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Compass Diversified

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

708% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $322K

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 60

9% more funds holding

Funds holding: 209228 (+19)

6% more capital invested

Capital invested by funds: $972M → $1.03B (+$58.9M)

0.91% more ownership

Funds ownership: 58.2%59.1% (+0.91%)

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
3%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$124M -$824K -36,722 -0.7%
American Century Companies
2
American Century Companies
Missouri
$122M -$3.25M -144,828 -3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$98.7M +$1.81M +80,402 +2%
BlackRock
4
BlackRock
New York
$96.9M -$683K -30,405 -0.7%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$43.1M +$1.03M +45,725 +3%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$36M -$1.76M -78,323 -5%
GKIM
7
GW&K Investment Management
Massachusetts
$33.3M -$1.34M -59,766 -4%
EFS
8
Essex Financial Services
Connecticut
$30.1M +$75.7K +3,371 +0.3%
State Street
9
State Street
Massachusetts
$28.9M +$656K +29,207 +2%
Bank of America
10
Bank of America
North Carolina
$27.8M +$3.5M +156,074 +15%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$25.5M +$790K +35,200 +3%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.5M +$409K +18,210 +2%
RA
13
Royce & Associates
New York
$18.9M -$915K -40,749 -5%
SEI Investments
14
SEI Investments
Pennsylvania
$18.6M +$1.62M +72,140 +10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$18.4M -$170K -7,594 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$17M -$3.21M -142,866 -16%
William Blair & Company
17
William Blair & Company
Illinois
$14.9M -$404K -18,012 -3%
UBS Group
18
UBS Group
Switzerland
$14.3M +$247K +10,985 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$13.3M -$219K -9,767 -2%
Northern Trust
20
Northern Trust
Illinois
$11.7M +$1.11M +49,403 +11%
GHAM
21
Gilman Hill Asset Management
Connecticut
$8.64M -$346K -15,402 -4%
Morgan Stanley
22
Morgan Stanley
New York
$8.26M -$1.08M -48,180 -12%
NSIM
23
North Star Investment Management
Illinois
$8.19M +$8.46K +377 +0.1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$7.98M +$1.39M +61,811 +22%
N
25
Nuveen
North Carolina
$7.75M -$1,000K -44,522 -12%

CODI Hedge Fund Activity: Q4 2024 in Review

228 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Compass Diversified (CODI) for Q4 2024, worth a combined $1.03B — up 6.1% from $972M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CODI positions and 14 closed out — a net gain of 23 holders — while 80 added to existing stakes and 60 trimmed.

The largest buyer was Verition Fund Management, opening a new position worth an estimated $4.42M. The largest seller was American Century Companies, cutting an estimated $3.25M.

  • 228 institutional investors held Compass Diversified (CODI) as of Q4 2024, up from 209 in Q3 2024.
  • Funds reported $1.03B of Compass Diversified stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 37 funds opened new Compass Diversified positions in Q4 2024 and 14 closed out, a net change of +23 holders.
  • The largest Compass Diversified buyer in Q4 2024 was Verition Fund Management, an estimated $4.42M added.
  • The largest Compass Diversified seller in Q4 2024 was American Century Companies, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2024.