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Pool Corp

652 hedge funds and large institutions have $12.7B invested in Pool Corp in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 256 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.88% more ownership

Funds ownership: 98.68%100.57% (+1.9%)

3% less funds holding

Funds holding: 671652 (-19)

9% less capital invested

Capital invested by funds: $13.9B → $12.7B (-$1.22B)

11% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 256

14% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 74

59% less funds holding in top 10

Funds holding in top 10: 177 (-10)

73% less call options, than puts

Call options by funds: $63.4M | Put options by funds: $231M

Holders
652
Holders Change
-19
Holders Change %
-2.83%
% of All Funds
11.23%
Holding in Top 10
7
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-58.82%
% of All Funds
0.12%
New
64
Increased
229
Reduced
256
Closed
74
Calls
$63.4M
Puts
$231M
Net Calls
-$167M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
626
Destiny Wealth Partners
Florida
$3K
First Manhattan
627
First Manhattan
New York
$3K
GI
628
Gradient Investments
Minnesota
$3K
MCM
629
Manchester Capital Management
Vermont
$3K
YAL
630
Your Advocates Ltd
Texas
$3K
CFFP
631
Center for Financial Planning
Michigan
$3K +$3.57K +10 New
Lazard Asset Management
632
Lazard Asset Management
New York
$2K -$257K -720 -99%
LFG
633
Larson Financial Group
Missouri
$2K
VNA
634
Valley National Advisers
Pennsylvania
$2K
DI
635
Disciplined Investments
Oklahoma
$2K +$1.07K +3 +150%
HCP
636
Hexagon Capital Partners
Arkansas
$2K +$1.78K +5 New
PFBT
637
Parkside Financial Bank & Trust
Missouri
$1K -$11.4K -32 -91%
MFT
638
Moisand Fitzgerald Tamayo
Florida
$1K -$1.43K -4 -57%
JWM
639
Janiczek Wealth Management
Colorado
$1K -$1.07K -3 -60%
APF
640
Alaska Permanent Fund
Alaska
$1K
AW
641
Avion Wealth
Texas
$1K
CHA
642
Carmichael Hill & Associates
Maryland
$1K
GWM
643
Geneos Wealth Management
Colorado
$1K
S
644
Surevest
California
$1K
VCM
645
Versant Capital Management
Arizona
$1K
SCA
646
Stonebridge Capital Advisors
Minnesota
$1K +$714 +2 New
SIC
647
SJS Investment Consulting
Ohio
$1K +$1.43K +4 New
MOS
648
MGO One Seven
Ohio
$432 -$25K -70 -5%
SWA
649
Sutton Wealth Advisors
Florida
$318
FGAM
650
Financial Gravity Asset Management
Texas
$257 -$70.6K -198 -9%