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Compass Minerals

289 hedge funds and large institutions have $2.55B invested in Compass Minerals in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 123 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 92

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

1% more funds holding

Funds holding: 287289 (+2)

0.03% less ownership

Funds ownership: 92.37%92.34% (-0.03%)

12% less capital invested

Capital invested by funds: $2.9B → $2.55B (-$356M)

12% less call options, than puts

Call options by funds: $5.31M | Put options by funds: $6.06M

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
289
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
30
Increased
123
Reduced
92
Closed
26
Calls
$5.31M
Puts
$6.06M
Net Calls
-$755K
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$205M +$6.43M +72,963 +3%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$195M -$11.8M -133,924 -5%
Parnassus Investments
3
Parnassus Investments
California
$191M +$222K +2,522 +0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$171M +$26.4M +300,124 +17%
BFA
5
BlackRock Fund Advisors
California
$96M +$5.76M +65,347 +6%
BIT
6
BlackRock Institutional Trust
California
$89.3M -$29.6M -335,937 -24%
SCM
7
Shapiro Capital Management
Georgia
$87.9M +$672K +7,625 +0.7%
State Street
8
State Street
Massachusetts
$84.7M -$5.15M -58,461 -5%
Allianz Asset Management
9
Allianz Asset Management
Germany
$73.8M +$75.1M +852,190 +1,911%
FMI
10
Fiduciary Management Inc
Wisconsin
$69.3M -$1M -11,371 -1%
RRAM
11
River Road Asset Management
Kentucky
$67.7M -$2.06M -23,419 -3%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$60.2M -$4.42M -50,200 -6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$51.8M +$7.23M +82,035 +15%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$43.9M -$20.8M -236,480 -31%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$37.4M +$19.3M +219,066 +93%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$36.3M -$4.11M -46,681 -10%
EVM
17
Eaton Vance Management
Massachusetts
$34.2M +$13.1M +148,799 +56%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$33M
Victory Capital Management
19
Victory Capital Management
Texas
$31.4M +$33.7M +382,850 New
DIA
20
Denver Investment Advisors
Colorado
$30.4M -$538K -6,105 -2%
GKIM
21
GW&K Investment Management
Massachusetts
$29.6M -$361K -4,097 -1%
ClearBridge Investments
22
ClearBridge Investments
New York
$27.3M -$195K -2,210 -0.7%
Northern Trust
23
Northern Trust
Illinois
$27.1M +$25.3K +287 +0.1%
AI
24
Analytic Investors
California
$24.7M -$2.35M -26,707 -8%
AAMU
25
Amundi Asset Management US
Massachusetts
$24.4M -$153K -1,740 -0.6%

CMP Hedge Fund Activity: Q2 2015 in Review

289 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Compass Minerals (CMP) for Q2 2015, worth a combined $2.55B — down 12% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CMP positions and 26 closed out — a net gain of 4 holders — while 123 added to existing stakes and 92 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $75.1M. The largest seller was Scout Investments, exiting entirely with an estimated $52.6M sold.

  • 289 institutional investors held Compass Minerals (CMP) as of Q2 2015, up from 287 in Q1 2015.
  • Funds reported $2.55B of Compass Minerals stock for Q2 2015, down 12% quarter-over-quarter.
  • 30 funds opened new Compass Minerals positions in Q2 2015 and 26 closed out, a net change of +4 holders.
  • The largest Compass Minerals buyer in Q2 2015 was Allianz Asset Management, an estimated $75.1M added.
  • The largest Compass Minerals seller in Q2 2015 was Scout Investments, an estimated $52.6M sold.

Based on aggregated 13F filings for Q2 2015.