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Pool Corp
POOL

Overview Fund Activity

711 hedge funds and large institutions have $14.1B invested in Pool Corp in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 233 increasing their positions, 295 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
-25
Holders Change %
-3.4%
% of All Funds
10.28%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
77
Increased
233
Reduced
295
Closed
94
Calls
$32.5M
Puts
$49.7M
Net Calls
-$17.2M
Net Calls Change
+$30.7M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$152M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$475M
3
American Century Companies
American Century Companies
Missouri
$223M
4
BlackRock
BlackRock
New York
$1.3B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$182M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0
2
Select Equity Group
Select Equity Group
New York
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$308M
4
Bessemer Group
Bessemer Group
New Jersey
$60.1M
5
Swedbank
Swedbank
Sweden
$55.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
676
Concord Wealth Partners
Virginia
$3.39K – – –
YAL
677
Your Advocates Ltd
Texas
$3.01K – – –
DF
678
Dunhill Financial
United Kingdom
$2.99K +$1.49K +4 +100%
NMM
679
Naples Money Management
Florida
$2.64K – – –
DPW
680
DiNuzzo Private Wealth
Pennsylvania
$2.64K – – –
MFT
681
Moisand Fitzgerald Tamayo
Florida
$2.64K – – –
EB
682
Eastern Bank
Massachusetts
$2.64K +$2.64K +7 New
TCM
683
TD Capital Management
Tennessee
$2.28K – – –
SIC
684
SJS Investment Consulting
Ohio
$2.26K -$377 -1 -14%
FGC
685
Financial Gravity Companies
Texas
$2.26K +$2.26K +6 New
CPA
686
Clear Point Advisors
New York
$1.96K – – –
TAM
687
Tucker Asset Management
Colorado
$1.88K – – –
CSC
688
Caldwell Sutter Capital
California
$1.88K – – –
TFM
689
TFC Financial Management
Massachusetts
$1.88K +$754 +2 +67%
ME
690
McIlrath & Eck
Washington
$1.88K +$1.88K +5 New
S
691
Sachetta
Massachusetts
$1.51K – – –
PWMG
692
Private Wealth Management Group
New Jersey
$1.51K – – –
TWD
693
True Wealth Design
Ohio
$1.13K – – –
LFG
694
Larson Financial Group
Missouri
$1.13K -$377 -1 -25%
RS
695
Rakuten Securities
Japan
$1.13K – – –
TCG
696
Transcendent Capital Group
Oklahoma
$1.13K – – –
TWC
697
TD Waterhouse Canada
Ontario, Canada
$1.13K +$376 +1 +50%
MA
698
Montag & Associates
Georgia
$1.05K +$349 +1 +50%
VCM
699
Versant Capital Management
Arizona
$754 -$5.66K -15 -88%
ADL
700
Asset Dedication LLC
California
$754 – – –
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