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Pool Corp

769 hedge funds and large institutions have $15.8B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 306 increasing their positions, 270 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

13% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 270

2% more funds holding

Funds holding: 757769 (+12)

2% less capital invested

Capital invested by funds: $16.1B → $15.8B (-$323M)

2.5% less ownership

Funds ownership: 104.5%102% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $104M | Put options by funds: $148M

Holders
769
Holders Change
+12
Holders Change %
+1.59%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
306
Reduced
270
Closed
62
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
626
1858 Wealth Management
Ohio
$202K
RWB
627
RMR Wealth Builders
New Jersey
$202K -$1.95K -5 -1%
DWT
628
Dorsey & Whitney Trust
South Dakota
$202K +$195K +500 New
MG
629
Mather Group
Illinois
$201K
HCA
630
Harbor Capital Advisors
Illinois
$187K +$181K +464 New
Federated Hermes
631
Federated Hermes
Pennsylvania
$183K +$122K +311 +217%
GWP
632
Gen-Wealth Partners
Michigan
$175K +$170K +434 New
MFG
633
Mendota Financial Group
Wisconsin
$171K -$7.82K -20 -4%
RTC
634
Riverview Trust Company
Washington
$171K +$166K +424 New
Acadian Asset Management
635
Acadian Asset Management
Massachusetts
$169K
NA
636
NewEdge Advisors
Louisiana
$168K -$71.5K -183 -31%
SWM
637
Sugarloaf Wealth Management
Georgia
$165K +$19.5K +50 +14%
SAM
638
Smartleaf Asset Management
Massachusetts
$156K -$3.13K -8 -2%
HNB
639
Hilltop National Bank
Wyoming
$144K +$140K +357 New
SWA
640
SOA Wealth Advisors
New York
$143K
AWM
641
Avior Wealth Management
Nebraska
$132K -$219K -561 -63%
CT
642
Colonial Trust
South Carolina
$130K
GI
643
GAMMA Investing
California
$125K +$18.8K +48 +18%
CT
644
Cambridge Trust
Massachusetts
$113K -$49.3K -126 -31%
CFGS
645
Concourse Financial Group Securities
Alabama
$99.7K +$9.77K +25 +11%
MFA
646
McClarren Financial Advisors
Pennsylvania
$92K +$391 +1 +0.4%
ZB
647
Zions Bancorporation
Utah
$92K
ANBT
648
American National Bank & Trust
Texas
$91.2K
DSC
649
Duncker Streett & Co
Missouri
$88.4K +$8.99K +23 +12%
LJHT
650
Laurie J. Hall Trustee
$85K