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The Mosaic Company

829 hedge funds and large institutions have $20.5B invested in The Mosaic Company in 2022 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 230 increasing their positions, 297 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 75

70% more capital invested

Capital invested by funds: $12.1B → $20.5B (+$8.42B)

22% more funds holding

Funds holding: 679829 (+150)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

2.5% more ownership

Funds ownership: 81.46%83.96% (+2.5%)

16% less call options, than puts

Call options by funds: $959M | Put options by funds: $1.14B

23% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 297

Holders
829
Holders Change
+150
Holders Change %
+22.09%
% of All Funds
13.08%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.44%
New
235
Increased
230
Reduced
297
Closed
75
Calls
$959M
Puts
$1.14B
Net Calls
-$182M
Net Calls Change
-$774M
Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
426
U.S. Global Investors (USGI)
Texas
$1.33M
VAM
427
Verity Asset Management
North Carolina
$1.32M -$392K -7,844 -28%
NFG
428
Nations Financial Group
Iowa
$1.29M -$14.1K -282 -1%
MWM
429
MorganRosel Wealth Management
Colorado
$1.29M +$970K +19,392 New
LIM
430
Leavell Investment Management
Alabama
$1.28M +$15K +300 +2%
SMC
431
Smith, Moore & Co
Missouri
$1.28M -$76.3K -1,526 -7%
PAG
432
Private Advisory Group
Washington
$1.26M +$508K +10,152 +116%
WWM
433
Western Wealth Management
Colorado
$1.25M +$939K +18,768 New
BWCS
434
Beirne Wealth Consulting Services
Connecticut
$1.24M -$518K -10,348 -36%
AWS
435
Atria Wealth Solutions
New York
$1.22M +$917K +18,343 New
BMSSC
436
B. Metzler seel. Sohn & Co
Germany
$1.22M +$360K +7,200 +65%
S
437
Seeyond
France
$1.21M +$183K +3,651 +25%
HIS
438
Harvest Investment Services
Illinois
$1.21M +$450K +9,006 +98%
CAM
439
Cresset Asset Management
Illinois
$1.2M -$25K -499 -3%
US Bancorp
440
US Bancorp
Minnesota
$1.18M +$4.5K +90 +0.5%
EOJOAM
441
E. Ohman J:or Asset Management
Sweden
$1.17M -$90K -1,800 -9%
AAS
442
Avantax Advisory Services
Texas
$1.16M +$395K +7,899 +82%
FIM
443
Fruth Investment Management
Texas
$1.12M
UFF
444
USA Financial Formulas
Michigan
$1.12M +$844K +16,870 +129,769%
USCWA
445
U.S. Capital Wealth Advisors
Texas
$1.12M +$840K +16,800 New
M&T Bank
446
M&T Bank
New York
$1.09M -$7.7K -154 -0.9%
Thrivent Financial for Lutherans
447
Thrivent Financial for Lutherans
Minnesota
$1.08M +$1.95K +39 +0.2%
HL
448
HeadInvest LLC
Maine
$1.06M
KAS
449
Kestra Advisory Services
Texas
$1.03M +$250K +5,003 +47%
BBA
450
Baader Bank Aktiengesellschaft
Germany
$1.03M -$286K -5,721 -27%