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Pool Corp

717 hedge funds and large institutions have $14.2B invested in Pool Corp in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 236 increasing their positions, 297 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $12B → $14.2B (+$2.24B)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.56% less ownership

Funds ownership: 101.45%98.89% (-2.6%)

3% less funds holding

Funds holding: 740717 (-23)

17% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 93

21% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 297

35% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $49.7M

Holders
717
Holders Change
-23
Holders Change %
-3.11%
% of All Funds
10.3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
77
Increased
236
Reduced
297
Closed
93
Calls
$32.5M
Puts
$49.7M
Net Calls
-$17.2M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.67B +$878K +2,538 +0.1%
BlackRock
2
BlackRock
New York
$1.3B +$49.6M +143,279 +4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$837M +$40.9M +118,311 +6%
State Street
4
State Street
Massachusetts
$598M -$17.3K -50 -0%
JP Morgan Chase
5
JP Morgan Chase
New York
$475M +$80.6M +232,914 +23%
Morgan Stanley
6
Morgan Stanley
New York
$369M +$9.55M +27,600 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$362M +$2.16M +6,232 +0.7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$308M -$97.8M -282,558 -26%
William Blair & Company
9
William Blair & Company
Illinois
$288M -$31.3M -90,520 -11%
Invesco
10
Invesco
Georgia
$271M +$13.7M +39,699 +6%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$232M -$2.04M -5,897 -0.9%
American Century Companies
12
American Century Companies
Missouri
$223M +$55.8M +161,373 +38%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$214M -$2.77M -8,012 -1%
WA
14
Wasatch Advisors
Utah
$213M +$1.19M +3,428 +0.6%
Macquarie Group
15
Macquarie Group
Australia
$204M -$7.48M -21,636 -4%
LCOV
16
London Company of Virginia
Virginia
$203M +$4.21M +12,163 +2%
Pictet Asset Management
17
Pictet Asset Management
Switzerland
$191M -$11.4M -32,833 -6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$182M +$48.3M +139,478 +41%
Wells Fargo
19
Wells Fargo
California
$161M -$1.74M -5,037 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$157M -$5.82M -16,822 -4%
Berkshire Hathaway
21
Berkshire Hathaway
Nebraska
$152M +$140M +404,057 New
Deutsche Bank
22
Deutsche Bank
Germany
$146M +$22.3M +64,464 +20%
Northern Trust
23
Northern Trust
Illinois
$140M -$8.25M -23,860 -6%
Charles Schwab
24
Charles Schwab
California
$131M +$147K +424 +0.1%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$122M +$9.21M +26,634 +9%

POOL Hedge Fund Activity: Q3 2024 in Review

717 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pool Corp (POOL) for Q3 2024, worth a combined $14.2B — up 19% from $12B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of POOL and 77 opened new positions — a net loss of 16 holders — while 297 trimmed existing stakes and 236 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $140M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $169M sold.

  • 717 institutional investors held Pool Corp (POOL) as of Q3 2024, down from 740 in Q2 2024.
  • Funds reported $14.2B of Pool Corp stock for Q3 2024, up 19% quarter-over-quarter.
  • 77 funds opened new Pool Corp positions in Q3 2024 and 93 closed out, a net change of -16 holders.
  • The largest Pool Corp buyer in Q3 2024 was Berkshire Hathaway, an estimated $140M added.
  • The largest Pool Corp seller in Q3 2024 was Baillie Gifford & Co, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2024.