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Pool Corp

671 hedge funds and large institutions have $13.9B invested in Pool Corp in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 274 increasing their positions, 229 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

20% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 229

2.33% more ownership

Funds ownership: 96.35%98.68% (+2.3%)

8% more call options, than puts

Call options by funds: $81.7M | Put options by funds: $75.4M

6% less funds holding

Funds holding: 711671 (-40)

14% less capital invested

Capital invested by funds: $16.1B → $13.9B (-$2.19B)

28% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 98

Holders
671
Holders Change
-40
Holders Change %
-5.63%
% of All Funds
11.3%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.29%
New
71
Increased
274
Reduced
229
Closed
98
Calls
$81.7M
Puts
$75.4M
Net Calls
+$6.31M
Net Calls Change
-$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Clearstead Advisors
Ohio
$8K +$6.74K +17 +340%
BC
627
Bartlett & Co
Ohio
$8K +$9.12K +23 New
STCOSD
628
Sageworth Trust Company of South Dakota
South Dakota
$7K
PCG
629
Private Capital Group
Connecticut
$6K
HWA
630
HHM Wealth Advisors
Tennessee
$6K +$6.34K +16 New
Jones Financial Companies
631
Jones Financial Companies
Missouri
$6K +$6.74K +17 New
GWSG
632
GPS Wealth Strategies Group
Colorado
$5K
OCM
633
Orion Capital Management
California
$5K
TJHA
634
Thomas J. Herzfeld Advisors
Florida
$5K
SC
635
Schubert & Co
Texas
$5K +$3.57K +9 +150%
WPA
636
West Paces Advisors
Georgia
$4.92K
EI
637
Ellevest Inc
New York
$4K
First Manhattan
638
First Manhattan
New York
$4K
CA
639
Crewe Advisors
Utah
$4K +$3.96K +10 New
BTI
640
Blue Trust Inc
Georgia
$4K +$4.36K +11 New
VCM
641
Vigilant Capital Management
Maine
$3K -$18.6K -47 -84%
EW
642
Evoke Wealth
California
$3K -$1.59K -4 -31%
GI
643
Gradient Investments
Minnesota
$3K -$397 -1 -11%
AIP
644
Ahrens Investment Partners
Louisiana
$3K
DWP
645
Destiny Wealth Partners
Florida
$3K
MCM
646
Manchester Capital Management
Vermont
$3K
PP
647
Pacifica Partners
Canada
$3K
YAL
648
Your Advocates Ltd
Texas
$3K
JWM
649
Janiczek Wealth Management
Colorado
$2K -$7.53K -19 -79%
MFT
650
Moisand Fitzgerald Tamayo
Florida
$2K -$2.78K -7 -50%