Compass Minerals
235 hedge funds and large institutions have $1.06B invested in Compass Minerals in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 94 reducing their positions, and 39 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
7.11% more ownership
Funds ownership: 94.19% → 101.3% (+7.1%)
3% less capital invested
Capital invested by funds: $1.09B → $1.06B (-$28M)
4% less funds holding
Funds holding: 246 → 235 (-11)
19% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 94
26% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 39
95% less call options, than puts
Call options by funds: $1.77M | Put options by funds: $33.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.9M |
| 2 |
Select Equity Group
New York
|
+$16.8M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$16.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.9M |
| 5 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$25.9M |
| 2 |
OCM
Orchard Capital Management
Chicago,
Illinois
|
-$7.18M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.32M |
| 4 |
CSC
Cove Street Capital
El Segundo,
California
|
-$3.26M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$2.9M |
CMP Hedge Fund Activity: Q4 2023 in Review
235 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Compass Minerals (CMP) for Q4 2023, worth a combined $1.06B — down 2.6% from $1.09B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of CMP and 29 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 76 added.
The largest buyer was Morgan Stanley, adding an estimated $17.9M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $25.9M sold.
- 235 institutional investors held Compass Minerals (CMP) as of Q4 2023, down from 246 in Q3 2023.
- Funds reported $1.06B of Compass Minerals stock for Q4 2023, down 2.6% quarter-over-quarter.
- 29 funds opened new Compass Minerals positions in Q4 2023 and 39 closed out, a net change of -10 holders.
- The largest Compass Minerals buyer in Q4 2023 was Morgan Stanley, an estimated $17.9M added.
- The largest Compass Minerals seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $25.9M sold.
Based on aggregated 13F filings for Q4 2023.