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Pool Corp

769 hedge funds and large institutions have $15.8B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 306 increasing their positions, 270 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

13% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 270

2% more funds holding

Funds holding: 757769 (+12)

2% less capital invested

Capital invested by funds: $16.1B → $15.8B (-$323M)

2.5% less ownership

Funds ownership: 104.5%102% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $104M | Put options by funds: $148M

Holders
769
Holders Change
+12
Holders Change %
+1.59%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
306
Reduced
270
Closed
62
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
676
Private Trust Company
Ohio
$38.3K +$391 +1 +1%
CFO
677
CVA Family Office
Colorado
$34.7K
MCM
678
MV Capital Management
Maryland
$34.3K
PA
679
PSI Advisors
Florida
$33.5K
AF
680
Allworth Financial
California
$33.1K +$7.04K +18 +28%
ST
681
Smithfield Trust
Pennsylvania
$32K
AAP
682
Arax Advisory Partners
Colorado
$31.9K +$391 +1 +1%
SCA
683
Stuart Chaussee & Associates
California
$31.1K
RIL
684
Rothschild Investment LLC
Illinois
$30.7K +$3.52K +9 +13%
AIM
685
Anchor Investment Management
South Carolina
$28.6K +$8.21K +21 +42%
CTA
686
Colonial Trust Advisors
South Carolina
$28.6K +$27.8K +71 New
QC
687
Quent Capital
New York
$26.3K +$2.74K +7 +12%
AA
688
Ancora Advisors
Ohio
$25K
AWM
689
Abound Wealth Management
Tennessee
$24.7K +$1.56K +4 +7%
TIM
690
Tortoise Investment Management
New York
$24.6K +$23.8K +61 New
TCOV
691
Trust Company of Vermont
Vermont
$23K +$4.3K +11 +24%
VNA
692
Valley National Advisers
Pennsylvania
$20K -$1.17K -3 -6%
HI
693
Harbour Investments
Wisconsin
$19.4K -$7.43K -19 -28%
BF
694
BOK Financial
Oklahoma
$18.9K
PFBT
695
Parkside Financial Bank & Trust
Missouri
$17.8K +$2.74K +7 +19%
CA
696
Centerpoint Advisors
Massachusetts
$17K
OCM
697
Osterweis Capital Management
California
$16.5K
BIA
698
Bell Investment Advisors
California
$15.3K
RA
699
Rise Advisors
New York
$14.2K +$13.7K +35 New
CNBTD
700
Citizens National Bank Trust Department
Mississippi
$14.1K