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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
GAMC
301
Garner Asset Management Corp
Texas
$981K +$46.2K +1,450 +5%
EMPI
302
Elo Mutual Pension Insurance
Finland
$964K +$21.5K +675 +2%
WHAM
303
Windmill Hill Asset Management
United Kingdom
$960K
BPA
304
Beacon Pointe Advisors
California
$953K +$70.4K +2,209 +8%
Nordea Investment Management
305
Nordea Investment Management
Sweden
$938K +$19.8K +622 +2%
BCM
306
Bourgeon Capital Management
Connecticut
$935K +$159 +5 +0%
GIBU
307
Gulf International Bank (UK)
United Kingdom
$932K
Balyasny Asset Management
308
Balyasny Asset Management
Illinois
$912K +$895K +28,108 New
CI
309
CX Institutional
Indiana
$911K +$894K +28,062 New
MIM
310
Meixler Investment Management
Arizona
$910K +$245K +7,702 +38%
OPERF
311
Oregon Public Employees Retirement Fund
Oregon
$908K -$961K -30,158 -52%
TRSOTSOK
312
Teachers Retirement System of the State of Kentucky
Kentucky
$889K -$57K -1,791 -6%
FRM
313
Fox Run Management
Connecticut
$885K +$577K +18,100 +198%
EA
314
Ellsworth Advisors
Ohio
$885K +$905K +28,428 New
NAMA
315
Nikko Asset Management Americas
New York
$871K -$61.5K -1,932 -7%
VAM
316
Verity Asset Management
North Carolina
$860K +$5.61K +176 +0.7%
CIBC World Market
317
CIBC World Market
Ontario, Canada
$850K +$179K +5,618 +27%
RI
318
Ridgewood Investments
New Jersey
$835K +$45.6K +1,431 +6%
SPIA
319
Steward Partners Investment Advisory
New York
$832K -$61K -1,916 -7%
GCC
320
Game Creek Capital
Massachusetts
$832K -$681K -21,375 -45%
Vontobel Holding
321
Vontobel Holding
Switzerland
$831K +$75.6K +2,375 +10%
QCM
322
Quantinno Capital Management
New York
$827K -$305K -9,561 -27%
Cerity Partners
323
Cerity Partners
New York
$816K +$801K +25,141 New
CL
324
CSS LLC
Illinois
$815K +$227K +7,115 +40%
Rafferty Asset Management
325
Rafferty Asset Management
New York
$806K -$16.9K -532 -2%