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Compass Minerals
CMP

306 hedge funds and large institutions have $2.2B invested in Compass Minerals in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 104 increasing their positions, 122 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $7.42M

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more capital invested

Capital invested by funds: $2.1B → $2.2B (+$96M)

0.44% more ownership

Funds ownership: 96.38% → 96.82% (+0.44%)

4% less funds holding

Funds holding: 318 → 306 (-12)

15% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 122

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

Holders
306
Holders Change
-12
Holders Change %
-3.77%
% of All Funds
7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
33
Increased
104
Reduced
122
Closed
43
Calls
$17.4M
Puts
$7.42M
Net Calls
+$9.94M
Net Calls Change
+$3.04M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
+$34.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$18.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$16.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$15.3M
5
AC
Ascend Capital
California
+$11.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.4M
2
MIS
Morningstar Investment Services
Illinois
-$25.2M
3
PP
Prudential plc
United Kingdom
-$23M
4
EIP
Epoch Investment Partners
New York
-$12.4M
5
BTS
BB&T Securities
Virginia
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
276
Oakworth Capital
Alabama
$15K – – –
JA
277
JOYN Advisors
Georgia
$15K +$4.76K +73 +47%
IDBONY
278
Israel Discount Bank of New York
New York
$14K -$14.7K -225 -53%
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
SPIA
280
Steward Partners Investment Advisory
New York
$13K – – –
TCOV
281
Trust Company of Vermont
Vermont
$12K – – –
FHA
282
First Horizon Advisors
Tennessee
$11K – – –
HNB
283
Huntington National Bank
Ohio
$10K +$65 +1 +0.7%
PFBT
284
Parkside Financial Bank & Trust
Missouri
$10K +$130 +2 +1%
Bessemer Group
285
Bessemer Group
New Jersey
$10K +$9.39K +144 New
AIL
286
AGF Investments LLC
Ontario, Canada
$9K -$8.48K -130 -50%
VFA
287
Valeo Financial Advisors
Indiana
$9K – – –
LGWM
288
Litman Gregory Wealth Management
California
$8K – – –
LWM
289
Lenox Wealth Management
Ohio
$7K – – –
KF
290
Krilogy Financial
Missouri
$7K +$6.52K +100 New
CG
291
Cutler Group
California
$6K +$6.52K +100 New
ADL
292
Asset Dedication LLC
California
$5K – – –
VCM
293
Versant Capital Management
Arizona
$5K +$2.74K +42 +93%
TC
294
Trilogy Capital
California
$4K – – –
LNB
295
Ledyard National Bank
$4K +$3.59K +55 New
LWA
296
Lowe Wealth Advisors
Maryland
$4K +$3.59K +55 New
AIM
297
Advantage Investment Management
Iowa
$3K – – –
ST
298
Somerset Trust
Pennsylvania
$2K +$1.7K +26 New
GTAM
299
Global Trust Asset Management
Florida
$1K -$191K -2,928 -99%
EFSCE
300
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
10 11
12
13 14

CMP Hedge Fund Activity: Q3 2018 in Review

306 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Compass Minerals (CMP) for Q3 2018, worth a combined $2.2B — up 4.6% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of CMP and 33 opened new positions — a net loss of 10 holders — while 122 trimmed existing stakes and 104 added.

The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $34.6M. The largest seller was Fidelity Investments, cutting an estimated $29.4M.

  • 306 institutional investors held Compass Minerals (CMP) as of Q3 2018, down from 318 in Q2 2018.
  • Funds reported $2.2B of Compass Minerals stock for Q3 2018, up 4.6% quarter-over-quarter.
  • 33 funds opened new Compass Minerals positions in Q3 2018 and 43 closed out, a net change of -10 holders.
  • The largest Compass Minerals buyer in Q3 2018 was Southpoint Capital Advisors, an estimated $34.6M added.
  • The largest Compass Minerals seller in Q3 2018 was Fidelity Investments, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2018.