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Compass Diversified
CODI

Overview Fund Activity

155 hedge funds and large institutions have $509M invested in Compass Diversified in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
46
Reduced
39
Closed
25
Calls
$4.02M
Puts
$2.74M
Net Calls
+$1.28M
Net Calls Change
+$1.58M

Top Buyers

1
RA
Royce & Associates
New York
$30.9M
2
American Century Companies
American Century Companies
Missouri
$112M
3
BHC
Bowen Hanes & Co
Florida
$8.1M
4
Wells Fargo
Wells Fargo
California
$6.24M
5
N
Natixis
France
$3.83M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$12.3M
2
Allianz Asset Management
Allianz Asset Management
Germany
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
GCP
GSA Capital Partners
United Kingdom
$737K
5
Goldman Sachs
Goldman Sachs
New York
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
126
Ameritas Investment Company
Nebraska
$33.1K +$33.1K +1,430 New
HIA
127
Harbor Investment Advisory
Maryland
$29K +$29K +1,250 New
IAS
128
IMA Advisory Services
Colorado
$25K – – –
SSB
129
Sandy Spring Bank
Maryland
$23K – – –
AF
130
Allworth Financial
California
$23K – – –
CFN
131
Cordasco Financial Network
Florida
$23K – – –
NFG
132
Next Financial Group
Texas
$23K – – –
LCM
133
Logan Capital Management
Pennsylvania
$22K +$22K +949 New
AWA
134
Arkadios Wealth Advisors
Georgia
$20K – – –
EWM
135
Edge Wealth Management
New York
$19K – – –
RG
136
Retirement Group
California
$16K +$274 +12 +2%
HWMA
137
Heritage Wealth Management (Arizona)
Arizona
$16K +$16K +700 New
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K – – –
JPLA
139
Joseph P. Lucia & Associates
New York
$14K – – –
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$12K +$12K +500 New
Barclays
141
Barclays
United Kingdom
$9K -$6.1K -280 -40%
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
PCTC
143
Perkins Coie Trust Company
Washington
$8K – – –
TCOV
144
Trust Company of Vermont
Vermont
$8K – – –
WWM
145
Wolff Wiese Magana
California
$6K – – –
AP
146
Atwood & Palmer
Missouri
$6K +$6K +280 New
HR
147
Howe & Rusling
New York
$5K – – –
SWM
148
Spire Wealth Management
Virginia
$5K +$5K +198 New
HWA
149
Heritage Wealth Advisors
Virginia
$4.4K -$4.38K -189 -50%
HI
150
Hudock Inc
Pennsylvania
$4K +$57 +3 +1%
4 5
6
7 8