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Compass

178 hedge funds and large institutions have $664M invested in Compass in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
48
Reduced
48
Closed
23
Calls
$2.53M
Puts
$1.73M
Net Calls
+$809K
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
126
Vanguard Personalized Indexing Management
California
$28.8K +$28.8K +12,357 New
Wells Fargo
127
Wells Fargo
California
$28.5K -$16.7K -7,184 -37%
CIBC Asset Management
128
CIBC Asset Management
Ontario, Canada
$27.5K -$8.28K -3,552 -23%
SG Americas Securities
129
SG Americas Securities
New York
$27K -$92.7K -39,738 -77%
BFG
130
Bleakley Financial Group
New Jersey
$26.9K +$26.9K +11,531 New
GWSG
131
GPS Wealth Strategies Group
Colorado
$24K
Franklin Resources
132
Franklin Resources
California
$23.7K -$74K -31,752 -76%
EI
133
Ethic Inc
New York
$23.5K +$23.5K +10,065 New
CFA
134
Capstone Financial Advisors
Illinois
$23.3K
CG
135
Cutler Group
California
$21K -$10.4K -4,500 -33%
Citigroup
136
Citigroup
New York
$20.2K -$5.13K -2,201 -20%
TRCT
137
Tower Research Capital (TRC)
New York
$16K -$11.4K -4,774 -42%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$14.7K +$2.55K +1,094 +21%
Allspring Global Investments
139
Allspring Global Investments
North Carolina
$13.4K -$294 -126 -2%
EI
140
Ellevest Inc
New York
$11.8K +$11.8K +5,078 New
S
141
SignatureFD
Georgia
$11.3K +$11.3K +4,869 New
US Bancorp
142
US Bancorp
Minnesota
$10.7K +$10.7K +4,606 New
MLA
143
MB, Levis & Associates
Pennsylvania
$10K +$10K +4,300 New
LC
144
Lindbrook Capital
California
$9.64K +$7.81K +3,350 +427%
Osaic Holdings
145
Osaic Holdings
Arizona
$9K +$2.18K +895 +32%
SSG
146
Summit Securities Group
New York
$5K +$5K +2,200 New
VNA
147
Valley National Advisers
Pennsylvania
$4K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$3K -$156 -71 -5%
EWA
149
EverSource Wealth Advisors
Alabama
$2.91K +$2.91K +1,248 New
TWA
150
TCI Wealth Advisors
Arizona
$2.75K +$2.75K +1,182 New