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Pool Corp

732 hedge funds and large institutions have $20.8B invested in Pool Corp in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 247 increasing their positions, 277 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more funds holding in top 10

Funds holding in top 10: 717 (+10)

89% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 55

48% more call options, than puts

Call options by funds: $197M | Put options by funds: $133M

29% more capital invested

Capital invested by funds: $16.1B → $20.8B (+$4.68B)

6% more funds holding

Funds holding: 693732 (+39)

0.19% more ownership

Funds ownership: 92.68%92.87% (+0.19%)

11% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 277

Holders
732
Holders Change
+39
Holders Change %
+5.63%
% of All Funds
11.27%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.26%
New
104
Increased
247
Reduced
277
Closed
55
Calls
$197M
Puts
$133M
Net Calls
+$63.4M
Net Calls Change
+$70.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
676
Federated Hermes
Pennsylvania
$19K +$17.8K +34 New
CWM
677
Curi Wealth Management
North Carolina
$19K +$18.3K +35 New
GAM
678
Gemmer Asset Management
California
$18K
MPWT
679
MassMutual Private Wealth & Trust
Connecticut
$18K
MUMSS
680
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K -$15.7K -30 -50%
WBC
681
West Branch Capital
Massachusetts
$17K
HNB
682
Huntington National Bank
Ohio
$16K -$524 -1 -3%
BFEC
683
Benjamin F. Edwards & Company
Missouri
$16K
CFA
684
Carroll Financial Associates
North Carolina
$16K +$1.05K +2 +7%
LC
685
Lindbrook Capital
California
$15K -$2.1K -4 -13%
CMBA
686
C.M. Bidwell & Associates
Hawaii
$15K
TWC
687
TD Waterhouse Canada
Ontario, Canada
$14.4K +$12.1K +23 New
AF
688
Allworth Financial
California
$14K
CCC
689
Crescent Capital Consulting
Louisiana
$14K
EARNEST Partners
690
EARNEST Partners
Georgia
$14K
FCA
691
FinTrust Capital Advisors
South Carolina
$14K
TCWA
692
Ten Capital Wealth Advisors
Washington
$14K +$13.1K +25 New
WB
693
Webster Bank
Connecticut
$14K +$13.1K +25 New
SCA
694
Stuart Chaussee & Associates
California
$12K
AFG
695
Albion Financial Group
Utah
$10K
PCG
696
Private Capital Group
Connecticut
$10K
LWA
697
Lenox Wealth Advisors
New York
$9K
OCM
698
Orion Capital Management
California
$8K
TJHA
699
Thomas J. Herzfeld Advisors
Florida
$8K +$1.57K +3 +27%
WPA
700
West Paces Advisors
Georgia
$7.92K +$1.05K +2 +17%

POOL Hedge Fund Activity: Q4 2021 in Review

732 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q4 2021, worth a combined $20.8B — up 29% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new POOL positions and 55 closed out — a net gain of 49 holders — while 247 added to existing stakes and 277 trimmed.

The largest buyer was Findlay Park Partners, adding an estimated $109M. The largest seller was Capital International Investors, exiting entirely with an estimated $68.2M sold.

  • 732 institutional investors held Pool Corp (POOL) as of Q4 2021, up from 693 in Q3 2021.
  • Funds reported $20.8B of Pool Corp stock for Q4 2021, up 29% quarter-over-quarter.
  • 104 funds opened new Pool Corp positions in Q4 2021 and 55 closed out, a net change of +49 holders.
  • The largest Pool Corp buyer in Q4 2021 was Findlay Park Partners, an estimated $109M added.
  • The largest Pool Corp seller in Q4 2021 was Capital International Investors, an estimated $68.2M sold.

Based on aggregated 13F filings for Q4 2021.