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Pool Corp

722 hedge funds and large institutions have $14.2B invested in Pool Corp in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 271 increasing their positions, 257 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 60

3% more funds holding

Funds holding: 704722 (+18)

5% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 257

0.16% more ownership

Funds ownership: 102.03%102.19% (+0.16%)

5% less capital invested

Capital invested by funds: $14.9B → $14.2B (-$700M)

14% less call options, than puts

Call options by funds: $154M | Put options by funds: $179M

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
722
Holders Change
+18
Holders Change %
+2.56%
% of All Funds
11.46%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
84
Increased
271
Reduced
257
Closed
60
Calls
$154M
Puts
$179M
Net Calls
-$24.3M
Net Calls Change
+$211M
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$58.7M -$61.5K -169 -0.1%
Allianz Asset Management
52
Allianz Asset Management
Germany
$56.6M -$3.43M -9,433 -6%
JHP
53
James Hambro & Partners
United Kingdom
$55.6M +$9.3M +25,549 +20%
Empower Advisory Group
54
Empower Advisory Group
Colorado
$55.3M +$1.22M +3,352 +2%
SDJVC
55
St. Denis J. Villere & Co
Louisiana
$53.9M -$2.44M -6,713 -4%
EAM
56
EULAV Asset Management
Florida
$52.8M +$5.08M +13,965 +10%
Amundi
57
Amundi
France
$49.1M +$6.76M +18,563 +15%
PFM
58
Premier Fund Managers
United Kingdom
$47.7M
Fidelity Investments
59
Fidelity Investments
Massachusetts
$47.4M -$9.8M -26,929 -17%
TCM
60
TimesSquare Capital Management
New York
$44.7M -$3.73M -10,246 -8%
Swiss National Bank
61
Swiss National Bank
Switzerland
$44.6M -$5.71M -15,700 -11%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.9M -$21.7M -59,659 -33%
Westfield Capital Management
63
Westfield Capital Management
Massachusetts
$43.2M -$28.2M -77,440 -39%
DC
64
Davenport & Co
Virginia
$42.9M +$368K +1,012 +0.8%
EWM
65
Evercore Wealth Management
New York
$42.9M +$2.55M +7,015 +6%
AIM
66
Artemis Investment Management
United Kingdom
$42M -$15.3M -42,163 -26%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$40.3M -$5.2M -14,287 -11%
Fidelity International
68
Fidelity International
Bermuda
$40.3M -$757K -2,080 -2%
Barclays
69
Barclays
United Kingdom
$39.1M +$4.87M +13,371 +14%
CCM
70
Copeland Capital Management
Pennsylvania
$37.8M +$12.4K +34 +0%
SAM
71
Scopus Asset Management
New York
$37.7M +$14.6M +40,000 +61%
Point72 Asset Management
72
Point72 Asset Management
Connecticut
$36.4M +$37.2M +102,200 New
ACH
73
ArrowMark Colorado Holdings
Colorado
$36.2M +$10.9K +30 +0%
SIMG
74
Stephens Investment Management Group
Texas
$36M +$4.55M +12,491 +14%
FAM
75
Fenimore Asset Management
New York
$34.9M +$1.04M +2,853 +3%

POOL Hedge Fund Activity: Q3 2023 in Review

722 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q3 2023, worth a combined $14.2B — down 4.7% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new POOL positions and 60 closed out — a net gain of 24 holders — while 271 added to existing stakes and 257 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $114M. The largest seller was Select Equity Group, cutting an estimated $146M.

  • 722 institutional investors held Pool Corp (POOL) as of Q3 2023, up from 704 in Q2 2023.
  • Funds reported $14.2B of Pool Corp stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 84 funds opened new Pool Corp positions in Q3 2023 and 60 closed out, a net change of +24 holders.
  • The largest Pool Corp buyer in Q3 2023 was JP Morgan Chase, an estimated $114M added.
  • The largest Pool Corp seller in Q3 2023 was Select Equity Group, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2023.