POOL icon

Pool Corp
POOL

Overview Fund Activity

752 hedge funds and large institutions have $16.1B invested in Pool Corp in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 256 increasing their positions, 289 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+35
Holders Change %
+4.88%
% of All Funds
11.02%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
111
Increased
256
Reduced
289
Closed
70
Calls
$146M
Puts
$205M
Net Calls
-$59.7M
Net Calls Change
-$35.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$670M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$73M
3
Marshall Wace
Marshall Wace
United Kingdom
$90.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$54.3M
5
ZIG
Zurich Insurance Group
Switzerland
$52.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$752K
2
BlackRock
BlackRock
New York
$1.34B
3
ESCM
Echo Street Capital Management
New York
$0
4
DZ Bank
DZ Bank
Germany
$124M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGAI
676
Bruce G. Allen Investments
Colorado
$15.2K +$15.2K +38 New
BTI
677
Blue Trust Inc
Georgia
$15K +$9.07K +26 +153%
PFBT
678
Parkside Financial Bank & Trust
Missouri
$14.8K +$3.99K +10 +37%
CNBTD
679
Citizens National Bank Trust Department
Mississippi
$14K +$14K +35 New
AGWCA
680
Annis Gardner Whiting Capital Advisors
Florida
$13.6K +$5.18K +13 +62%
C
681
Covestor
United Kingdom
$13K – – –
IA
682
IFP Advisors
Florida
$12.8K -$41.2K -103 -76%
HNB
683
Huntington National Bank
Ohio
$12.4K -$34.7K -87 -74%
WBC
684
West Branch Capital
Massachusetts
$12K – – –
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$10.8K – – –
GWS
686
Glassman Wealth Services
Virginia
$10.8K +$1.6K +4 +17%
CMBA
687
C.M. Bidwell & Associates
Hawaii
$10.4K – – –
WB
688
Webster Bank
Connecticut
$9.97K – – –
BMC
689
Bear Mountain Capital
Washington
$9.54K +$9.54K +25 New
FGAM
690
Financial Gravity Asset Management
Texas
$9.09K – – –
ETC
691
Exchange Traded Concepts
Oklahoma
$8.77K -$81.3K -204 -90%
Jones Financial Companies
692
Jones Financial Companies
Missouri
$8.77K +$8.77K +22 New
DAM
693
Delta Asset Management
Tennessee
$7.97K – – –
SNB
694
Security National Bank
Nebraska
$7.97K +$7.97K +20 New
FFA
695
Frazier Financial Advisors
Ohio
$7.18K +$7.18K +18 New
CAL
696
Capital Advisors Ltd
Ohio
$7K – – –
NCM
697
Northwest Capital Management
Oregon
$6.78K – – –
FCA
698
FinTrust Capital Advisors
South Carolina
$6.38K +$6.38K +16 New
TWM
699
Tradition Wealth Management
Minnesota
$6K +$429 +1 +8%
GWSG
700
GPS Wealth Strategies Group
Colorado
$5.58K – – –
26 27
28
29 30