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Compass Diversified
CODI

Overview Fund Activity

228 hedge funds and large institutions have $1.03B invested in Compass Diversified in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
80
Reduced
60
Closed
14
Calls
$2.6M
Puts
$322K
Net Calls
+$2.28M
Net Calls Change
-$164K

Top Buyers

1
Verition Fund Management
Verition Fund Management
Connecticut
$4.55M
2
Bank of America
Bank of America
North Carolina
$27.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.72M
4
Citadel Advisors
Citadel Advisors
Florida
$4.05M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$98.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$122M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17M
3
Charles Schwab
Charles Schwab
California
$6.47M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$36M
5
GKIM
GW&K Investment Management
Massachusetts
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
Insight Advisors
Pennsylvania
$338K +$1.18K +51 +0.3%
1IA
127
1620 Investment Advisors
Massachusetts
$332K +$5.42K +235 +2%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$329K +$63.6K +2,757 +24%
Arrowstreet Capital
129
Arrowstreet Capital
Massachusetts
$326K +$326K +14,146 New
HSA
130
HBK Sorce Advisory
Pennsylvania
$319K +$1.22K +53 +0.4%
PAG
131
Private Advisor Group
New Jersey
$304K -$46K -1,992 -13%
KK
132
KLP Kapitalforvaltning
Norway
$302K +$302K +13,100 New
EH
133
Equitable Holdings
New York
$300K – – –
CIAS
134
Capital Investment Advisory Services
North Carolina
$293K – – –
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$293K – – –
AWA
136
Arete Wealth Advisors
Illinois
$293K +$81.9K +3,535 +39%
Mariner
137
Mariner
Kansas
$288K +$10.4K +450 +4%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$278K -$53.2K -2,306 -16%
PCG
139
Prosperity Consulting Group
Maryland
$275K +$275K +11,905 New
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$271K -$415 -18 -0.2%
Victory Capital Management
141
Victory Capital Management
Texas
$271K +$28.2K +1,223 +12%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$268K +$268K +11,600 New
OA
143
Operose Advisors
Wisconsin
$267K – – –
CA
144
Cornerstone Advisory
Maryland
$264K +$1.36K +65 +0.5%
Cerity Partners
145
Cerity Partners
New York
$261K +$261K +11,309 New
RCAG
146
Rehmann Capital Advisory Group
Michigan
$255K +$3K +130 +1%
SFA
147
Sequoia Financial Advisors
Ohio
$254K +$439 +19 +0.2%
EWS
148
Evergreen Wealth Solutions
Pennsylvania
$254K +$2.54K +110 +1%
QT
149
Quantbot Technologies
New York
$253K +$72.7K +3,151 +40%
VanEck Associates
150
VanEck Associates
New York
$253K +$37.6K +1,628 +17%
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