savings Fund Society
Delaware
$53.9K – – –
WTC
608
WhitTier Trust Company
Nevada
$53.9K -$57.3K -168 -52%
SWM
609
Spire Wealth Management
Virginia
$52.8K -$9.89K -29 -16%
HPC
610
HM Payson & Co
Maine
$51.1K – – –
PTC
611
Private Trust Company
Ohio
$47.1K +$20.5K +60 +77%
CTC
612
Central Trust Company
Missouri
$46.4K -$2.39K -7 -5%
PWA
613
Physician Wealth Advisors
Utah
$45.3K +$45.3K +133 New
HCP
614
Hexagon Capital Partners
Arkansas
$45K +$45K +132 New
CH
615
Cromwell Holdings
Wyoming
$40.6K – – –
FIM
616
FWL Investment Management
Texas
$39.2K +$39.2K +115 New
UB
617
UMB Bank
Missouri
$38.2K +$5.11K +15 +15%
LFA
618
LGT Financial Advisors
Texas
$37.5K – – –
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$37.5K +$2.39K +7 +7%
CFGS
620
Concourse Financial Group Securities
Alabama
$35.3K -$43.6K -121 -55%
QCG
621
Quadrant Capital Group
Ohio
$35.1K +$341 +1 +1%
BIG
622
Brooklyn Investment Group
New York
$32.4K +$5.07K +15 +19%
AF
623
Allworth Financial
California
$32K +$2.88K +8 +10%
AAP
624
Arax Advisory Partners
Colorado
$31.7K +$3.41K +10 +12%
SO
625
Sierra Ocean
California
$30K +$30K +88 New
23 24
25
26 27