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Compass Minerals

261 hedge funds and large institutions have $2.73B invested in Compass Minerals in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 131 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 76

28% more call options, than puts

Call options by funds: $7.09M | Put options by funds: $5.56M

4.53% more ownership

Funds ownership: 105.74%110.27% (+4.5%)

3% more capital invested

Capital invested by funds: $2.65B → $2.73B (+$76.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 289261 (-28)

54% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 39

Holders
261
Holders Change
-28
Holders Change %
-9.69%
% of All Funds
6.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
18
Increased
131
Reduced
76
Closed
39
Calls
$7.09M
Puts
$5.56M
Net Calls
+$1.54M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$21.9M -$109K -1,500 -0.5%
Invesco
27
Invesco
Georgia
$21.4M +$1.37M +18,878 +7%
DIA
28
Denver Investment Advisors
Colorado
$21.1M -$246K -3,398 -1%
AAMU
29
Amundi Asset Management US
Massachusetts
$20.6M -$43.5K -600 -0.2%
AAM
30
Aberdeen Asset Management
United Kingdom
$19.4M -$3.57M -49,270 -16%
VanEck Associates
31
VanEck Associates
New York
$18.2M +$1.64M +22,635 +10%
CCMLC
32
Cardinal Capital Management LLC (Connecticut)
Connecticut
$16.8M -$10.5M -145,310 -39%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$16.8M +$837K +11,556 +5%
Wells Fargo
34
Wells Fargo
California
$16.3M +$13M +179,929 +443%
Deutsche Bank
35
Deutsche Bank
Germany
$15.2M +$11.2M +154,747 +297%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$14.8M -$133K -1,837 -0.9%
Bank of America
37
Bank of America
North Carolina
$14.3M +$2.58M +35,579 +22%
NI
38
Nuance Investments
Missouri
$14.2M +$13.9M +192,507 New
KCM
39
Kornitzer Capital Management
Kansas
$13.5M +$1.33M +18,340 +11%
RA
40
Royce & Associates
New York
$13.5M +$311K +4,300 +2%
First Trust Advisors
41
First Trust Advisors
Illinois
$13.4M +$7M +96,697 +113%
Citadel Advisors
42
Citadel Advisors
Florida
$12.7M +$7.56M +104,357 +154%
BCA
43
Bernzott Capital Advisors
California
$12.1M +$487K +6,720 +4%
Charles Schwab
44
Charles Schwab
California
$11.7M +$1.3M +17,929 +13%
Ameriprise
45
Ameriprise
Minnesota
$10.1M +$579K +7,988 +6%
Principal Financial Group
46
Principal Financial Group
Iowa
$9.7M +$723K +9,977 +8%
EIP
47
Epoch Investment Partners
New York
$9.38M +$9.21M +127,203 New
PPA
48
Parametric Portfolio Associates
Washington
$9.35M +$88.4K +1,221 +1%
CCT
49
Country Club Trust
Missouri
$8.37M +$2.49M +34,389 +43%
ACN
50
Advisor Consultant Network
Ohio
$8.37M +$8.22M +113,544 New

CMP Hedge Fund Activity: Q3 2016 in Review

261 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Compass Minerals (CMP) for Q3 2016, worth a combined $2.73B — up 2.9% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of CMP and 18 opened new positions — a net loss of 21 holders — while 76 trimmed existing stakes and 131 added.

The largest buyer was Victory Capital Management, adding an estimated $48.2M. The largest seller was Morgan Stanley, cutting an estimated $84M.

  • 261 institutional investors held Compass Minerals (CMP) as of Q3 2016, down from 289 in Q2 2016.
  • Funds reported $2.73B of Compass Minerals stock for Q3 2016, up 2.9% quarter-over-quarter.
  • 18 funds opened new Compass Minerals positions in Q3 2016 and 39 closed out, a net change of -21 holders.
  • The largest Compass Minerals buyer in Q3 2016 was Victory Capital Management, an estimated $48.2M added.
  • The largest Compass Minerals seller in Q3 2016 was Morgan Stanley, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2016.