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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B +$2.93M +8,249 +0.2%
BlackRock
2
BlackRock
New York
$1.25B -$41.1M -115,898 -3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$554M +$57.6M +162,319 +11%
State Street
4
State Street
Massachusetts
$499M -$4.51M -12,712 -0.9%
Select Equity Group
5
Select Equity Group
New York
$463M -$53.2M -150,039 -10%
Morgan Stanley
6
Morgan Stanley
New York
$421M +$9.32M +26,249 +2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$334M -$51M -143,809 -13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$293M -$6.5M -18,306 -2%
William Blair & Company
9
William Blair & Company
Illinois
$248M +$11.9M +33,530 +5%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$226M +$234M +659,984 +942,834%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$206M +$5.69M +16,033 +3%
Invesco
12
Invesco
Georgia
$202M -$3.9M -10,983 -2%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$184M -$14.8M -41,773 -7%
Macquarie Group
14
Macquarie Group
Australia
$171M +$34.6M +97,612 +24%
FPP
15
Findlay Park Partners
United Kingdom
$158M -$10.7M -30,116 -6%
ESCM
16
Echo Street Capital Management
New York
$151M -$20.5M -57,809 -12%
LCOV
17
London Company of Virginia
Virginia
$143M -$1.94M -5,468 -1%
WA
18
Wasatch Advisors
Utah
$137M +$818K +2,304 +0.6%
Northern Trust
19
Northern Trust
Illinois
$136M -$483K -1,361 -0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$135M -$1.74M -4,909 -1%
Wells Fargo
21
Wells Fargo
California
$131M +$5.63M +15,871 +4%
Citadel Advisors
22
Citadel Advisors
Florida
$124M -$9.43M -26,562 -7%
CAM
23
Congress Asset Management
Massachusetts
$122M +$373K +1,050 +0.3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$117M +$14.2M +40,021 +13%
Handelsbanken Fonder
25
Handelsbanken Fonder
Sweden
$116M +$1.7M +4,800 +1%

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.