Compass
COMP
201 hedge funds and large institutions have $1.17B invested in Compass in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 28 closing their positions.
54% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 28
28% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 50
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more call options, than puts
Call options by funds: $4.61M | Put options by funds: $3.98M
7% more funds holding
Funds holding: 188 → 201 (+13)
3.43% more ownership
Funds ownership: 62.79% → 66.22% (+3.4%)
3% more capital invested
Capital invested by funds: $1.14B → $1.17B (+$30.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.7M |
| 2 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$23.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.1M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$15.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
-$46.2M |
| 2 |
SIAU
SB Investment Advisers (UK)
London,
United Kingdom
|
-$35.3M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$7.69M |
| 4 |
Morgan Stanley
New York
|
-$6.33M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$5.68M |
COMP Hedge Fund Activity: Q1 2024 in Review
201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Compass (COMP) for Q1 2024, worth a combined $1.17B — up 2.7% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new COMP positions and 28 closed out — a net gain of 15 holders — while 64 added to existing stakes and 50 trimmed.
The largest buyer was Vanguard Group, adding an estimated $25.7M. The largest seller was Antipodes Partners, cutting an estimated $46.2M.
- 201 institutional investors held Compass (COMP) as of Q1 2024, up from 188 in Q4 2023.
- Funds reported $1.17B of Compass stock for Q1 2024, up 2.7% quarter-over-quarter.
- 43 funds opened new Compass positions in Q1 2024 and 28 closed out, a net change of +15 holders.
- The largest Compass buyer in Q1 2024 was Vanguard Group, an estimated $25.7M added.
- The largest Compass seller in Q1 2024 was Antipodes Partners, an estimated $46.2M sold.
Based on aggregated 13F filings for Q1 2024.