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Pool Corp

689 hedge funds and large institutions have $13.6B invested in Pool Corp in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 260 increasing their positions, 235 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $11.8B → $13.6B (+$1.77B)

11% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 235

4% more funds holding

Funds holding: 662689 (+27)

0.88% more ownership

Funds ownership: 100.41%101.3% (+0.88%)

78% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $429M

Holders
689
Holders Change
+27
Holders Change %
+4.08%
% of All Funds
10.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
96
Increased
260
Reduced
235
Closed
55
Calls
$92.3M
Puts
$429M
Net Calls
-$337M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
651
Versant Capital Management
Arizona
$7.19K +$6.74K +19 +950%
TWA
652
TCI Wealth Advisors
Arizona
$6.51K +$355 +1 +6%
SC
653
Schubert & Co
Texas
$6.51K +$1.77K +5 +36%
MIA
654
Milestone Investment Advisors
Wisconsin
$6.51K +$6.74K +19 New
TJHA
655
Thomas J. Herzfeld Advisors
Florida
$6.51K
BWM
656
Baystate Wealth Management
Massachusetts
$6.18K +$6.39K +18 New
CAL
657
Capital Advisors Ltd
Ohio
$6K
GI
658
Gradient Investments
Minnesota
$5.48K +$2.84K +8 +100%
SFG
659
Steward Financial Group
Texas
$5K +$4.61K +13 +325%
OCM
660
Orion Capital Management
California
$4.79K
WPA
661
West Paces Advisors
Georgia
$4.79K
GWS
662
Glassman Wealth Services
Virginia
$4.79K +$3.9K +11 +367%
PFBT
663
Parkside Financial Bank & Trust
Missouri
$4.45K
NSG
664
Nalls Sherbakoff Group
Tennessee
$4.36K +$4.61K +13 New
WPWM
665
Western Pacific Wealth Management
Illinois
$3.77K
EWM
666
Evermay Wealth Management
Virginia
$3.42K
BF
667
BOK Financial
Oklahoma
$3.08K -$337K -950 -99%
AIP
668
Ahrens Investment Partners
Louisiana
$3.08K +$3.19K +9 New
FMP
669
Financial Management Professionals
Texas
$3K +$3.55K +10 New
Commonwealth Equity Services
670
Commonwealth Equity Services
Massachusetts
$2.96K +$389K +1,096 +15%
YAL
671
Your Advocates Ltd
Texas
$2.74K
MFT
672
Moisand Fitzgerald Tamayo
Florida
$2.4K
LFG
673
Larson Financial Group
Missouri
$2.4K
DI
674
Disciplined Investments
Oklahoma
$2.4K +$710 +2 +40%
SIC
675
SJS Investment Consulting
Ohio
$2.06K

POOL Hedge Fund Activity: Q1 2023 in Review

689 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q1 2023, worth a combined $13.6B — up 15% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new POOL positions and 55 closed out — a net gain of 41 holders — while 260 added to existing stakes and 235 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $234M. The largest seller was Eagle Asset Management, cutting an estimated $98.7M.

  • 689 institutional investors held Pool Corp (POOL) as of Q1 2023, up from 662 in Q4 2022.
  • Funds reported $13.6B of Pool Corp stock for Q1 2023, up 15% quarter-over-quarter.
  • 96 funds opened new Pool Corp positions in Q1 2023 and 55 closed out, a net change of +41 holders.
  • The largest Pool Corp buyer in Q1 2023 was Baillie Gifford & Co, an estimated $234M added.
  • The largest Pool Corp seller in Q1 2023 was Eagle Asset Management, an estimated $98.7M sold.

Based on aggregated 13F filings for Q1 2023.