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Pool Corp

662 hedge funds and large institutions have $11.8B invested in Pool Corp in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 231 increasing their positions, 252 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 70

2% more funds holding

Funds holding: 652662 (+10)

0.15% less ownership

Funds ownership: 100.57%100.41% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 252

7% less capital invested

Capital invested by funds: $12.7B → $11.8B (-$874M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

54% less call options, than puts

Call options by funds: $48M | Put options by funds: $104M

Holders
662
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
10.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
94
Increased
231
Reduced
252
Closed
70
Calls
$48M
Puts
$104M
Net Calls
-$56.4M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
151
Raymond James Financial Services Advisors
Florida
$7.02M -$460K -1,452 -6%
State of New Jersey Common Pension Fund D
152
State of New Jersey Common Pension Fund D
New Jersey
$6.97M -$189K -597 -3%
Nordea Investment Management
153
Nordea Investment Management
Sweden
$6.87M -$1.29M -4,074 -15%
Chevy Chase Trust
154
Chevy Chase Trust
Maryland
$6.86M -$544K -1,716 -7%
JIC
155
Johnson Investment Counsel
Ohio
$6.8M +$52.9K +167 +0.7%
BMSSC
156
B. Metzler seel. Sohn & Co
Germany
$6.68M +$217K +686 +3%
BCI
157
Brinker Capital Investments
Pennsylvania
$6.55M +$1.98M +6,237 +40%
HWM
158
HFR Wealth Management
New York
$6.5M +$54.5K +172 +0.8%
VAS
159
Vestmark Advisory Solutions
Massachusetts
$6.5M +$342K +1,079 +5%
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$6.29M +$907K +2,862 +16%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.05M +$42.4K +134 +0.7%
CF
162
Centaurus Financial
California
$6M +$1.13M +3,570 +22%
NB
163
Norinchukin Bank
Japan
$5.99M -$430K -1,357 -6%
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$5.93M +$481K +1,520 +8%
MSV
165
MN Services Vermogensbeheer
Netherlands
$5.93M -$855K -2,700 -12%
IIM
166
INTECH Investment Management
Florida
$5.92M -$9.63M -30,413 -61%
KCM
167
Kennedy Capital Management
Missouri
$5.91M +$1.79M +5,655 +41%
OPCM
168
Osborne Partners Capital Management
California
$5.66M +$446K +1,409 +8%
MP
169
Marlowe Partners
New York
$5.51M +$671K +2,119 +13%
CAM
170
Crown Advisors Management
California
$5.44M
GKIM
171
GW&K Investment Management
Massachusetts
$5.37M
TAM
172
Thematics Asset Management
France
$5.27M +$5.52M +17,427 New
BCM
173
Bancreek Capital Management
California
$5.25M +$1.57M +4,968 +40%
Osaic Holdings
174
Osaic Holdings
Arizona
$5.21M +$720K +2,272 +15%
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$5.16M

POOL Hedge Fund Activity: Q4 2022 in Review

662 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q4 2022, worth a combined $11.8B — down 6.9% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new POOL positions and 70 closed out — a net gain of 24 holders — while 231 added to existing stakes and 252 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $149M.

  • 662 institutional investors held Pool Corp (POOL) as of Q4 2022, up from 652 in Q3 2022.
  • Funds reported $11.8B of Pool Corp stock for Q4 2022, down 6.9% quarter-over-quarter.
  • 94 funds opened new Pool Corp positions in Q4 2022 and 70 closed out, a net change of +24 holders.
  • The largest Pool Corp buyer in Q4 2022 was Morgan Stanley, an estimated $146M added.
  • The largest Pool Corp seller in Q4 2022 was Brown Brothers Harriman & Co, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2022.