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The Mosaic Company

572 hedge funds and large institutions have $8.89B invested in The Mosaic Company in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 188 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 56

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

86% more call options, than puts

Call options by funds: $282M | Put options by funds: $151M

39% more capital invested

Capital invested by funds: $6.41B → $8.89B (+$2.48B)

13% more funds holding

Funds holding: 505572 (+67)

1.15% more ownership

Funds ownership: 73.23%74.38% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 189

Holders
572
Holders Change
+67
Holders Change %
+13.27%
% of All Funds
10.04%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
125
Increased
188
Reduced
189
Closed
56
Calls
$282M
Puts
$151M
Net Calls
+$130M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
376
CIBC Private Wealth Group
Georgia
$442K -$32.8K -1,111 -7%
LWAC
377
Laurel Wealth Advisors (California)
California
$418K +$389K +13,207 New
B
378
BP
United Kingdom
$408K -$133K -4,513 -26%
MHS
379
M Holdings Securities
Oregon
$407K +$380K +12,878 New
OAM
380
Optimal Asset Management
California
$400K +$373K +12,641 New
TM
381
Titan Managers
Arizona
$399K +$372K +12,626 New
TAM
382
Tocqueville Asset Management
New York
$397K +$14.7K +500 +4%
CIM
383
Contravisory Investment Management
Massachusetts
$394K -$7.02K -238 -2%
CI
384
Cigna Investments
Connecticut
$392K +$15.1K +512 +4%
IRF
385
IBM Retirement Fund
New York
$375K -$28.9K -979 -8%
MHIC
386
Marble Harbor Investment Counsel
Massachusetts
$375K
SC
387
Savant Capital
Illinois
$371K +$1.77K +60 +0.5%
OTPPB
388
Ontario Teachers' Pension Plan Board
Ontario, Canada
$367K -$880K -29,856 -72%
LIA
389
LS Investment Advisors
Michigan
$366K -$131K -4,439 -28%
AWA
390
Arkadios Wealth Advisors
Georgia
$366K +$342K +11,592 New
MCC
391
Money Concepts Capital
Florida
$365K +$341K +11,552 New
Marshall Wace
392
Marshall Wace
United Kingdom
$356K -$168K -5,711 -34%
BC
393
Bridgefront Capital
Texas
$347K -$450K -15,246 -58%
MML Investors Services
394
MML Investors Services
Massachusetts
$345K +$322K +10,924 New
PA
395
Profund Advisors
Maryland
$343K -$30.7K -1,040 -9%
DWM
396
Dorchester Wealth Management
Quebec, Canada
$338K -$140K -4,750 -31%
CS
397
Comerica Securities
Michigan
$332K
CS
398
Candriam SCA
Luxembourg
$327K
3F
399
360 Financial
Minnesota
$326K
AA
400
ALPS Advisors
Colorado
$325K +$303K +10,270 New