Pool Corp
POOL
189 hedge funds and large institutions have $2.56B invested in Pool Corp in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 15 closing their positions.
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
35% more call options, than puts
Call options by funds: $3.14M | Put options by funds: $2.32M
17% more capital invested
Capital invested by funds: $2.19B → $2.56B (+$371M)
6% more funds holding
Funds holding: 178 → 189 (+11)
16% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 70
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.4M |
| 2 |
IAMU
Impax Asset Management (UK)
London,
United Kingdom
|
+$17.2M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.7M |
| 4 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$7.35M |
| 5 |
Morgan Stanley
New York
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$16.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$15.4M |
| 3 |
RA
Royce & Associates
New York
|
-$12.2M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$10.3M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$8.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FQ
201
First Quadrant
Glendale,
California
| – | -$54K | -1,000 | Closed |
|
202
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$9K | -158 | Closed |
|
|
PTC
203
Private Trust Company
Cleveland,
Ohio
| – | -$1K | -13 | Closed |
|
|
W
204
Wealthfront
Palo Alto,
California
| – | +$59 | +1 | New |
|
POOL Hedge Fund Activity: Q4 2014 in Review
189 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q4 2014, worth a combined $2.56B — up 17% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new POOL positions and 15 closed out — a net gain of 13 holders — while 59 added to existing stakes and 70 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $49.4M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $16.8M.
- 189 institutional investors held Pool Corp (POOL) as of Q4 2014, up from 178 in Q3 2014.
- Funds reported $2.56B of Pool Corp stock for Q4 2014, up 17% quarter-over-quarter.
- 28 funds opened new Pool Corp positions in Q4 2014 and 15 closed out, a net change of +13 holders.
- The largest Pool Corp buyer in Q4 2014 was Fidelity Investments, an estimated $49.4M added.
- The largest Pool Corp seller in Q4 2014 was Columbia Wanger Asset Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q4 2014.