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Compass Diversified
CODI

Overview Fund Activity

190 hedge funds and large institutions have $684M invested in Compass Diversified in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+12
Holders Change %
+6.74%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
71
Reduced
48
Closed
10
Calls
$2.69M
Puts
$255K
Net Calls
+$2.43M
Net Calls Change
-$1.05M

Top Buyers

1
RA
Royce & Associates
New York
$18.9M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$2.02M
3
Renaissance Technologies
Renaissance Technologies
New York
$2.02M
4
William Blair & Company
William Blair & Company
Illinois
$13.6M
5
NA
Navellier & Associates
Nevada
$1.24M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$32.9M
2
UBS Group
UBS Group
Switzerland
$12M
3
NIG
NFJ Investment Group
Texas
$0
4
Goldman Sachs
Goldman Sachs
New York
$2.56M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
Ancora Advisors
Ohio
$7.51K – – –
AF
177
Advisornet Financial
Minnesota
$7.49K +$7.49K +399 New
PCTC
178
Perkins Coie Trust Company
Washington
$6.72K – – –
TCOV
179
Trust Company of Vermont
Vermont
$6.57K – – –
FFA
180
Farther Finance Advisors
California
$6.49K +$6.49K +346 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
WWM
182
Wolff Wiese Magana
California
$5.26K – – –
CWC
183
Carolinas Wealth Consulting
North Carolina
$5.13K +$2 +2 +0%
WPA
184
West Paces Advisors
Georgia
$3.75K – – –
PA
185
Parallel Advisors
California
$3.75K – – –
HWA
186
Heritage Wealth Advisors
Virginia
$3.57K – – –
WT
187
Washington Trust
Rhode Island
$3.04K – – –
WTG
188
West Tower Group
Virginia
$2.57K -$2.01K -107 -44%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$957 – – –
BIA
190
Bell Investment Advisors
California
$545 +$545 +29 New
NIG
191
NFJ Investment Group
Texas
– -$1.54M -71,000 Closed
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
– -$442K -20,384 Closed
VAS
193
Vestmark Advisory Solutions
Massachusetts
– -$220K -10,151 Closed
CFFP
194
Center for Financial Planning
Michigan
– -$76.1K -3,508 Closed
RI
195
Ridgewood Investments
New Jersey
– -$54.2K -2,500 Closed
AP
196
Atwood & Palmer
Missouri
– -$21.7K -1,000 Closed
WAM
197
Wolverine Asset Management
Illinois
– -$6.51K -300 Closed
IGWM
198
ICA Group Wealth Management
Colorado
– -$5.42K -250 Closed
PIAS
199
PCA Investment Advisory Services
Ohio
– -$5.27K -243 Closed
FHA
200
First Horizon Advisors
Tennessee
– -$2.19K -101 Closed
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