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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
SC
401
Sepio Capital
Utah
$322K +$301K +10,200 New
PA
402
Probity Advisors
Texas
$314K +$293K +9,925 New
EAM
403
Erste Asset Management
Austria
$313K +$295K +10,000 New
WA
404
WESPAC Advisors
California
$313K +$292K +9,894 New
VLC
405
Van Leeuwen & Company
New Jersey
$313K +$292K +9,897 New
KRSITF
406
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$306K +$7.19K +244 +3%
SWM
407
Spire Wealth Management
Virginia
$306K +$287K +9,724 New
IA
408
IFP Advisors
Florida
$300K +$59.8K +2,027 +27%
LIM
409
Leavell Investment Management
Alabama
$300K +$280K +9,500 New
SMC
410
Smith, Moore & Co
Missouri
$299K +$279K +9,468 New
HI
411
Humankind Investments
New York
$295K +$276K +9,345 New
Mirae Asset Global Investments
412
Mirae Asset Global Investments
South Korea
$292K -$678K -23,003 -71%
APP
413
Avantax Planning Partners
Iowa
$289K -$46.6K -1,581 -15%
MNBTD
414
Moody National Bank Trust Division
Texas
$288K
CAG
415
Csenge Advisory Group
Florida
$288K +$265 +9 +0.1%
1WA
416
180 Wealth Advisors
Washington
$282K +$235K +7,965 New
WP
417
WealthSource Partners
California
$278K +$259K +8,800 New
AF
418
Advisornet Financial
Minnesota
$274K +$29 +1 +0%
TPWA
419
TRUE Private Wealth Advisors
Oregon
$273K +$255K +8,640 New
BBVA
420
Banco Bilbao Vizcaya Argentaria
Spain
$272K +$254K +8,614 New
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$270K -$71.1K -2,412 -22%
LNWWM
422
Laird Norton Wetherby Wealth Management
California
$270K -$3.98K -135 -2%
PFGIA
423
Patriot Financial Group Insurance Agency
Massachusetts
$270K +$113K +3,835 +81%
QI
424
QS Investors
New York
$270K +$251K +8,512 New
GT
425
Greenleaf Trust
Michigan
$268K +$250K +8,467 New