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Pool Corp
POOL

Overview Fund Activity

732 hedge funds and large institutions have $13.1B invested in Pool Corp in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 244 increasing their positions, 286 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
99
Increased
244
Reduced
286
Closed
68
Calls
$8.73M
Puts
$49.6M
Net Calls
-$40.9M
Net Calls Change
-$23.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$355M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$204M
3
UBS Group
UBS Group
Switzerland
$99.2M
4
Citadel Advisors
Citadel Advisors
Florida
$65.2M
5
BlackRock
BlackRock
New York
$1.23B

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$13.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$36M
3
First Trust Advisors
First Trust Advisors
Illinois
$3.99M
4
Bank of America
Bank of America
North Carolina
$52.9M
5
EAM
Eventide Asset Management
Massachusetts
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
651
Bell Investment Advisors
California
$13K – – –
QC
652
Quent Capital
New York
$12.7K – – –
BGAI
653
Bruce G. Allen Investments
Colorado
$12.6K – – –
GFPC
654
Global Financial Private Client
Florida
$12.6K +$682 +2 +6%
PFBT
655
Parkside Financial Bank & Trust
Missouri
$12.3K +$341 +1 +3%
RA
656
Rise Advisors
New York
$12.1K – – –
CNBTD
657
Citizens National Bank Trust Department
Mississippi
$11.9K – – –
BF
658
BOK Financial
Oklahoma
$11.4K +$979 +3 +9%
SC
659
Swan Capital
Florida
$10.6K – – –
WBC
660
West Branch Capital
Massachusetts
$10.2K – – –
C
661
Covestor
United Kingdom
$10K -$333 -1 -3%
RIL
662
Rothschild Investment LLC
Illinois
$9.89K -$4.09K -12 -29%
FMII
663
Farmers & Merchants Investments Inc
Nebraska
$9.21K – – –
CAL
664
Capital Advisors Ltd
Ohio
$9K +$1.33K +4 +17%
CMBA
665
C.M. Bidwell & Associates
Hawaii
$8.86K – – –
HI
666
Harbour Investments
Wisconsin
$8.53K -$1.02K -3 -11%
SNB
667
Security National Bank
Nebraska
$8.52K – – –
WB
668
Webster Bank
Connecticut
$8.52K – – –
CSP
669
Cary Street Partners
Virginia
$8.52K +$8.52K +25 New
PMFA
670
Plante Moran Financial Advisors
Michigan
$7.84K -$84.6K -248 -92%
AGWCA
671
Annis Gardner Whiting Capital Advisors
Florida
$7.5K – – –
DAM
672
Delta Asset Management
Tennessee
$6.82K – – –
TH
673
TCTC Holdings
Texas
$6.48K +$6.48K +19 New
FMP
674
Financial Management Professionals
Texas
$6.14K – – –
PCFFS
675
Pacific Center for Financial Services
California
$6.14K – – –
25 26
27
28 29