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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
Man Group
126
Man Group
United Kingdom
$14.8M -$1.1M -2,826 -7%
JWM
127
JGP Wealth Management
Oregon
$14.4M -$1.2M -3,080 -8%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$14.4M +$1.2M +3,072 +10%
New York State Teachers Retirement System (NYSTRS)
129
New York State Teachers Retirement System (NYSTRS)
New York
$14.2M -$312K -798 -2%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$14M -$970K -2,482 -7%
HFS
131
Hantz Financial Services
Michigan
$14M +$1.56K +4 +0%
State Board of Administration of Florida Retirement System
132
State Board of Administration of Florida Retirement System
Florida
$13.8M +$979K +2,505 +7%
KCM
133
Kennedy Capital Management
Missouri
$13.8M +$2.18M +5,569 +19%
TA
134
TruWealth Advisors
Louisiana
$13.8M +$315K +806 +2%
LPL Financial
135
LPL Financial
California
$13.6M +$2.19M +5,597 +20%
Citigroup
136
Citigroup
New York
$13.4M +$971K +2,484 +8%
WP
137
Wedgewood Partners
Missouri
$13.1M -$234K -599 -2%
New York State Common Retirement Fund
138
New York State Common Retirement Fund
New York
$12.7M -$2.19M -5,612 -15%
OPCM
139
Osborne Partners Capital Management
California
$12.4M +$241K +616 +2%
BMSSC
140
B. Metzler seel. Sohn & Co
Germany
$12.4M +$30.1K +77 +0.3%
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$12.3M +$527K +1,349 +5%
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
$12.2M +$10.2M +26,101 +626%
Truist Financial
143
Truist Financial
North Carolina
$12.2M +$182K +466 +2%
Squarepoint
144
Squarepoint
New York
$11.4M -$10.4M -26,684 -49%
Prudential Financial
145
Prudential Financial
New Jersey
$11.1M -$503K -1,287 -4%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$11M +$967K +2,475 +10%
SW
147
SVB Wealth
Massachusetts
$10.5M -$785K -2,008 -7%
JIC
148
Johnson Investment Counsel
Ohio
$10.5M +$3.52K +9 +0%
WA
149
Watchtower Advisors
Connecticut
$10.5M +$10.2M +26,000 New
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$10.4M -$153K -392 -1%