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Pool Corp
POOL

Overview Fund Activity

763 hedge funds and large institutions have $15.7B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 305 increasing their positions, 268 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+11
Holders Change %
+1.46%
% of All Funds
11.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
80
Increased
305
Reduced
268
Closed
61
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$835M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$124M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$50.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$389M
5
EIP
Epoch Investment Partners
New York
$79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$358M
2
DZ Bank
DZ Bank
Germany
$32.3M
3
Marshall Wace
Marshall Wace
United Kingdom
$3.41M
4
ZIG
Zurich Insurance Group
Switzerland
$0
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
726
Sunbelt Securities
Texas
$3.63K – – –
CWP
727
Concord Wealth Partners
Virginia
$3.63K – – –
AS
728
Altshuler Shaham
Israel
$3.63K +$3.63K +9 New
YAL
729
Your Advocates Ltd
Texas
$3.23K – – –
AW
730
Avion Wealth
Texas
$3K – – –
NMM
731
Naples Money Management
Florida
$2.83K – – –
MFT
732
Moisand Fitzgerald Tamayo
Florida
$2.83K – – –
SIC
733
SJS Investment Consulting
Ohio
$2.83K +$404 +1 +17%
FGAM
734
Financial Gravity Asset Management
Texas
$2.7K -$7.72K -20 -74%
CA
735
Clearstead Advisors
Ohio
$2.61K -$37.3K -100 -93%
TCM
736
TD Capital Management
Tennessee
$2.43K – – –
RS
737
Rakuten Securities
Japan
$2.42K -$1.21K -3 -33%
DPW
738
DiNuzzo Private Wealth
Pennsylvania
$2.42K – – –
GWM
739
Geneos Wealth Management
Colorado
$2.42K – – –
FPF
740
First Pacific Financial
Washington
$2.42K +$807 +2 +50%
CPA
741
Clear Point Advisors
New York
$2.09K – – –
HCP
742
Hexagon Capital Partners
Arkansas
$2.02K – – –
CSC
743
Caldwell Sutter Capital
California
$2.02K +$1.21K +3 +150%
LFG
744
Larson Financial Group
Missouri
$1.62K -$2.02K -5 -56%
OCM
745
Orion Capital Management
California
$1.21K – – –
TAM
746
Tucker Asset Management
Colorado
$1.21K – – –
TFM
747
TFC Financial Management
Massachusetts
$1.21K +$404 +1 +50%
TWD
748
True Wealth Design
Ohio
$1.21K +$807 +2 +200%
WPA
749
West Paces Advisors
Georgia
$1.21K +$807 +2 +200%
WF
750
WoodTrust Financial
Wisconsin
$1.2K +$174 +432 +17%
28 29
30
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