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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
IRF
426
IBM Retirement Fund
New York
$313K -$70.4K -2,077 -17%
1WA
427
180 Wealth Advisors
Washington
$313K +$45.3K +1,335 +17%
EAM
428
Erste Asset Management
Austria
$308K
CAN
429
Cetera Advisor Networks
California
$305K +$324K +9,555 New
DWM
430
Dorchester Wealth Management
Quebec, Canada
$303K -$40.7K -1,200 -11%
LIM
431
Leavell Investment Management
Alabama
$300K
CAG
432
Csenge Advisory Group
Florida
$291K +$305 +9 +0.1%
MNBTD
433
Moody National Bank Trust Division
Texas
$290K
TAM
434
Tocqueville Asset Management
New York
$289K -$119K -3,500 -28%
ACM
435
Aubrey Capital Management
United Kingdom
$289K +$53.2K +1,570 +21%
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$287K -$23.7K -699 -7%
AWA
437
Arkadios Wealth Advisors
Georgia
$286K -$89.1K -2,627 -23%
B
438
BP
United Kingdom
$285K -$135K -3,994 -31%
BFM
439
Boothbay Fund Management
New York
$284K +$302K +8,907 New
AF
440
Advisornet Financial
Minnesota
$283K +$6.78K +200 +2%
IAMOG
441
Investors Asset Management of Georgia
Georgia
$282K +$22K +650 +8%
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$281K +$9.29K +274 +3%
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$277K +$5.05K +149 +2%
GT
444
Greenleaf Trust
Michigan
$276K +$5.87K +173 +2%
TPWA
445
TRUE Private Wealth Advisors
Oregon
$275K
QI
446
QS Investors
New York
$272K
SAM
447
Seelaus Asset Management
New Jersey
$262K
CA
448
Centerpoint Advisors
Massachusetts
$260K +$4.24K +125 +2%
BRWA
449
B. Riley Wealth Advisors
Florida
$259K -$1.6M -47,188 -85%
WSC
450
Wellington Shields & Co
New York
$258K