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Compass Minerals
CMP

355 hedge funds and large institutions have $2.61B invested in Compass Minerals in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 114 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 1 → 6 (+5)

233% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 24

19% more funds holding

Funds holding: 299 → 355 (+56)

7% more capital invested

Capital invested by funds: $2.43B → $2.61B (+$172M)

2% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 116

4.25% less ownership

Funds ownership: 110.88% → 106.62% (-4.3%)

62% less call options, than puts

Call options by funds: $8.75M | Put options by funds: $22.9M

Holders
355
Holders Change
+56
Holders Change %
+18.73%
% of All Funds
8.05%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.14%
New
80
Increased
114
Reduced
116
Closed
24
Calls
$8.75M
Puts
$22.9M
Net Calls
-$14.2M
Net Calls Change
+$1.4M

Top Buyers

1
O
OppenheimerFunds
New York
+$28.7M
2
SCM
Shapiro Capital Management
Georgia
+$26.9M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$24.3M
4
BCA
Bernzott Capital Advisors
California
+$9.53M
5
SAM
Skyline Asset Management
Illinois
+$9.43M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$110M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$32.1M
4
Victory Capital Management
Victory Capital Management
Texas
-$20.1M
5
GKIM
GW&K Investment Management
Massachusetts
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
301
ETF Managers Group
New Jersey
$69K +$8.75K +130 +17%
TCOV
302
Trust Company of Vermont
Vermont
$69K +$64.6K +960 New
THWM
303
Taylor Hoffman Wealth Management
Virginia
$66K +$61.4K +913 New
II
304
Inspire Investing
Idaho
$58K +$54.4K +809 New
GWM
305
Geneos Wealth Management
Colorado
$56K +$4.44K +66 +9%
WAM
306
Wealthspire Advisors (Maryland)
Maryland
$54K +$16.4K +244 +49%
AIM
307
Arcadia Investment Management
Michigan
$52K -$30.3K -450 -38%
NSIM
308
North Star Investment Management
Illinois
$52K – – –
ASN
309
Advisory Services Network
Georgia
$51K +$18.6K +276 +64%
CFD
310
Creative Financial Designs
Indiana
$43K +$18.2K +270 +84%
IDBONY
311
Israel Discount Bank of New York
New York
$31K – – –
PAM
312
Paradigm Asset Management
New York
$28.9K – – –
LC
313
Landaas & Company
Wisconsin
$28K – – –
AssetMark Inc
314
AssetMark Inc
California
$25K -$5.38K -80 -19%
TIM
315
Tortoise Investment Management
New York
$23K – – –
NIT
316
NumerixS Investment Technologies
British Columbia, Canada
$22K +$20.2K +300 New
LWM
317
Lenox Wealth Management
Ohio
$19K -$12.8K -190 -42%
CTC
318
Central Trust Company
Missouri
$18K – – –
HR
319
Howe & Rusling
New York
$18K +$16.8K +249 New
GT
320
Glenmede Trust
Pennsylvania
$16K +$1.28K +19 +9%
OC
321
Oakworth Capital
Alabama
$15K – – –
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
CA
323
Calton & Associates
Florida
$14K +$13.1K +195 New
VFA
324
Valeo Financial Advisors
Indiana
$14K +$13.4K +199 New
FNB
325
Farmers National Bank
Kentucky
$14K +$13.5K +200 New
11 12
13
14 15

CMP Hedge Fund Activity: Q4 2017 in Review

355 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Compass Minerals (CMP) for Q4 2017, worth a combined $2.61B — up 7.1% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new CMP positions and 24 closed out — a net gain of 56 holders — while 114 added to existing stakes and 116 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $28.7M. The largest seller was Parnassus Investments, cutting an estimated $110M.

  • 355 institutional investors held Compass Minerals (CMP) as of Q4 2017, up from 299 in Q3 2017.
  • Funds reported $2.61B of Compass Minerals stock for Q4 2017, up 7.1% quarter-over-quarter.
  • 80 funds opened new Compass Minerals positions in Q4 2017 and 24 closed out, a net change of +56 holders.
  • The largest Compass Minerals buyer in Q4 2017 was OppenheimerFunds, an estimated $28.7M added.
  • The largest Compass Minerals seller in Q4 2017 was Parnassus Investments, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2017.