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Pool Corp

704 hedge funds and large institutions have $14.9B invested in Pool Corp in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 238 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

30% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 56

24% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 238

10% more capital invested

Capital invested by funds: $13.6B → $14.9B (+$1.36B)

2% more funds holding

Funds holding: 689704 (+15)

0.73% more ownership

Funds ownership: 101.3%102.03% (+0.73%)

60% less call options, than puts

Call options by funds: $160M | Put options by funds: $395M

Holders
704
Holders Change
+15
Holders Change %
+2.18%
% of All Funds
11.05%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
73
Increased
294
Reduced
238
Closed
56
Calls
$160M
Puts
$395M
Net Calls
-$235M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
676
Western Pacific Wealth Management
Illinois
$4.12K
NSG
677
Nalls Sherbakoff Group
Tennessee
$4.11K
FMP
678
Financial Management Professionals
Texas
$4K
VNA
679
Valley National Advisers
Pennsylvania
$3K +$342 +1 +20%
GI
680
Gradient Investments
Minnesota
$3K -$2.73K -8 -50%
YAL
681
Your Advocates Ltd
Texas
$3K
FCAG
682
First Capital Advisors Group
New Jersey
$3K +$2.73K +8 New
MCM
683
Manchester Capital Management
Vermont
$2.62K -$5.81K -17 -71%
MFT
684
Moisand Fitzgerald Tamayo
Florida
$2.62K
LFG
685
Larson Financial Group
Missouri
$2.62K
HCP
686
Hexagon Capital Partners
Arkansas
$2.62K +$684 +2 +40%
FGAM
687
Financial Gravity Asset Management
Texas
$2.32K +$11.3K +33 +10%
SIC
688
SJS Investment Consulting
Ohio
$2.25K
DI
689
Disciplined Investments
Oklahoma
$1.87K -$684 -2 -29%
ANBT
690
American National Bank & Trust
Texas
$1.87K +$1.71K +5 New
GWM
691
Geneos Wealth Management
Colorado
$1.5K
JFA
692
JNBA Financial Advisors
Minnesota
$1.12K
FBC
693
Fairfield, Bush & Co
Connecticut
$1.12K +$1.03K +3 New
AW
694
Avion Wealth
Texas
$1K
SIA
695
SkyView Investment Advisors
New Jersey
$1K +$342 +1 +100%
VF
696
VitalStone Financial
Texas
$1K +$1.37K +4 New
CHA
697
Carmichael Hill & Associates
Maryland
$750
TFM
698
TFC Financial Management
Massachusetts
$750 +$342 +1 +100%
CSC
699
Caldwell Sutter Capital
California
$749
SCA
700
Stonebridge Capital Advisors
Minnesota
$749