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Pool Corp

689 hedge funds and large institutions have $13.6B invested in Pool Corp in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 260 increasing their positions, 235 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $11.8B → $13.6B (+$1.77B)

11% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 235

4% more funds holding

Funds holding: 662689 (+27)

0.88% more ownership

Funds ownership: 100.41%101.3% (+0.88%)

78% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $429M

Holders
689
Holders Change
+27
Holders Change %
+4.08%
% of All Funds
10.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
96
Increased
260
Reduced
235
Closed
55
Calls
$92.3M
Puts
$429M
Net Calls
-$337M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
676
Valley National Advisers
Pennsylvania
$2K
HCP
677
Hexagon Capital Partners
Arkansas
$1.71K
GWM
678
Geneos Wealth Management
Colorado
$1.37K
JFA
679
JNBA Financial Advisors
Minnesota
$1.03K +$1.06K +3 New
AW
680
Avion Wealth
Texas
$1K
Lazard Asset Management
681
Lazard Asset Management
New York
$1K
CHA
682
Carmichael Hill & Associates
Maryland
$685
SCA
683
Stonebridge Capital Advisors
Minnesota
$685
WWM
684
Wolff Wiese Magana
California
$685
CSC
685
Caldwell Sutter Capital
California
$685 +$710 +2 New
TWD
686
True Wealth Design
Ohio
$343
TFM
687
TFC Financial Management
Massachusetts
$343 +$355 +1 New
JWM
688
Janiczek Wealth Management
Colorado
$331
FGAM
689
Financial Gravity Asset Management
Texas
$276 +$14.2K +40 +13%
Impax Asset Management Group
690
Impax Asset Management Group
United Kingdom
-$91.4M -302,202 Closed
Voloridge Investment Management
691
Voloridge Investment Management
Florida
-$39.1M -129,277 Closed
NC
692
Nicholas Company
Wisconsin
-$5.07M -16,780 Closed
AWCI
693
Alpine Woods Capital Investors
New York
-$3.55M -11,750 Closed
LCG
694
Lisanti Capital Growth
New York
-$2.57M -8,495 Closed
Wealth Enhancement Advisory Services
695
Wealth Enhancement Advisory Services
Minnesota
-$2.97M -7,894 Closed
CCM
696
Cinctive Capital Management
New York
-$2.32M -7,665 Closed
RRAM
697
River Road Asset Management
Kentucky
-$2.31M -7,628 Closed
WM
698
Whitford Management
New York
-$1.85M -6,134 Closed
HF
699
HRT Financial
New York
-$1.31M -4,327 Closed
ECM
700
ExodusPoint Capital Management
New York
-$1.2M -3,974 Closed

POOL Hedge Fund Activity: Q1 2023 in Review

689 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q1 2023, worth a combined $13.6B — up 15% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new POOL positions and 55 closed out — a net gain of 41 holders — while 260 added to existing stakes and 235 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $234M. The largest seller was Eagle Asset Management, cutting an estimated $98.7M.

  • 689 institutional investors held Pool Corp (POOL) as of Q1 2023, up from 662 in Q4 2022.
  • Funds reported $13.6B of Pool Corp stock for Q1 2023, up 15% quarter-over-quarter.
  • 96 funds opened new Pool Corp positions in Q1 2023 and 55 closed out, a net change of +41 holders.
  • The largest Pool Corp buyer in Q1 2023 was Baillie Gifford & Co, an estimated $234M added.
  • The largest Pool Corp seller in Q1 2023 was Eagle Asset Management, an estimated $98.7M sold.

Based on aggregated 13F filings for Q1 2023.