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Pool Corp

689 hedge funds and large institutions have $13.6B invested in Pool Corp in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 260 increasing their positions, 235 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $11.8B → $13.6B (+$1.77B)

11% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 235

4% more funds holding

Funds holding: 662689 (+27)

0.88% more ownership

Funds ownership: 100.41%101.3% (+0.88%)

78% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $429M

Holders
689
Holders Change
+27
Holders Change %
+4.08%
% of All Funds
10.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
96
Increased
260
Reduced
235
Closed
55
Calls
$92.3M
Puts
$429M
Net Calls
-$337M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$18.4M +$335K +943 +2%
RA
102
Royce & Associates
New York
$18.1M -$8.06M -22,717 -30%
BNP Paribas Asset Management
103
BNP Paribas Asset Management
France
$17.6M -$1.83M -5,159 -9%
SW
104
SVB Wealth
Massachusetts
$17.5M -$1.63M -4,607 -8%
Corient Private Wealth
105
Corient Private Wealth
Florida
$17.4M +$17.3M +48,612 +2,278%
T. Rowe Price Investment Management
106
T. Rowe Price Investment Management
Maryland
$17.2M -$7.45K -21 -0%
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$17.2M -$1.77M -4,993 -9%
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$16.3M -$1.44M -4,054 -8%
CRC
109
Curi RMB Capital
Illinois
$15.7M +$407K +1,148 +3%
RHJA
110
Rice Hall James & Associates
California
$15.5M -$1.26M -3,554 -7%
Loomis, Sayles & Company
111
Loomis, Sayles & Company
Massachusetts
$15.4M -$9.25M -26,070 -37%
WP
112
Wedgewood Partners
Missouri
$15.3M +$5.25M +14,783 +50%
TIM
113
Thornburg Investment Management
New Mexico
$14.8M -$1.02M -2,888 -6%
ACM
114
Advisors Capital Management
New Jersey
$14.7M +$3.33M +9,371 +28%
Public Employees Retirement Association of Colorado
115
Public Employees Retirement Association of Colorado
Colorado
$14.6M +$1.29M +3,632 +9%
Victory Capital Management
116
Victory Capital Management
Texas
$14.6M +$713K +2,009 +5%
CWM
117
Congress Wealth Management
Massachusetts
$14.3M +$710K +2,000 +5%
PCA
118
Prospect Capital Advisors
California
$14.1M +$211K +595 +1%
New York State Teachers Retirement System (NYSTRS)
119
New York State Teachers Retirement System (NYSTRS)
New York
$14M -$267K -752 -2%
UBS Group
120
UBS Group
Switzerland
$13.8M +$213K +600 +2%
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$13.8M -$809K -2,280 -5%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$13.4M -$459K -1,292 -3%
SAM
123
Scopus Asset Management
New York
$12.6M -$16.5M -46,399 -56%
JWM
124
JGP Wealth Management
Oregon
$12.5M +$317K +894 +3%
Prudential Financial
125
Prudential Financial
New Jersey
$12.3M +$96.2K +271 +0.8%

POOL Hedge Fund Activity: Q1 2023 in Review

689 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q1 2023, worth a combined $13.6B — up 15% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new POOL positions and 55 closed out — a net gain of 41 holders — while 260 added to existing stakes and 235 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $234M. The largest seller was Eagle Asset Management, cutting an estimated $98.7M.

  • 689 institutional investors held Pool Corp (POOL) as of Q1 2023, up from 662 in Q4 2022.
  • Funds reported $13.6B of Pool Corp stock for Q1 2023, up 15% quarter-over-quarter.
  • 96 funds opened new Pool Corp positions in Q1 2023 and 55 closed out, a net change of +41 holders.
  • The largest Pool Corp buyer in Q1 2023 was Baillie Gifford & Co, an estimated $234M added.
  • The largest Pool Corp seller in Q1 2023 was Eagle Asset Management, an estimated $98.7M sold.

Based on aggregated 13F filings for Q1 2023.