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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 %
ECM
176
Estabrook Capital Management
New York
$47.3K – – –
CWC
177
Carolinas Wealth Consulting
North Carolina
$46.2K -$23.1K -1,000 -33%
BTD
178
BankPlus Trust Department
Mississippi
$43.1K +$43.1K +1,869 New
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K -$1.13K -49 -3%
HWA
180
HHM Wealth Advisors
Tennessee
$34.6K – – –
A
181
AlphaQuest
New York
$33.2K -$139K -6,002 -81%
CAL
182
Capital Advisors Ltd
Ohio
$32K – – –
MEG
183
Millstone Evans Group
Colorado
$31.7K +$31.7K +1,373 New
MG
184
Mather Group
Illinois
$31.1K – – –
PC
185
Promus Capital
Illinois
$30K +$30K +1,298 New
HIA
186
Harbor Investment Advisory
Maryland
$28.9K – – –
SSB
187
Sandy Spring Bank
Maryland
$26.3K – – –
Comerica Bank
188
Comerica Bank
Texas
$25.5K -$300 -13 -1%
AF
189
Allworth Financial
California
$21.4K -$577 -27 -3%
AssetMark Inc
190
AssetMark Inc
California
$21K +$2.31K +100 +12%
WWP
191
WR Wealth Planners
Missouri
$19.7K +$231 +10 +1%
MAM
192
Meeder Asset Management
Ohio
$19.6K – – –
API
193
Asset Planning Inc
California
$17.3K +$17.3K +750 New
PS
194
Principal Securities
Iowa
$15K – – –
SAM
195
Smartleaf Asset Management
Massachusetts
$14.5K +$10.3K +445 +241%
NA
196
NewEdge Advisors
Louisiana
$14.3K -$24.1K -1,045 -63%
SWA
197
SOA Wealth Advisors
New York
$13.2K +$162 +7 +1%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$11.5K +$11.5K +500 New
OC
199
Oakworth Capital
Alabama
$11.2K – – –
CFGS
200
Concourse Financial Group Securities
Alabama
$11.2K – – –
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