POOL icon

Pool Corp
POOL

Overview Fund Activity

763 hedge funds and large institutions have $15.7B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 305 increasing their positions, 268 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+11
Holders Change %
+1.46%
% of All Funds
11.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
80
Increased
305
Reduced
268
Closed
61
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$69.1M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$49.8M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$30.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.3M
5
EIP
Epoch Investment Partners
New York
+$29.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$320M
2
DZ Bank
DZ Bank
Germany
-$93.7M
3
Marshall Wace
Marshall Wace
United Kingdom
-$88.4M
4
ZIG
Zurich Insurance Group
Switzerland
-$52.5M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
626
Federated Hermes
Pennsylvania
$183K +$125K +311 +217%
GWP
627
Gen-Wealth Partners
Michigan
$175K +$175K +434 New
MFG
628
Mendota Financial Group
Wisconsin
$171K -$8.07K -20 -4%
RTC
629
Riverview Trust Company
Washington
$171K +$171K +424 New
Acadian Asset Management
630
Acadian Asset Management
Massachusetts
$169K – – –
NA
631
NewEdge Advisors
Louisiana
$168K -$73.8K -183 -31%
SWM
632
Sugarloaf Wealth Management
Georgia
$165K +$20.2K +50 +14%
SAM
633
Smartleaf Asset Management
Massachusetts
$156K -$3.32K -8 -2%
HNB
634
Hilltop National Bank
Wyoming
$144K +$144K +357 New
SWA
635
SOA Wealth Advisors
New York
$143K – – –
AWM
636
Avior Wealth Management
Nebraska
$132K -$226K -561 -63%
CT
637
Colonial Trust
South Carolina
$130K – – –
GI
638
GAMMA Investing
California
$125K +$19.4K +48 +18%
CT
639
Cambridge Trust
Massachusetts
$113K -$50.8K -126 -31%
CFGS
640
Concourse Financial Group Securities
Alabama
$99.7K +$10.1K +25 +11%
MFA
641
McClarren Financial Advisors
Pennsylvania
$92K +$404 +1 +0.4%
ZB
642
Zions Bancorporation
Utah
$92K – – –
ANBT
643
American National Bank & Trust
Texas
$91.2K – – –
DSC
644
Duncker Streett & Co
Missouri
$88.4K +$9.28K +23 +12%
LJHT
645
Laurie J. Hall Trustee
$85K – – –
CJ
646
Caitlin John
Michigan
$82.7K +$82.7K +205 New
SWM
647
Spire Wealth Management
Virginia
$81.1K -$1.61K -4 -2%
SIM
648
Sentry Investment Management
Wisconsin
$79K – – –
MAM
649
Meeder Asset Management
Ohio
$77.9K -$182K -450 -70%
VAG
650
VisionPoint Advisory Group
Texas
$76.3K +$28.2K +70 +59%
24 25
26
27 28