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Compass Diversified
CODI

89 hedge funds and large institutions have $248M invested in Compass Diversified in 2013 Q2 according to their latest regulatory filings, with 89 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $519K

29.42% more ownership

Funds ownership: 0% → 29.42% (+29%)

Holders
89
Holders Change
+89
Holders Change %
–
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
89
Increased
–
Reduced
–
Closed
–
Calls
$2.5M
Puts
$519K
Net Calls
+$1.98M
Net Calls Change
+$1.98M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
76
M&T Bank
New York
$26K +$25.4K +1,500 New
BC
77
Bartlett & Co
Ohio
$18K +$17K +1,000 New
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$18K +$17K +1,000 New
PAS
79
Partnervest Advisory Services
California
$18K +$17K +1,000 New
SFS
80
Signator Financial Services
Massachusetts
$9K +$8.48K +500 New
PP
81
Palladium Partners
Virginia
$7K +$6.36K +375 New
EWM
82
Evercore Wealth Management
New York
$7K +$6.78K +400 New
TWI
83
Thomas White International
Illinois
$7K +$6.78K +400 New
FANJ
84
Financial Architects (New Jersey)
New Jersey
$6K +$5.51K +325 New
MFS
85
MSI Financial Services
Massachusetts
$5K +$4.68K +276 New
Creative Planning
86
Creative Planning
Kansas
$5K +$5.09K +300 New
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$4K +$3.7K +218 New
BTS
88
BB&T Securities
Virginia
$3.54K +$342K +20,183 New
WSC
89
Wellington Shields & Co
New York
$415 +$401K +23,650 New
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CODI Hedge Fund Activity: Q2 2013 in Review

89 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Compass Diversified (CODI) for Q2 2013, worth a combined $248M.

Buyers outnumbered sellers: 89 funds opened new CODI positions and 0 closed out — a net gain of 89 holders — while 0 added to existing stakes and 0 trimmed.

  • 89 institutional investors held Compass Diversified (CODI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $248M of Compass Diversified stock for Q2 2013.
  • 89 funds opened new Compass Diversified positions in Q2 2013 and 0 closed out, a net change of +89 holders.

Based on aggregated 13F filings for Q2 2013.