POOL icon

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 %
SIC
701
SJS Investment Consulting
Ohio
$2.05K – – –
MSWM
702
Mowery & Schoenfeld Wealth Management
Illinois
$2.05K +$2.05K +6 New
SIM
703
Synergy Investment Management
Florida
$2.05K +$2.05K +6 New
CSC
704
Caldwell Sutter Capital
California
$1.71K – – –
TFM
705
TFC Financial Management
Massachusetts
$1.71K – – –
TAM
706
Tucker Asset Management
Colorado
$1.71K – – –
NWWA
707
New Wave Wealth Advisors
Arkansas
$1.71K +$1.71K +5 New
CFD
708
Creative Financial Designs
Indiana
$1.71K +$1.71K +5 New
MTIC
709
Missouri Trust & Investment Company
Missouri
$1.71K +$1.71K +5 New
NFSG
710
Newbridge Financial Services Group
Florida
$1.37K +$1.37K +4 New
S
711
Sachetta
Massachusetts
$1.36K – – –
PWMG
712
Private Wealth Management Group
New Jersey
$1.36K – – –
CWM
713
Crowley Wealth Management
Delaware
$1.36K +$1.36K +4 New
TWD
714
True Wealth Design
Ohio
$1.02K – – –
TCG
715
Transcendent Capital Group
Oklahoma
$1.02K – – –
OCM
716
Orion Capital Management
California
$1.02K +$1.02K +3 New
MA
717
Montag & Associates
Georgia
$948 – – –
KIM
718
Kestra Investment Management
Texas
$686 +$686 +2 New
LFG
719
Larson Financial Group
Missouri
$682 -$341 -1 -33%
ADL
720
Asset Dedication LLC
California
$682 – – –
WCM
721
WealthTrak Capital Management
Virginia
$682 +$682 +2 New
PWA
722
Principia Wealth Advisory
Texas
$682 +$682 +2 New
CSWM
723
Cassady Schiller Wealth Management
Ohio
$682 +$682 +2 New
CIA
724
Cape Investment Advisory
Georgia
$682 +$682 +2 New
CPG
725
Cornerstone Planning Group
New Jersey
$360 +$360 +1 New
27 28
29
30 31