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Pool Corp
POOL

740 hedge funds and large institutions have $12B invested in Pool Corp in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 276 increasing their positions, 290 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.55% less ownership

Funds ownership: 102% → 101.45% (-0.55%)

5% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 290

4% less funds holding

Funds holding: 769 → 740 (-29)

19% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 96

24% less capital invested

Capital invested by funds: $15.8B → $12B (-$3.83B)

67% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $71.8M

Holders
740
Holders Change
-29
Holders Change %
-3.77%
% of All Funds
10.69%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
276
Reduced
290
Closed
96
Calls
$23.8M
Puts
$71.8M
Net Calls
-$47.9M
Net Calls Change
-$4.57M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$398M
2
First Trust Advisors
First Trust Advisors
Illinois
+$45.5M
3
CIPU
Caledonia Investments plc (UK)
United Kingdom
+$44.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$32.9M
5
Man Group
Man Group
United Kingdom
+$28.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$102M
2
JHP
James Hambro & Partners
United Kingdom
-$72M
3
Artisan Partners
Artisan Partners
Wisconsin
-$62.6M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$60.9M
5
Ameriprise
Ameriprise
Minnesota
-$55.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
801
Avidian Wealth Enterprises
Texas
– -$257K -636 Closed
QCM
802
QRG Capital Management
Illinois
– -$254K -629 Closed
MCA
803
Magnolia Capital Advisors
Mississippi
– -$226K -627 Closed
GWM
804
Gitterman Wealth Management
New Jersey
– -$251K -621 Closed
BAM
805
Belpointe Asset Management
Nevada
– -$243K -601 Closed
RI
806
Rinkey Investments
California
– -$241K -598 Closed
PGFC
807
Peapack-Gladstone Financial Corp
New Jersey
– -$239K -593 Closed
WPC
808
Wedmont Private Capital
Pennsylvania
– -$236K -590 Closed
ABC
809
Associated Banc-Corp
Wisconsin
– -$237K -588 Closed
GWANC
810
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$235K -582 Closed
CAAS
811
Capital Asset Advisory Services
Michigan
– -$229K -577 Closed
IFG
812
Independent Financial Group
California
– -$222K -551 Closed
MYAM
813
Meiji Yasuda Asset Management
Japan
– -$222K -550 Closed
IIM
814
INTECH Investment Management
Florida
– -$217K -537 Closed
NIM
815
NEOS Investment Management
Connecticut
– -$217K -537 Closed
PFS
816
Prospera Financial Services
Texas
– -$217K -537 Closed
AFWM
817
AMJ Financial Wealth Management
Virginia
– -$210K -521 Closed
SIM
818
Stratos Investment Management
Ohio
– -$207K -513 Closed
1WM
819
1858 Wealth Management
Ohio
– -$202K -507 Closed
Lido Advisors
820
Lido Advisors
California
– -$202K -501 Closed
DWT
821
Dorsey & Whitney Trust
South Dakota
– -$202K -500 Closed
RWB
822
RMR Wealth Builders
New Jersey
– -$202K -500 Closed
CTA
823
Colonial Trust Advisors
South Carolina
– -$28.6K -71 Closed
BMC
824
Bear Mountain Capital
Washington
– -$9.1K -25 Closed
RIM
825
Ranger Investment Management
Texas
– -$10.1K -25 Closed
30 31 32
33
34

POOL Hedge Fund Activity: Q2 2024 in Review

740 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q2 2024, worth a combined $12B — down 24% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of POOL and 78 opened new positions — a net loss of 18 holders — while 290 trimmed existing stakes and 276 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $398M. The largest seller was Select Equity Group, cutting an estimated $102M.

  • 740 institutional investors held Pool Corp (POOL) as of Q2 2024, down from 769 in Q1 2024.
  • Funds reported $12B of Pool Corp stock for Q2 2024, down 24% quarter-over-quarter.
  • 78 funds opened new Pool Corp positions in Q2 2024 and 96 closed out, a net change of -18 holders.
  • The largest Pool Corp buyer in Q2 2024 was Wellington Management Group, an estimated $398M added.
  • The largest Pool Corp seller in Q2 2024 was Select Equity Group, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2024.