Compass Minerals
205 hedge funds and large institutions have $940M invested in Compass Minerals in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 25 closing their positions.
41,757% more call options, than puts
Call options by funds: $2.93M | Put options by funds: $7K
52% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 25
29% more capital invested
Capital invested by funds: $728M → $940M (+$212M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7.97% more ownership
Funds ownership: 88.89% → 96.86% (+8%)
5% more funds holding
Funds holding: 195 → 205 (+10)
7% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Irenic Capital Management
New York
|
+$33.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$25.8M |
| 3 |
ECM
Engine Capital Management
New York
|
+$24.9M |
| 4 |
EMCIP
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
+$7.91M |
| 5 |
LDB
Lee, Danner & Bass
Nashville,
Tennessee
|
+$6.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$26.6M |
| 2 |
SCP
SailingStone Capital Partners
Houston,
Texas
|
-$13.9M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$5.68M |
| 4 |
LN
Lightrock Netherlands
Utrecht,
Netherlands
|
-$5.05M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$3.25M |
CMP Hedge Fund Activity: Q1 2026 in Review
205 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Compass Minerals (CMP) for Q1 2026, worth a combined $940M — up 29% from $728M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new CMP positions and 25 closed out — a net gain of 13 holders — while 60 added to existing stakes and 56 trimmed.
The largest buyer was Irenic Capital Management, opening a new position worth an estimated $33.8M. The largest seller was BlackRock, cutting an estimated $26.6M.
- 205 institutional investors held Compass Minerals (CMP) as of Q1 2026, up from 195 in Q4 2025.
- Funds reported $940M of Compass Minerals stock for Q1 2026, up 29% quarter-over-quarter.
- 38 funds opened new Compass Minerals positions in Q1 2026 and 25 closed out, a net change of +13 holders.
- The largest Compass Minerals buyer in Q1 2026 was Irenic Capital Management, an estimated $33.8M added.
- The largest Compass Minerals seller in Q1 2026 was BlackRock, an estimated $26.6M sold.
Based on aggregated 13F filings for Q1 2026.