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Compass Minerals

228 hedge funds and large institutions have $2.41B invested in Compass Minerals in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 61

0.95% less ownership

Funds ownership: 95.53%94.57% (-0.95%)

3% less funds holding

Funds holding: 236228 (-8)

11% less capital invested

Capital invested by funds: $2.69B → $2.41B (-$283M)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

37% less call options, than puts

Call options by funds: $4.88M | Put options by funds: $7.71M

Holders
228
Holders Change
-8
Holders Change %
-3.39%
% of All Funds
7.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
29
Increased
103
Reduced
61
Closed
34
Calls
$4.88M
Puts
$7.71M
Net Calls
-$2.83M
Net Calls Change
-$698K
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$15.1M
American Century Companies
27
American Century Companies
Missouri
$14.6M +$6.11K +77 +0%
NI
28
Nuance Investments
Missouri
$14M +$11.3M +142,580 +345%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$13.8M +$9.52M +119,985 +196%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$13.7M +$14.2M +179,100 New
Ameriprise
31
Ameriprise
Minnesota
$12.6M -$9.36M -117,977 -42%
BCA
32
Bernzott Capital Advisors
California
$11.6M +$1.95M +24,607 +19%
BM
33
Bislett Management
California
$11.2M
Geode Capital Management
34
Geode Capital Management
Massachusetts
$10.9M +$580K +7,312 +5%
AAM
35
Aberdeen Asset Management
United Kingdom
$10.7M +$1.45M +18,300 +15%
TCIM
36
TIAA CREF Investment Management
New York
$10.2M -$4.84M -60,995 -31%
SCP
37
Sandhill Capital Partners
New York
$10.1M +$1.17M +14,797 +13%
SM
38
Stratton Management
Pennsylvania
$8.66M +$41.6K +525 +0.5%
CLM
39
ClearBridge LLC (Maryland)
Maryland
$8.46M
PCM
40
Palisade Capital Management
New Jersey
$7.51M -$4.19M -52,810 -35%
BG
41
BlackRock Group
United Kingdom
$7.36M +$2.53M +31,841 +49%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$7.32M -$4.66M -58,725 -38%
BIM
43
BlackRock Investment Management
Delaware
$7.28M +$840K +10,586 +12%
SIA
44
SeaBridge Investment Advisors
New Jersey
$7.21M +$1.81M +22,795 +32%
Citadel Advisors
45
Citadel Advisors
Florida
$7.21M -$5.23M -65,921 -41%
BlackRock
46
BlackRock
New York
$7.13M +$4.74M +59,728 +177%
MIS
47
Morningstar Investment Services
Illinois
$7.1M +$406K +5,118 +6%
Deutsche Bank
48
Deutsche Bank
Germany
$6.64M +$191K +2,404 +3%
NAM
49
Netols Asset Management
Wisconsin
$6.53M -$496K -6,247 -7%
WIM
50
Weitz Investment Management
Nebraska
$6.48M

CMP Hedge Fund Activity: Q3 2013 in Review

228 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Compass Minerals (CMP) for Q3 2013, worth a combined $2.41B — down 11% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of CMP and 29 opened new positions — a net loss of 5 holders — while 61 trimmed existing stakes and 103 added.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $96.1M. The largest seller was Invesco, cutting an estimated $61M.

  • 228 institutional investors held Compass Minerals (CMP) as of Q3 2013, down from 236 in Q2 2013.
  • Funds reported $2.41B of Compass Minerals stock for Q3 2013, down 11% quarter-over-quarter.
  • 29 funds opened new Compass Minerals positions in Q3 2013 and 34 closed out, a net change of -5 holders.
  • The largest Compass Minerals buyer in Q3 2013 was Shapiro Capital Management, an estimated $96.1M added.
  • The largest Compass Minerals seller in Q3 2013 was Invesco, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2013.