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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
BIA
651
Bell Investment Advisors
California
$14.2K -$684 -2 -5%
CTA
652
Colonial Trust Advisors
South Carolina
$12.4K
UB
653
UMB Bank
Missouri
$12.4K
WBC
654
West Branch Capital
Massachusetts
$11.2K
LWP
655
Lumature Wealth Partners
Georgia
$11.2K +$1.03K +3 +11%
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$10.1K
CMBA
657
C.M. Bidwell & Associates
Hawaii
$9.74K
EARNEST Partners
658
EARNEST Partners
Georgia
$9.37K
WB
659
Webster Bank
Connecticut
$9.37K
GWS
660
Glassman Wealth Services
Virginia
$8.99K +$3.42K +10 +71%
SCA
661
Stuart Chaussee & Associates
California
$8.24K
TWC
662
TD Waterhouse Canada
Ontario, Canada
$7.82K -$6.5K -19 -54%
DAM
663
Delta Asset Management
Tennessee
$7.49K -$7.86K -23 -53%
PFBT
664
Parkside Financial Bank & Trust
Missouri
$7.12K +$2.05K +6 +46%
HI
665
Harbour Investments
Wisconsin
$7.12K -$23.6K -69 -78%
TJHA
666
Thomas J. Herzfeld Advisors
Florida
$7.12K
First Manhattan
667
First Manhattan
New York
$7.12K +$6.5K +19 New
CAL
668
Capital Advisors Ltd
Ohio
$7K
BWM
669
Baystate Wealth Management
Massachusetts
$6.79K
NCM
670
Northwest Capital Management
Oregon
$6.37K +$5.81K +17 New
VCM
671
Versant Capital Management
Arizona
$5.99K -$1.71K -5 -24%
GWSG
672
GPS Wealth Strategies Group
Colorado
$5.25K -$3.76K -11 -44%
BTI
673
Blue Trust Inc
Georgia
$5K -$8.89K -26 -67%
TWM
674
Tradition Wealth Management
Minnesota
$5K -$5.47K -16 -55%
CWP
675
Concord Wealth Partners
Virginia
$4.5K -$35.6K -104 -90%