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Pool Corp

752 hedge funds and large institutions have $16.1B invested in Pool Corp in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 256 increasing their positions, 289 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+35
Holders Change %
+4.88%
% of All Funds
11.02%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
111
Increased
256
Reduced
289
Closed
70
Calls
$146M
Puts
$205M
Net Calls
-$59.7M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LJHT
626
Laurie J. Hall Trustee
$84K +$84K +210 New
EDRH
627
Edmond de Rothschild Holding
Switzerland
$82.1K -$1.2K -3 -1%
SWM
628
Spire Wealth Management
Virginia
$79.3K +$2.71K +7 +4%
SIM
629
Sentry Investment Management
Wisconsin
$79K -$8.42K -21 -10%
DSC
630
Duncker Streett & Co
Missouri
$78.1K
CWM
631
Compass Wealth Management
Connecticut
$74.6K
JWA
632
JFS Wealth Advisors
Pennsylvania
$69.2K
QCG
633
Quadrant Capital Group
Ohio
$66.2K +$1.99K +5 +3%
HPC
634
HM Payson & Co
Maine
$59.8K
GRP
635
Global Retirement Partners
California
$59.2K -$18.3K -48 -24%
Federated Hermes
636
Federated Hermes
Pennsylvania
$57K -$13.2K -33 -19%
PFP
637
Pinnacle Financial Partners
Tennessee
$53.8K
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$50.6K +$14.4K +36 +40%
VAG
639
VisionPoint Advisory Group
Texas
$47.4K +$47K +118 +11,800%
LFA
640
LGT Financial Advisors
Texas
$43.9K
CA
641
Clearstead Advisors
Ohio
$42.7K -$56.2K -141 -57%
VWM
642
Venturi Wealth Management
Texas
$40.3K +$5.18K +13 +15%
OA
643
Operose Advisors
Wisconsin
$40.3K -$187K -468 -82%
LS
644
Livforsakringsbolaget Skandia
Sweden
$39.9K
LC
645
Lindbrook Capital
California
$39.5K +$16.7K +42 +74%
PTC
646
Private Trust Company
Ohio
$37.5K -$797 -2 -2%
TSW
647
Thompson Siegel & Walmsley
Virginia
$35K
CFO
648
CVA Family Office
Colorado
$34.3K +$34.3K +86 New
MCM
649
MV Capital Management
Maryland
$33.9K -$3.19K -8 -9%
PA
650
PSI Advisors
Florida
$33.1K