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Pool Corp
POOL

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: 757 → 769 (+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: 6 → 5 (-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

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$66.9M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$48.2M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$29.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$29.4M
5
EIP
Epoch Investment Partners
New York
+$28.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$310M
2
DZ Bank
DZ Bank
Germany
-$90.8M
3
Marshall Wace
Marshall Wace
United Kingdom
-$85.6M
4
ZIG
Zurich Insurance Group
Switzerland
-$52.5M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$49.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
751
Orion Capital Management
California
$1.21K – – –
TAM
752
Tucker Asset Management
Colorado
$1.21K – – –
TFM
753
TFC Financial Management
Massachusetts
$1.21K +$391 +1 +50%
TWD
754
True Wealth Design
Ohio
$1.21K +$782 +2 +200%
WPA
755
West Paces Advisors
Georgia
$1.21K +$782 +2 +200%
WF
756
WoodTrust Financial
Wisconsin
$1.2K +$169K +432 +17%
TWC
757
TD Waterhouse Canada
Ontario, Canada
$1.18K – – –
DF
758
Dunhill Financial
United Kingdom
$1.17K – – –
ADL
759
Asset Dedication LLC
California
$1K – – –
MA
760
Montag & Associates
Georgia
$810 – – –
CHA
761
Carmichael Hill & Associates
Maryland
$807 – – –
CA
762
CoreCap Advisors
Michigan
$807 +$782 +2 New
S
763
Sachetta
Massachusetts
$798 – – –
CP
764
Castleview Partners
Texas
$404 – – –
JWM
765
Janiczek Wealth Management
Colorado
$404 – – –
TC
766
Truvestments Capital
Florida
$404 – – –
WWM
767
Wolff Wiese Magana
California
$404 – – –
CWC
768
Carolinas Wealth Consulting
North Carolina
$404 +$391 +1 New
DWM
769
Dogwood Wealth Management
Kansas
$2 – – –
ZIG
770
Zurich Insurance Group
Switzerland
– -$52.5M -131,712 Closed
Westfield Capital Management
771
Westfield Capital Management
Massachusetts
– -$49.8M -125,017 Closed
ACM
772
Anomaly Capital Management
New York
– -$47.6M -119,384 Closed
RCMC
773
RK Capital Management (Colorado)
Colorado
– -$13.3M -33,315 Closed
MGCM
774
Mane Global Capital Management
New York
– -$12.1M -30,400 Closed
ACM
775
Atika Capital Management
New York
– -$7.77M -19,500 Closed
29 30
31
32 33