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Compass Minerals

273 hedge funds and large institutions have $2.49B invested in Compass Minerals in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 121 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

46% more call options, than puts

Call options by funds: $4.57M | Put options by funds: $3.13M

44% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 84

2.42% more ownership

Funds ownership: 92.34%94.75% (+2.4%)

2% less capital invested

Capital invested by funds: $2.55B → $2.49B (-$58.3M)

6% less funds holding

Funds holding: 289273 (-16)

36% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 42

Holders
273
Holders Change
-16
Holders Change %
-5.54%
% of All Funds
7.62%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.22%
New
27
Increased
121
Reduced
84
Closed
42
Calls
$4.57M
Puts
$3.13M
Net Calls
+$1.44M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$207M +$11.9M +144,481 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$205M +$43.6M +530,699 +25%
Parnassus Investments
3
Parnassus Investments
California
$183M +$7.28M +88,749 +4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$182M -$4.89M -59,526 -3%
BFA
5
BlackRock Fund Advisors
California
$92.3M +$719K +8,756 +0.7%
RRAM
6
River Road Asset Management
Kentucky
$83.7M +$19.9M +243,021 +29%
SCM
7
Shapiro Capital Management
Georgia
$82.8M -$1.05M -12,791 -1%
BIT
8
BlackRock Institutional Trust
California
$75.6M -$10.1M -122,546 -11%
State Street
9
State Street
Massachusetts
$75.5M -$5.58M -68,033 -7%
Allianz Asset Management
10
Allianz Asset Management
Germany
$68M -$2.43M -29,563 -3%
FMI
11
Fiduciary Management Inc
Wisconsin
$65.7M -$458K -5,584 -0.7%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$62.4M +$5.75M +70,002 +10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$56.4M +$7.29M +88,856 +14%
EVM
14
Eaton Vance Management
Massachusetts
$48.4M +$16.5M +200,961 +48%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$42.1M +$172K +2,090 +0.4%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$41.7M +$6.29M +76,678 +17%
Victory Capital Management
17
Victory Capital Management
Texas
$39M +$9.38M +114,233 +30%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$33.5M +$2.14M +26,109 +6%
RFC
19
Russell Frank Company
Washington
$33M +$11.1M +134,832 +47%
Northern Trust
20
Northern Trust
Illinois
$31.4M +$5.78M +70,428 +21%
AI
21
Analytic Investors
California
$31.2M +$8.05M +98,035 +33%
GKIM
22
GW&K Investment Management
Massachusetts
$30.5M +$2.34M +28,515 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$30.3M -$4.49M -54,758 -12%
CCMLC
24
Cardinal Capital Management LLC (Connecticut)
Connecticut
$27.7M +$29M +352,999 New
DIA
25
Denver Investment Advisors
Colorado
$25.9M -$3.19M -38,917 -11%

CMP Hedge Fund Activity: Q3 2015 in Review

273 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Compass Minerals (CMP) for Q3 2015, worth a combined $2.49B — down 2.3% from $2.55B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of CMP and 27 opened new positions — a net loss of 15 holders — while 84 trimmed existing stakes and 121 added.

The largest buyer was Fidelity Investments, adding an estimated $43.6M. The largest seller was Prudential Financial, cutting an estimated $15.2M.

  • 273 institutional investors held Compass Minerals (CMP) as of Q3 2015, down from 289 in Q2 2015.
  • Funds reported $2.49B of Compass Minerals stock for Q3 2015, down 2.3% quarter-over-quarter.
  • 27 funds opened new Compass Minerals positions in Q3 2015 and 42 closed out, a net change of -15 holders.
  • The largest Compass Minerals buyer in Q3 2015 was Fidelity Investments, an estimated $43.6M added.
  • The largest Compass Minerals seller in Q3 2015 was Prudential Financial, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2015.