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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
PP
401
Prudential plc
United Kingdom
$419K -$654K -20,535 -61%
IIC
402
Integrated Investment Consultants
Michigan
$415K +$446 +14 +0.1%
PCM
403
Poehling Capital Management
Wisconsin
$409K +$401K +12,594 New
HT
404
Headlands Technologies
Illinois
$408K +$400K +12,567 New
V
405
ViaWealth
Kansas
$408K -$89.3K -2,805 -18%
MHIC
406
Marble Harbor Investment Counsel
Massachusetts
$402K
CM
407
Capula Management
Cayman Islands
$390K +$382K +12,002 New
BCM
408
Bayesian Capital Management
New York
$386K +$379K +11,904 New
US Bancorp
409
US Bancorp
Minnesota
$385K -$75.7K -2,377 -17%
GC
410
Guidance Capital
Kentucky
$379K +$52.2K +1,638 +15%
SAM
411
Silvercrest Asset Management
New York
$378K -$3.82K -120 -1%
CFSG
412
Clark Financial Services Group
Missouri
$378K -$129K -4,053 -26%
NB
413
Norinchukin Bank
Japan
$378K -$5.29K -166 -1%
SAI
414
Systematic Alpha Investments
New Jersey
$378K
SIM
415
Seaview Investment Managers
Florida
$377K
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$376K -$44.5K -1,396 -11%
MUAMU
417
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$373K +$366K +11,500 New
DWT
418
Dorsey & Whitney Trust
South Dakota
$363K +$356K +11,177 New
TMAM
419
Tokio Marine Asset Management
Japan
$359K +$10.3K +323 +3%
BA
420
Bridgewater Associates
Connecticut
$359K +$352K +11,061 New
PIMJS
421
PKO Investment Management Joint-Stock
Poland
$359K -$105K -3,300 -23%
IRC
422
Investors Research Corp
Georgia
$354K -$7.96K -250 -2%
CIM
423
Confluence Investment Management
Missouri
$352K -$5.61K -176 -2%
RIA
424
Recurrent Investment Advisors
Texas
$352K
KRSITF
425
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$350K -$27.3K -858 -7%