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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 %
Acadian Asset Management
201
Acadian Asset Management
Massachusetts
$11K +$707 +31 +7%
KA
202
Kozak & Associates
Colorado
$10.4K +$46 +2 +0.4%
NWM
203
Navigoe Wealth Management
California
$10K +$10K +440 New
CJ
204
Caitlin John
Michigan
$9.97K – – –
VWM
205
Vermillion Wealth Management
Minnesota
$9.81K +$9.81K +425 New
AA
206
Ancora Advisors
Ohio
$9.23K – – –
IA
207
IFP Advisors
Florida
$8.63K +$162 +7 +2%
PCTC
208
Perkins Coie Trust Company
Washington
$8.26K – – –
WWM
209
Wolff Wiese Magana
California
$6.46K – – –
AF
210
Advisornet Financial
Minnesota
$6.14K – – –
GI
211
GAMMA Investing
California
$6.05K +$3.55K +154 +143%
WPA
212
West Paces Advisors
Georgia
$4.62K – – –
PA
213
Parallel Advisors
California
$4.5K – – –
HWA
214
Heritage Wealth Advisors
Virginia
$4.39K – – –
LFG
215
Larson Financial Group
Missouri
$3.76K +$3.76K +163 New
BIG
216
Brooklyn Investment Group
New York
$2.42K +$2.42K +105 New
SHF
217
Safe Harbor Fiduciary
Florida
$2.31K – – –
RIL
218
Rothschild Investment LLC
Illinois
$1.62K +$462 +20 +40%
MFT
219
Moisand Fitzgerald Tamayo
Florida
$1.5K +$1.5K +65 New
SWC
220
Spectrum Wealth Counsel
Indiana
$1.39K – – –
DCM
221
Davis Capital Management
Florida
$1.29K -$11.5K -500 -90%
PD
222
Point72 (DIFC)
United Arab Emirates
$1.28K +$1.28K +55 New
EWA
223
EverSource Wealth Advisors
Alabama
$439 +$439 +19 New
CA
224
Continuum Advisory
Idaho
$346 – – –
CA
225
CoreCap Advisors
Michigan
$277 – – –
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