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Pool Corp

704 hedge funds and large institutions have $14.9B invested in Pool Corp in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 238 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

30% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 56

24% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 238

10% more capital invested

Capital invested by funds: $13.6B → $14.9B (+$1.36B)

2% more funds holding

Funds holding: 689704 (+15)

0.73% more ownership

Funds ownership: 101.3%102.03% (+0.73%)

60% less call options, than puts

Call options by funds: $160M | Put options by funds: $395M

Holders
704
Holders Change
+15
Holders Change %
+2.18%
% of All Funds
11.05%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
73
Increased
294
Reduced
238
Closed
56
Calls
$160M
Puts
$395M
Net Calls
-$235M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$30.3K +$6.5K +19 +31%
ST
627
Smithfield Trust
Pennsylvania
$30K
RWM
628
Ruedi Wealth Management
Illinois
$30K
PTC
629
Private Trust Company
Ohio
$29.6K
AF
630
Advisornet Financial
Minnesota
$23.2K -$2.39K -7 -10%
AA
631
Ancora Advisors
Ohio
$23.2K
HNB
632
Huntington National Bank
Ohio
$22.5K +$6.15K +18 +43%
CFO
633
CVA Family Office
Colorado
$22.1K +$7.86K +23 +64%
QC
634
Quent Capital
New York
$21.1K +$2.73K +8 +17%
HH
635
HWG Holdings
Texas
$21K +$4.1K +12 +27%
AWM
636
Abound Wealth Management
Tennessee
$20.3K +$3.08K +9 +20%
JFGIW
637
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.2K
HCA
638
Harbor Capital Advisors
Illinois
$20.2K +$18.5K +54 New
C
639
Covestor
United Kingdom
$20K -$60.5K -177 -77%
OP
640
ORG Partners
Indiana
$20K +$18.5K +54 New
FFA
641
Farther Finance Advisors
California
$19.5K
LC
642
Lindbrook Capital
California
$19.1K +$684 +2 +4%
SSG
643
Summit Securities Group
New York
$19K -$8.89K -26 -34%
AIM
644
Anchor Investment Management
South Carolina
$18.7K
AIC
645
Archer Investment Corporation
Indiana
$18.7K
DGAM
646
Desjardins Global Asset Management
Quebec, Canada
$18.7K -$21.9K -64 -56%
IAS
647
IMA Advisory Services
Colorado
$18.4K
GA
648
GoalVest Advisory
New York
$16.1K +$14.7K +43 New
CA
649
Centerpoint Advisors
Massachusetts
$16K
OCM
650
Osterweis Capital Management
California
$15.4K