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Pool Corp

662 hedge funds and large institutions have $11.8B invested in Pool Corp in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 231 increasing their positions, 252 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 70

2% more funds holding

Funds holding: 652662 (+10)

0.15% less ownership

Funds ownership: 100.57%100.41% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 252

7% less capital invested

Capital invested by funds: $12.7B → $11.8B (-$874M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

54% less call options, than puts

Call options by funds: $48M | Put options by funds: $104M

Holders
662
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
10.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
231
Reduced
252
Closed
70
Calls
$48M
Puts
$104M
Net Calls
-$56.4M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
626
West Paces Advisors
Georgia
$4.23K
SC
627
Schubert & Co
Texas
$4.23K +$1.27K +4 +40%
USCWA
628
U.S. Capital Wealth Advisors
Texas
$3.97K +$4.12K +13 New
PFBT
629
Parkside Financial Bank & Trust
Missouri
$3.93K +$3.17K +10 +333%
WPWM
630
Western Pacific Wealth Management
Illinois
$3.33K +$3.48K +11 New
EWM
631
Evermay Wealth Management
Virginia
$3.02K -$4.75K -15 -60%
CA
632
Crewe Advisors
Utah
$3.02K -$2.22K -7 -41%
TWM
633
Tradition Wealth Management
Minnesota
$3K +$2.85K +9 New
DWP
634
Destiny Wealth Partners
Florida
$2.42K
GI
635
Gradient Investments
Minnesota
$2.42K
YAL
636
Your Advocates Ltd
Texas
$2.42K
FGAM
637
Financial Gravity Asset Management
Texas
$2.2K -$509K -1,606 -84%
LFG
638
Larson Financial Group
Missouri
$2.12K
MFT
639
Moisand Fitzgerald Tamayo
Florida
$2.12K +$1.27K +4 +133%
SIC
640
SJS Investment Consulting
Ohio
$1.81K +$633 +2 +50%
DI
641
Disciplined Investments
Oklahoma
$1.51K
HCP
642
Hexagon Capital Partners
Arkansas
$1.51K
GWM
643
Geneos Wealth Management
Colorado
$1.21K
Lazard Asset Management
644
Lazard Asset Management
New York
$1K -$950 -3 -43%
APF
645
Alaska Permanent Fund
Alaska
$1K
AW
646
Avion Wealth
Texas
$1K
VNA
647
Valley National Advisers
Pennsylvania
$1K
ADL
648
Asset Dedication LLC
California
$1K +$633 +2 New
SFG
649
Steward Financial Group
Texas
$1K +$1.27K +4 New
GWS
650
Glassman Wealth Services
Virginia
$907 -$6.33K -20 -87%