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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 %
NQWM
151
Northwest Quadrant Wealth Management
Oregon
$250K -$40.6K -1,759 -14%
PWP
152
Principle Wealth Partners
Connecticut
$243K +$14.9K +645 +7%
PCM
153
Polymer Capital Management
New York
$241K +$241K +10,431 New
FRA
154
Frank Rimerman Advisors
California
$231K +$231K +10,000 New
PI
155
PFG Investments
New York
$229K -$3.37K -146 -1%
KAS
156
Kestra Advisory Services
Texas
$228K +$228K +9,871 New
BFS
157
Bard Financial Services
Connecticut
$206K +$206K +8,925 New
Man Group
158
Man Group
United Kingdom
$206K -$21K -912 -9%
ACM
159
Aster Capital Management
United Arab Emirates
$175K +$175K +7,590 New
AIP
160
Ameritas Investment Partners
Nebraska
$156K – – –
GWM
161
Geneos Wealth Management
Colorado
$135K – – –
AGWCA
162
Annis Gardner Whiting Capital Advisors
Florida
$97.6K – – –
Nomura Asset Management
163
Nomura Asset Management
Japan
$96.8K +$66.5K +2,882 +220%
AAG
164
Armstrong Advisory Group
Massachusetts
$83.1K +$115 +5 +0.1%
EBA
165
Eagle Bay Advisors
New York
$76.2K – – –
TSMHT
166
Thurston Springer Miller Herd & Titak
Indiana
$73.7K +$16.8K +729 +30%
TRCT
167
Tower Research Capital (TRC)
New York
$70.5K +$22.5K +976 +47%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$70.4K – – –
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$65.7K -$6.57K -300 -9%
RI
170
Ridgewood Investments
New Jersey
$57.7K – – –
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.5K +$26.5K +1,150 +88%
FFA
172
Farther Finance Advisors
California
$51.2K – – –
AB
173
Amalgamated Bank
New York
$51K – – –
AT
174
Arlington Trust
Alabama
$50.8K – – –
SCM
175
Sterling Capital Management
North Carolina
$49.2K +$43.9K +1,903 +827%
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