We are live on ! Find out more
POOL icon

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
CJ
651
Caitlin John
Michigan
$82.7K +$80.1K +205 New
SWM
652
Spire Wealth Management
Virginia
$81.1K -$1.56K -4 -2%
SIM
653
Sentry Investment Management
Wisconsin
$79K
MAM
654
Meeder Asset Management
Ohio
$77.9K -$176K -450 -70%
VAG
655
VisionPoint Advisory Group
Texas
$76.3K +$27.4K +70 +59%
CWM
656
Compass Wealth Management
Connecticut
$75.5K
JWA
657
JFS Wealth Advisors
Pennsylvania
$70.2K
PCM
658
Penserra Capital Management
California
$70K -$66.4K -170 -49%
A
659
AlphaQuest
New York
$68.6K -$804K -2,057 -92%
UB
660
UMB Bank
Missouri
$66.2K +$44.2K +113 +222%
QCG
661
Quadrant Capital Group
Ohio
$64.6K -$2.35K -6 -4%
SAM
662
Shell Asset Management
Netherlands
$64K -$8.99K -23 -10%
Jones Financial Companies
663
Jones Financial Companies
Missouri
$63.5K +$52.8K +135 +614%
HPC
664
HM Payson & Co
Maine
$60.5K
GRP
665
Global Retirement Partners
California
$59.7K -$2.74K -7 -5%
CTC
666
Central Trust Company
Missouri
$57.7K -$139K -356 -71%
EDRH
667
Edmond de Rothschild Holding
Switzerland
$56.9K -$25.4K -65 -32%
PFPT
668
Pinnacle Financial Partners (Tennessee)
Tennessee
$54.5K
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$53.3K +$1.95K +5 +4%
AF
670
Advisornet Financial
Minnesota
$48K +$22.7K +58 +95%
LFA
671
LGT Financial Advisors
Texas
$44.4K
LC
672
Lindbrook Capital
California
$41.2K +$1.17K +3 +3%
OA
673
Operose Advisors
Wisconsin
$40.8K
VWM
674
Venturi Wealth Management
Texas
$40.8K
LS
675
Livforsakringsbolaget Skandia
Sweden
$40.3K