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Pool Corp

769 hedge funds and large institutions have $15.8B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 306 increasing their positions, 270 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

13% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 270

2% more funds holding

Funds holding: 757769 (+12)

2% less capital invested

Capital invested by funds: $16.1B → $15.8B (-$323M)

2.5% less ownership

Funds ownership: 104.5%102% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $104M | Put options by funds: $148M

Holders
769
Holders Change
+12
Holders Change %
+1.59%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
306
Reduced
270
Closed
62
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
726
SouthState Corp
Florida
$5.65K +$5.47K +14 New
AFWM
727
Abich Financial Wealth Management
Virginia
$5.25K +$1.17K +3 +30%
QL
728
Quarry LP
New York
$5.25K +$5.08K +13 New
VWA
729
Valued Wealth Advisors
Utah
$4.84K
AP
730
Aspect Partners
Virginia
$4.44K +$3.91K +10 +1,000%
CWP
731
Concord Wealth Partners
Virginia
$3.63K
SS
732
Sunbelt Securities
Texas
$3.63K
AS
733
Altshuler Shaham
Israel
$3.63K +$3.52K +9 New
LSA
734
Leonteq Securities AG
Switzerland
$3.23K -$3.52K -9 -53%
YAL
735
Your Advocates Ltd
Texas
$3.23K
AW
736
Avion Wealth
Texas
$3K
MFT
737
Moisand Fitzgerald Tamayo
Florida
$2.83K
NMM
738
Naples Money Management
Florida
$2.83K
SIC
739
SJS Investment Consulting
Ohio
$2.83K +$391 +1 +17%
FGAM
740
Financial Gravity Asset Management
Texas
$2.7K -$7.82K -20 -74%
CA
741
Clearstead Advisors
Ohio
$2.61K -$39.1K -100 -93%
TCM
742
TD Capital Management
Tennessee
$2.43K
RS
743
Rakuten Securities
Japan
$2.42K -$1.17K -3 -33%
DPW
744
DiNuzzo Private Wealth
Pennsylvania
$2.42K
GWM
745
Geneos Wealth Management
Colorado
$2.42K
FPF
746
First Pacific Financial
Washington
$2.42K +$782 +2 +50%
CPA
747
Clear Point Advisors
New York
$2.09K
HCP
748
Hexagon Capital Partners
Arkansas
$2.02K
CSC
749
Caldwell Sutter Capital
California
$2.02K +$1.17K +3 +150%
LFG
750
Larson Financial Group
Missouri
$1.62K -$1.95K -5 -56%