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Pool Corp

739 hedge funds and large institutions have $13.1B invested in Pool Corp in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 288 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 68

3% more funds holding

Funds holding: 717739 (+22)

0.35% more ownership

Funds ownership: 98.89%99.24% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less capital invested

Capital invested by funds: $14.2B → $13.1B (-$1.06B)

14% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 288

82% less call options, than puts

Call options by funds: $8.73M | Put options by funds: $49.6M

Holders
739
Holders Change
+22
Holders Change %
+3.07%
% of All Funds
9.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
100
Increased
247
Reduced
288
Closed
68
Calls
$8.73M
Puts
$49.6M
Net Calls
-$40.9M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
676
Plante Moran Financial Advisors
Michigan
$7.84K -$90.4K -248 -92%
AGWCA
677
Annis Gardner Whiting Capital Advisors
Florida
$7.5K
DAM
678
Delta Asset Management
Tennessee
$6.82K
TH
679
TCTC Holdings
Texas
$6.48K +$6.92K +19 New
FMP
680
Financial Management Professionals
Texas
$6.14K
PCFFS
681
Pacific Center for Financial Services
California
$6.14K
SC
682
SouthState Corp
Florida
$6.14K +$6.56K +18 New
FFA
683
Frazier Financial Advisors
Ohio
$6.11K
ETS
684
ESL Trust Services
New York
$5.8K
NCM
685
Northwest Capital Management
Oregon
$5.8K
EDRH
686
Edmond de Rothschild Holding
Switzerland
$5.46K -$31.7K -87 -84%
GWSG
687
GPS Wealth Strategies Group
Colorado
$4.77K
WA
688
Whipplewood Advisors
Colorado
$4.77K +$5.1K +14 New
AS
689
Altshuler Shaham
Israel
$3.75K
FFO
690
Fortitude Family Office
Arizona
$3.75K
VCM
691
Versant Capital Management
Arizona
$3.75K +$3.28K +9 +450%
CAM
692
Chesapeake Asset Management
New York
$3.75K +$4.01K +11 New
RCM
693
Raleigh Capital Management
North Carolina
$3.41K -$4.01K -11 -52%
MCM
694
Manchester Capital Management
Vermont
$3.41K +$364 +1 +11%
BCMLT
695
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.41K
CA
696
CoreCap Advisors
Michigan
$3.41K +$3.64K +10 New
LWA
697
Lowe Wealth Advisors
Maryland
$3.41K +$3.64K +10 New
DF
698
Dunhill Financial
United Kingdom
$3.39K +$729 +2 +25%
CWP
699
Concord Wealth Partners
Virginia
$3.07K
AWM
700
Avior Wealth Management
Nebraska
$2.8K +$2.55K +7 +700%

POOL Hedge Fund Activity: Q4 2024 in Review

739 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q4 2024, worth a combined $13.1B — down 7.4% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new POOL positions and 68 closed out — a net gain of 32 holders — while 247 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $81.9M. The largest seller was Congress Asset Management, cutting an estimated $103M.

  • 739 institutional investors held Pool Corp (POOL) as of Q4 2024, up from 717 in Q3 2024.
  • Funds reported $13.1B of Pool Corp stock for Q4 2024, down 7.4% quarter-over-quarter.
  • 100 funds opened new Pool Corp positions in Q4 2024 and 68 closed out, a net change of +32 holders.
  • The largest Pool Corp buyer in Q4 2024 was Wellington Management Group, an estimated $81.9M added.
  • The largest Pool Corp seller in Q4 2024 was Congress Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2024.