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Pool Corp
POOL

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: 717 → 739 (+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: 5 → 5 (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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$81.9M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$70.9M
3
UBS Group
UBS Group
Switzerland
+$70.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$69.6M
5
BlackRock
BlackRock
New York
+$57.8M

Top Sellers

Rank Fund Capital Flow
1
CAM
Congress Asset Management
Massachusetts
-$103M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$54.5M
3
First Trust Advisors
First Trust Advisors
Illinois
-$47.6M
4
Bank of America
Bank of America
North Carolina
-$46.2M
5
EAM
Eventide Asset Management
Massachusetts
-$46.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
701
Your Advocates Ltd
Texas
$2.73K – – –
TC
702
Truvestments Capital
Florida
$2.73K +$2.55K +7 +700%
BOJHT
703
Bank of Jackson Hole Trust
Wyoming
$2.73K +$2.92K +8 New
DPW
704
DiNuzzo Private Wealth
Pennsylvania
$2.39K – – –
EB
705
Eastern Bank
Massachusetts
$2.39K – – –
MFT
706
Moisand Fitzgerald Tamayo
Florida
$2.39K – – –
TCM
707
TD Capital Management
Tennessee
$2.07K – – –
SIC
708
SJS Investment Consulting
Ohio
$2.05K – – –
MSWM
709
Mowery & Schoenfeld Wealth Management
Illinois
$2.05K +$2.19K +6 New
SIM
710
Synergy Investment Management
Florida
$2.05K +$2.19K +6 New
CSC
711
Caldwell Sutter Capital
California
$1.71K – – –
TFM
712
TFC Financial Management
Massachusetts
$1.71K – – –
TAM
713
Tucker Asset Management
Colorado
$1.71K – – –
CFD
714
Creative Financial Designs
Indiana
$1.71K +$1.82K +5 New
MTIC
715
Missouri Trust & Investment Company
Missouri
$1.71K +$1.82K +5 New
NWWA
716
New Wave Wealth Advisors
Arkansas
$1.71K +$1.82K +5 New
NFSG
717
Newbridge Financial Services Group
Florida
$1.37K +$1.46K +4 New
PWMG
718
Private Wealth Management Group
New Jersey
$1.36K – – –
S
719
Sachetta
Massachusetts
$1.36K – – –
CWM
720
Crowley Wealth Management
Delaware
$1.36K +$1.46K +4 New
TCG
721
Transcendent Capital Group
Oklahoma
$1.02K – – –
TWD
722
True Wealth Design
Ohio
$1.02K – – –
OCM
723
Orion Capital Management
California
$1.02K +$1.09K +3 New
MA
724
Montag & Associates
Georgia
$948 – – –
KIM
725
Kestra Investment Management
Texas
$686 +$729 +2 New
27 28
29
30 31

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.