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The Mosaic Company

654 hedge funds and large institutions have $8.75B invested in The Mosaic Company in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 243 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 243

0.98% less ownership

Funds ownership: 84.76%83.78% (-0.98%)

4% less funds holding

Funds holding: 681654 (-27)

12% less capital invested

Capital invested by funds: $9.91B → $8.75B (-$1.17B)

20% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 94

38% less call options, than puts

Call options by funds: $169M | Put options by funds: $274M

Holders
654
Holders Change
-27
Holders Change %
-3.96%
% of All Funds
9.42%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
75
Increased
258
Reduced
243
Closed
94
Calls
$169M
Puts
$274M
Net Calls
-$105M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
276
Bartlett & Co Wealth Management
Ohio
$1.32M -$28K -880 -2%
IAA
277
Independent Advisor Alliance
North Carolina
$1.29M -$7.36K -231 -0.6%
BCIM
278
British Columbia Investment Management
British Columbia, Canada
$1.27M +$24.5K +768 +2%
MPI
279
Mairs & Power Inc
Minnesota
$1.27M
NAM
280
Nissay Asset Management
Japan
$1.22M +$3.19K +100 +0.3%
CI Investments Inc
281
CI Investments Inc
Ontario, Canada
$1.21M +$835K +26,223 +239%
A
282
AlphaQuest
New York
$1.2M +$644K +20,212 +120%
Capstone Investment Advisors
283
Capstone Investment Advisors
New York
$1.2M -$145K -4,552 -11%
AI
284
Atria Investments
North Carolina
$1.2M +$1.17M +36,883 New
USCWA
285
U.S. Capital Wealth Advisors
Texas
$1.19M +$54.2K +1,702 +5%
VPIM
286
Vanguard Personalized Indexing Management
California
$1.18M -$220K -6,903 -16%
PA
287
Pinnacle Associates
New York
$1.16M +$275K +8,619 +32%
Wealth Enhancement Advisory Services
288
Wealth Enhancement Advisory Services
Minnesota
$1.15M -$23.4K -735 -2%
Wolverine Trading
289
Wolverine Trading
Illinois
$1.14M +$238K +7,464 +27%
Cetera Investment Advisers
290
Cetera Investment Advisers
Illinois
$1.13M +$737K +23,141 +196%
JPMIA
291
J.P. Marvel Investment Advisors
Massachusetts
$1.13M -$269K -8,451 -20%
PL
292
Polianta Ltd
Jersey
$1.12M +$338K +10,600 +45%
WorldQuant Millennium Advisors
293
WorldQuant Millennium Advisors
New York
$1.09M +$1.07M +33,635 New
Allspring Global Investments
294
Allspring Global Investments
North Carolina
$1.08M +$46.4K +1,457 +5%
Public Employees Retirement Association of Colorado
295
Public Employees Retirement Association of Colorado
Colorado
$1.06M -$138K -4,317 -12%
CWM
296
CIBC World Markets
New York
$1.06M -$301K -9,450 -22%
UM
297
UniSuper Management
Australia
$1.06M +$900K +28,251 +648%
Daiwa Securities Group
298
Daiwa Securities Group
Japan
$1.04M +$89.1K +2,798 +10%
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$995K
William Blair & Company
300
William Blair & Company
Illinois
$986K -$16.6K -522 -2%