CODI icon

Compass Diversified

212 hedge funds and large institutions have $974M invested in Compass Diversified in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+19
Holders Change %
+9.84%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
59
Reduced
65
Closed
15
Calls
$3.94M
Puts
$1.16M
Net Calls
+$2.77M
Net Calls Change
-$670K
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$20K -$388K -16,118 -95%
WWP
177
WR Wealth Planners
Missouri
$19.8K +$19.8K +824 New
WSC
178
Wellington Shields & Co
New York
$19.4K
NC
179
nVerses Capital
Florida
$19.3K +$19.3K +800 New
NF
180
Norwood Financial
Pennsylvania
$19.2K
PWA
181
Provenance Wealth Advisors
Florida
$17.8K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$17K +$9.71K +400 +133%
PS
183
Principal Securities
Iowa
$15.6K -$8.76K -364 -36%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.6K
RFA
185
Register Financial Advisors
Georgia
$14.4K +$14.4K +600 New
BFEC
186
Benjamin F. Edwards & Company
Missouri
$14K -$349 -15 -2%
CFGS
187
Concourse Financial Group Securities
Alabama
$13.8K
SWA
188
SOA Wealth Advisors
New York
$13.3K +$144 +6 +1%
DCM
189
Davis Capital Management
Florida
$13.2K
OPTFSNA
190
Old Point Trust & Financial Services N A
Virginia
$12K +$12K +500 New
Acadian Asset Management
191
Acadian Asset Management
Massachusetts
$12K
RDIA
192
RE Dickinson Investment Advisors
Iowa
$12K +$12K +513 New
OC
193
Oakworth Capital
Alabama
$11.7K
GI
194
GAMMA Investing
California
$11.4K +$9.65K +401 +549%
CJ
195
Caitlin John
Michigan
$10.4K
KA
196
Kozak & Associates
Colorado
$9.94K +$221 +10 +2%
AA
197
Ancora Advisors
Ohio
$9.63K
AF
198
Advisornet Financial
Minnesota
$9.6K
PCTC
199
Perkins Coie Trust Company
Washington
$8.61K
TCOV
200
Trust Company of Vermont
Vermont
$8.43K