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Pool Corp
POOL

Overview Fund Activity

732 hedge funds and large institutions have $13.1B invested in Pool Corp in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 244 increasing their positions, 286 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
99
Increased
244
Reduced
286
Closed
68
Calls
$8.73M
Puts
$49.6M
Net Calls
-$40.9M
Net Calls Change
-$23.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$355M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$204M
3
UBS Group
UBS Group
Switzerland
$99.2M
4
Citadel Advisors
Citadel Advisors
Florida
$65.2M
5
BlackRock
BlackRock
New York
$1.23B

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$13.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$36M
3
First Trust Advisors
First Trust Advisors
Illinois
$3.99M
4
Bank of America
Bank of America
North Carolina
$52.9M
5
EAM
Eventide Asset Management
Massachusetts
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
676
SouthState Corp
Florida
$6.14K +$6.14K +18 New
FFA
677
Frazier Financial Advisors
Ohio
$6.11K – – –
ETS
678
ESL Trust Services
New York
$5.8K – – –
NCM
679
Northwest Capital Management
Oregon
$5.8K – – –
EDRH
680
Edmond de Rothschild Holding
Switzerland
$5.46K -$29.7K -87 -84%
GWSG
681
GPS Wealth Strategies Group
Colorado
$4.77K – – –
WA
682
Whipplewood Advisors
Colorado
$4.77K +$4.77K +14 New
AS
683
Altshuler Shaham
Israel
$3.75K – – –
FFO
684
Fortitude Family Office
Arizona
$3.75K – – –
VCM
685
Versant Capital Management
Arizona
$3.75K +$3.07K +9 +450%
RCM
686
Raleigh Capital Management
North Carolina
$3.41K -$3.75K -11 -52%
MCM
687
Manchester Capital Management
Vermont
$3.41K +$341 +1 +11%
BCMLT
688
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.41K – – –
CA
689
CoreCap Advisors
Michigan
$3.41K +$3.41K +10 New
LWA
690
Lowe Wealth Advisors
Maryland
$3.41K +$3.41K +10 New
DF
691
Dunhill Financial
United Kingdom
$3.39K +$678 +2 +25%
CWP
692
Concord Wealth Partners
Virginia
$3.07K – – –
AWM
693
Avior Wealth Management
Nebraska
$2.8K +$2.45K +7 +700%
YAL
694
Your Advocates Ltd
Texas
$2.73K – – –
TC
695
Truvestments Capital
Florida
$2.73K +$2.39K +7 +700%
BOJHT
696
Bank of Jackson Hole Trust
Wyoming
$2.73K +$2.73K +8 New
DPW
697
DiNuzzo Private Wealth
Pennsylvania
$2.39K – – –
MFT
698
Moisand Fitzgerald Tamayo
Florida
$2.39K – – –
EB
699
Eastern Bank
Massachusetts
$2.39K – – –
TCM
700
TD Capital Management
Tennessee
$2.07K – – –
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