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Compass Diversified

178 hedge funds and large institutions have $786M invested in Compass Diversified in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-6
Holders Change %
-3.26%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
66
Reduced
49
Closed
15
Calls
$4.07M
Puts
$579K
Net Calls
+$3.49M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
NF
151
Norwood Financial
Pennsylvania
$17.3K
WWP
152
WR Wealth Planners
Missouri
$17.3K -$34.6K -1,594 -67%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$14.4K +$1.63K +75 +13%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1K
RFA
155
Register Financial Advisors
Georgia
$13K
SWA
156
SOA Wealth Advisors
New York
$11.6K +$152 +7 +1%
CFGS
157
Concourse Financial Group Securities
Alabama
$11K
BFEC
158
Benjamin F. Edwards & Company
Missouri
$11K
OC
159
Oakworth Capital
Alabama
$10.8K
KA
160
Kozak & Associates
Colorado
$9.24K +$22 +1 +0.2%
AA
161
Ancora Advisors
Ohio
$8.68K
PCTC
162
Perkins Coie Trust Company
Washington
$7.76K
TCOV
163
Trust Company of Vermont
Vermont
$7.59K
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$7K -$8.17K -350 -54%
WAM
165
Wolverine Asset Management
Illinois
$6.51K +$6.51K +300 New
WWM
166
Wolff Wiese Magana
California
$6.07K
IGWM
167
ICA Group Wealth Management
Colorado
$5.42K
WTG
168
West Tower Group
Virginia
$5.29K +$5.29K +244 New
PIAS
169
PCA Investment Advisory Services
Ohio
$5.27K +$5.27K +243 New
CWC
170
Carolinas Wealth Consulting
North Carolina
$5.14K -$10 -10 -0.2%
WPA
171
West Paces Advisors
Georgia
$4.34K
PA
172
Parallel Advisors
California
$4.34K
HWA
173
Heritage Wealth Advisors
Virginia
$4.12K
WT
174
Washington Trust
Rhode Island
$3.51K
FHA
175
First Horizon Advisors
Tennessee
$2.19K