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Pool Corp
POOL

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$670M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$73M
3
Marshall Wace
Marshall Wace
United Kingdom
$90.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$54.3M
5
ZIG
Zurich Insurance Group
Switzerland
$52.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$752K
2
BlackRock
BlackRock
New York
$1.34B
3
ESCM
Echo Street Capital Management
New York
$0
4
DZ Bank
DZ Bank
Germany
$124M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
651
Smithfield Trust
Pennsylvania
$32K – – –
RWM
652
Ruedi Wealth Management
Illinois
$31.9K – – –
AAP
653
Arax Advisory Partners
Colorado
$31.1K -$4.39K -11 -12%
SCA
654
Stuart Chaussee & Associates
California
$30.7K +$21.9K +55 +250%
TCWA
655
Turtle Creek Wealth Advisors
Texas
$27.9K +$27.9K +70 New
HI
656
Harbour Investments
Wisconsin
$26.7K +$6.78K +17 +34%
RIL
657
Rothschild Investment LLC
Illinois
$26.7K +$26.7K +67 New
LA
658
LM Advisors
California
$25.9K +$25.9K +65 New
AF
659
Allworth Financial
California
$25.5K -$23.5K -59 -48%
AA
660
Ancora Advisors
Ohio
$24.7K – – –
AF
661
Advisornet Financial
Minnesota
$24.3K -$797 -2 -3%
QC
662
Quent Capital
New York
$23.2K +$401 +1 +2%
AWM
663
Abound Wealth Management
Tennessee
$22.8K -$1.2K -3 -5%
HH
664
HWG Holdings
Texas
$22.3K – – –
JFGIW
665
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.5K – – –
VNA
666
Valley National Advisers
Pennsylvania
$21K +$15.8K +40 +308%
UB
667
UMB Bank
Missouri
$20.3K +$7.18K +18 +55%
AIM
668
Anchor Investment Management
South Carolina
$19.9K – – –
AIC
669
Archer Investment Corporation
Indiana
$19.9K – – –
BF
670
BOK Financial
Oklahoma
$18.7K +$12.8K +32 +213%
TCOV
671
Trust Company of Vermont
Vermont
$18.3K +$18.3K +46 New
CA
672
Centerpoint Advisors
Massachusetts
$17K – – –
OCM
673
Osterweis Capital Management
California
$16.3K – – –
DGAM
674
Desjardins Global Asset Management
Quebec, Canada
$15.2K -$18.3K -46 -55%
BIA
675
Bell Investment Advisors
California
$15.2K – – –
25 26
27
28 29