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Compass Diversified
CODI

Overview Fund Activity

184 hedge funds and large institutions have $678M invested in Compass Diversified in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
59
Reduced
57
Closed
18
Calls
$3.16M
Puts
$848K
Net Calls
+$2.31M
Net Calls Change
+$975K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$35.5M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$8.34M
3
GKIM
GW&K Investment Management
Massachusetts
$26.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$8.68M
5
AI
Atria Investments
North Carolina
$1.32M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$282K
2
RA
Royce & Associates
New York
$19.7M
3
American Century Companies
American Century Companies
Missouri
$108M
4
Lazard Asset Management
Lazard Asset Management
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
151
Atwood & Palmer
Missouri
$19.1K – – –
AF
152
Allworth Financial
California
$19.1K – – –
LCM
153
Logan Capital Management
Pennsylvania
$18.1K – – –
NF
154
Norwood Financial
Pennsylvania
$15.3K – – –
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K – – –
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$12K +$6.46K +350 +117%
CSB
157
City State Bank
Iowa
$12K +$12K +626 New
RMC
158
Resources Management Corp
Connecticut
$12K +$12K +1,250 New
RFA
159
Register Financial Advisors
Georgia
$11.4K – – –
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$11.3K -$4.2K -220 -27%
SWA
161
SOA Wealth Advisors
New York
$10.1K +$114 +6 +1%
BFEC
162
Benjamin F. Edwards & Company
Missouri
$10K – – –
CFGS
163
Concourse Financial Group Securities
Alabama
$9.71K – – –
OC
164
Oakworth Capital
Alabama
$9.54K – – –
AA
165
Addison Advisors
Vermont
$8.57K – – –
KA
166
Kozak & Associates
Colorado
$8.16K +$8.16K +428 New
OLVIG
167
Oliver Lagore Vanvalin Investment Group
Michigan
$7.63K -$3.82K -200 -33%
AA
168
Ancora Advisors
Ohio
$7.63K – – –
PCTC
169
Perkins Coie Trust Company
Washington
$6.83K – – –
TCOV
170
Trust Company of Vermont
Vermont
$6.68K – – –
WWM
171
Wolff Wiese Magana
California
$5.34K – – –
CWC
172
Carolinas Wealth Consulting
North Carolina
$5.3K +$8 +7 +0.1%
IGWM
173
ICA Group Wealth Management
Colorado
$4.77K – – –
WPA
174
West Paces Advisors
Georgia
$3.82K – – –
PA
175
Parallel Advisors
California
$3.82K – – –
5 6
7
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