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The Mosaic Company

595 hedge funds and large institutions have $9.08B invested in The Mosaic Company in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 194 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

24% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 194

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% more funds holding

Funds holding: 572595 (+23)

2% more capital invested

Capital invested by funds: $8.89B → $9.08B (+$188M)

1% more call options, than puts

Call options by funds: $276M | Put options by funds: $274M

0.68% more ownership

Funds ownership: 74.38%75.05% (+0.68%)

Holders
595
Holders Change
+23
Holders Change %
+4.02%
% of All Funds
10.36%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
80
Increased
240
Reduced
194
Closed
53
Calls
$276M
Puts
$274M
Net Calls
+$2.3M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
351
D.A. Davidson & Co
Montana
$678K -$96K -2,831 -12%
ANRF
352
Adams Natural Resources Fund
Maryland
$670K -$2.5M -73,600 -78%
SMC
353
Smith, Moore & Co
Missouri
$663K +$383K +11,300 +119%
JWCA
354
J.W. Cole Advisors
Florida
$662K +$704K +20,748 New
DCM
355
Dupont Capital Management
Delaware
$654K +$416K +12,256 +149%
QT
356
Quantamental Technologies
New York
$654K +$695K +20,492 New
Daiwa Securities Group
357
Daiwa Securities Group
Japan
$650K +$47K +1,386 +7%
DC
358
Davenport & Co
Virginia
$649K -$129K -3,810 -16%
KRS
359
Kentucky Retirement Systems
Kentucky
$642K -$33.2K -978 -5%
Marshall Wace
360
Marshall Wace
United Kingdom
$642K +$301K +8,882 +79%
UIA
361
UBP Investment Advisors
Switzerland
$640K +$682K +20,095 New
USGIU
362
U.S. Global Investors (USGI)
Texas
$638K
NFG
363
Nations Financial Group
Iowa
$638K +$109K +3,223 +19%
IMRF
364
Illinois Municipal Retirement Fund
Illinois
$626K
TCM
365
Tuttle Capital Management
Connecticut
$625K +$136K +4,001 +26%
TCM
366
Teza Capital Management
Illinois
$625K +$148K +4,355 +29%
Cetera Investment Advisers
367
Cetera Investment Advisers
Illinois
$619K -$823K -24,277 -56%
BS
368
Boenning & Scattergood
Pennsylvania
$607K
QSS
369
Quantitative Systematic Strategies
Florida
$605K -$288K -8,482 -31%
X
370
Xponance
Pennsylvania
$602K +$132K +3,890 +26%
CAM
371
Cresset Asset Management
Illinois
$577K +$613K +18,073 New
SS
372
Simplicity Solutions
Minnesota
$574K +$113K +3,343 +23%
SAM
373
Shell Asset Management
Netherlands
$566K -$10.9K -321 -2%
US Bancorp
374
US Bancorp
Minnesota
$556K -$5.87K -173 -1%
M&T Bank
375
M&T Bank
New York
$552K -$1.83K -54 -0.3%