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The Mosaic Company

764 hedge funds and large institutions have $12.8B invested in The Mosaic Company in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 327 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

1% more funds holding

Funds holding: 755764 (+9)

1.11% more ownership

Funds ownership: 85.73%86.83% (+1.1%)

10% less capital invested

Capital invested by funds: $14.3B → $12.8B (-$1.48B)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

28% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 327

34% less call options, than puts

Call options by funds: $317M | Put options by funds: $477M

Holders
764
Holders Change
+9
Holders Change %
+1.19%
% of All Funds
12.28%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
115
Increased
237
Reduced
327
Closed
90
Calls
$317M
Puts
$477M
Net Calls
-$160M
Net Calls Change
-$81.7M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
401
M&T Bank
New York
$845K -$484K -9,777 -34%
Rafferty Asset Management
402
Rafferty Asset Management
New York
$836K +$464K +9,377 +97%
PIMJS
403
PKO Investment Management Joint-Stock
Poland
$834K
NFG
404
Nations Financial Group
Iowa
$833K -$9.31K -188 -1%
FIM
405
Fruth Investment Management
Texas
$831K -$29.7K -600 -3%
MLICM
406
Metropolitan Life Insurance Company (MetLife)
New York
$829K -$82.3K -1,662 -8%
IWM
407
IHT Wealth Management
Illinois
$823K +$233K +4,715 +34%
CM
408
CoreCommodity Management
Connecticut
$809K +$126K +2,541 +16%
SIA
409
Sit Investment Associates
Minnesota
$798K +$80.2K +1,620 +10%
VI
410
Versor Investments
New York
$782K -$212K -4,277 -19%
FIM
411
Freedom Investment Management
Connecticut
$749K +$846K +17,079 New
EF
412
Empirical Finance
Pennsylvania
$747K +$33.7K +680 +4%
GG
413
Golden Green
South Carolina
$745K -$11.5K -232 -1%
MML Investors Services
414
MML Investors Services
Massachusetts
$742K +$453K +9,153 +118%
AIMCA
415
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$741K -$7.86M -158,830 -90%
KAS
416
Kestra Advisory Services
Texas
$728K +$201K +4,057 +32%
CAPTRUST Financial Advisors
417
CAPTRUST Financial Advisors
North Carolina
$719K -$212K -4,289 -21%
NMERB
418
New Mexico Educational Retirement Board
New Mexico
$713K -$114K -2,300 -12%
DILIC
419
Dai-ichi Life Insurance Company
Japan
$706K -$43.2K -873 -5%
CQS
420
Credential Qtrade Securities
$703K -$180K -3,630 -18%
HL
421
HeadInvest LLC
Maine
$702K
BL
422
Balentine LLC
Georgia
$699K -$367K -7,415 -32%
CFSG
423
Clark Financial Services Group
Missouri
$698K +$13.9K +281 +2%
SG Americas Securities
424
SG Americas Securities
New York
$697K -$256K -5,168 -25%
SAM
425
Shell Asset Management
Netherlands
$694K -$208K -4,201 -21%