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Pool Corp

288 hedge funds and large institutions have $3.99B invested in Pool Corp in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 119 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

92.43% more ownership

Funds ownership: 0%92.43% (+92%)

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

69% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $1.38M

12% more capital invested

Capital invested by funds: $3.55B → $3.99B (+$438M)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

2% less funds holding

Funds holding: 293288 (-5)

26% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 119

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
7.2%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
40
Increased
88
Reduced
119
Closed
41
Calls
$2.33M
Puts
$1.38M
Net Calls
+$946K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$318M +$5.58M +56,571 +2%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$293M +$7.93M +80,316 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$192M +$33.3M +337,778 +22%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$167M -$538K -5,455 -0.3%
BFA
5
BlackRock Fund Advisors
California
$164M +$1.9M +19,257 +1%
BIT
6
BlackRock Institutional Trust
California
$134M +$2.25M +22,808 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$114M +$16.4M +165,935 +18%
State Street
8
State Street
Massachusetts
$113M -$4.73M -47,957 -4%
Invesco
9
Invesco
Georgia
$99.8M -$2.28M -23,136 -2%
Wells Fargo
10
Wells Fargo
California
$94.8M -$3.29M -33,300 -4%
SDJVC
11
St. Denis J. Villere & Co
Louisiana
$87M +$557K +5,644 +0.7%
EAM
12
Eagle Asset Management
Florida
$80.9M +$3.22M +32,583 +4%
Fisher Asset Management
13
Fisher Asset Management
Washington
$72M +$3.64M +36,852 +6%
ORI
14
Oak Ridge Investments
Illinois
$69.9M -$13.5M -137,239 -17%
TCM
15
TimesSquare Capital Management
New York
$68.7M -$3.72M -37,675 -5%
WRF
16
Waddell & Reed Financial
Kansas
$61.3M +$15.3M +154,746 +36%
O
17
OppenheimerFunds
New York
$57.8M -$2.94M -29,763 -5%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$55M +$160K +1,624 +0.3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$54.2M +$1.31M +13,282 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$47.3M -$24.3M -246,492 -35%
GGHC
21
Gilder Gagnon Howe & Co
New York
$46.2M -$1.54M -15,597 -3%
Northern Trust
22
Northern Trust
Illinois
$44.7M +$2.02M +20,422 +5%
ACM
23
Atlanta Capital Management
Georgia
$42M +$15.1K +153 +0%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$40M -$15.4M -156,426 -29%
Goldman Sachs
25
Goldman Sachs
New York
$38.9M +$22.6M +228,508 +159%

POOL Hedge Fund Activity: Q4 2016 in Review

288 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q4 2016, worth a combined $3.99B — up 12% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of POOL and 40 opened new positions — a net loss of 1 holder — while 119 trimmed existing stakes and 88 added.

The largest buyer was JP Morgan Chase, adding an estimated $33.3M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $37.3M sold.

  • 288 institutional investors held Pool Corp (POOL) as of Q4 2016, down from 293 in Q3 2016.
  • Funds reported $3.99B of Pool Corp stock for Q4 2016, up 12% quarter-over-quarter.
  • 40 funds opened new Pool Corp positions in Q4 2016 and 41 closed out, a net change of -1 holder.
  • The largest Pool Corp buyer in Q4 2016 was JP Morgan Chase, an estimated $33.3M added.
  • The largest Pool Corp seller in Q4 2016 was Hennessy Advisors Inc, an estimated $37.3M sold.

Based on aggregated 13F filings for Q4 2016.