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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
Creative Planning
201
Creative Planning
Kansas
$488K +$23.7K +352 +6%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$477K +$336K +5,000 +313%
Squarepoint
203
Squarepoint
New York
$476K +$443K +6,586 New
DSC
204
Duncker Streett & Co
Missouri
$459K +$71.4K +1,061 +20%
SG Americas Securities
205
SG Americas Securities
New York
$459K +$428K +6,356 New
IA
206
IFG Advisory
Georgia
$457K +$426K +6,325 New
WFG
207
Wills Financial Group
Virginia
$453K -$4.91K -73 -1%
FPFS
208
First Personal Financial Services
North Carolina
$452K – – –
CA
209
Continuum Advisory
Idaho
$452K +$15.7K +233 +4%
Citadel Advisors
210
Citadel Advisors
Florida
$444K -$2.32M -34,545 -85%
CA
211
Callahan Advisors
Texas
$434K -$269K -4,000 -40%
LFAS
212
Level Four Advisory Services
Texas
$430K +$401K +5,952 New
FCMT
213
Founders Capital Management (Texas)
Texas
$423K – – –
BIM
214
Bridges Investment Management
Nebraska
$408K +$380K +5,650 New
GHCM
215
Glen Harbor Capital Management
California
$405K +$73.2K +1,088 +24%
WCM
216
Washington Capital Management
Washington
$405K +$377K +5,600 New
CB
217
Commerce Bank
Missouri
$403K -$50.8K -755 -12%
KA
218
Kovack Advisors
Florida
$399K -$1.82K -27 -0.5%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$394K – – –
ATC
220
Argent Trust Co
Tennessee
$387K -$39K -580 -10%
PG
221
PEAK6 Group
Illinois
$379K -$1.01M -15,033 -74%
NGA
222
Naples Global Advisors
Florida
$377K – – –
GCP
223
GSA Capital Partners
United Kingdom
$377K +$352K +5,224 New
Parallax Volatility Advisers
224
Parallax Volatility Advisers
California
$373K +$348K +5,166 New
BCM
225
Brookstone Capital Management
Illinois
$369K -$61.9K -920 -15%
7 8
9
10 11

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.