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The Mosaic Company

681 hedge funds and large institutions have $9.91B invested in The Mosaic Company in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 201 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 72

3% more funds holding

Funds holding: 659681 (+22)

2.23% more ownership

Funds ownership: 82.52%84.76% (+2.2%)

1% more capital invested

Capital invested by funds: $9.79B → $9.91B (+$124M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $291M | Put options by funds: $293M

28% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 280

Holders
681
Holders Change
+22
Holders Change %
+3.34%
% of All Funds
9.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
107
Increased
201
Reduced
280
Closed
72
Calls
$291M
Puts
$293M
Net Calls
-$1.66M
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
301
Bourgeon Capital Management
Connecticut
$1.03M -$270K -7,650 -21%
NAMA
302
Nikko Asset Management Americas
New York
$1.03M -$52.3K -1,482 -5%
GIBU
303
Gulf International Bank (UK)
United Kingdom
$1.03M -$126K -3,577 -11%
Nordea Investment Management
304
Nordea Investment Management
Sweden
$1.02M +$50.2K +1,422 +5%
QCM
305
Qsemble Capital Management
New York
$1.01M -$912K -25,832 -48%
HIG
306
Herr Investment Group
Texas
$1.01M -$115K -3,247 -10%
ITC
307
Inspire Trust Company
Nevada
$1,000K +$988K +27,980 New
Wolverine Trading
308
Wolverine Trading
Illinois
$987K -$421K -11,916 -30%
SPIA
309
Steward Partners Investment Advisory
New York
$985K -$144K -4,076 -13%
PA
310
Pinnacle Associates
New York
$970K +$4.84K +137 +0.5%
SAM
311
Shell Asset Management
Netherlands
$970K -$258K -7,318 -21%
BPA
312
Beacon Pointe Advisors
California
$970K -$180K -5,106 -16%
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$952K -$3.02M -85,451 -76%
VAM
314
Verity Asset Management
North Carolina
$941K +$93.7K +2,653 +11%
KRS
315
Kentucky Retirement Systems
Kentucky
$934K -$9.46K -268 -1%
BCV
316
Banque Cantonale Vaudoise
Switzerland
$921K -$20.2K -571 -2%
ANRF
317
Adams Natural Resources Fund
Maryland
$915K
Rafferty Asset Management
318
Rafferty Asset Management
New York
$906K +$21.4K +605 +2%
OAM
319
Oxford Asset Management
United Kingdom
$904K +$893K +25,289 New
MSRPS
320
Maryland State Retirement & Pension System
Maryland
$903K
CAN
321
Cetera Advisor Networks
California
$901K +$230K +6,523 +35%
QPBE
322
Quintet Private Bank (Europe)
Luxembourg
$893K -$252K -7,131 -22%
Parallax Volatility Advisers
323
Parallax Volatility Advisers
California
$868K -$897K -25,397 -51%
RI
324
Ridgewood Investments
New Jersey
$868K -$18.4K -521 -2%
Corient Private Wealth
325
Corient Private Wealth
Florida
$866K -$261K -7,401 -23%