We are live on ! Find out more
MOS icon

The Mosaic Company

537 hedge funds and large institutions have $8.4B invested in The Mosaic Company in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 195 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

20% more capital invested

Capital invested by funds: $7.02B → $8.4B (+$1.38B)

13% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 60

12% more call options, than puts

Call options by funds: $126M | Put options by funds: $112M

2.66% more ownership

Funds ownership: 75.1%77.76% (+2.7%)

0% more funds holding

Funds holding: 535537 (+2)

4% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 195

Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
12.29%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.37%
New
68
Increased
188
Reduced
195
Closed
60
Calls
$126M
Puts
$112M
Net Calls
+$13.3M
Net Calls Change
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
451
Advisory Services Network
Georgia
$35K -$263K -9,687 -89%
AA
452
AlphaMark Advisors
Kentucky
$35K
WT
453
Whittier Trust
California
$32K -$9.58K -353 -23%
BCWM
454
Bartlett & Co Wealth Management
Ohio
$28.1K
BC
455
Bartlett & Co
Ohio
$28K
TC
456
Trilogy Capital
California
$28K +$27 +1 +0.1%
AIM
457
Advantage Investment Management
Iowa
$27K
JCM
458
Jacobi Capital Management
Pennsylvania
$27K
GLI
459
Guardian Life Insurance
New York
$27K +$4.45K +164 +20%
SLF
460
Sun Life Financial
Ontario, Canada
$27K +$24.7K +910 +2,333%
Qube Research & Technologies (QRT)
461
Qube Research & Technologies (QRT)
United Kingdom
$26K +$25K +921 New
PFGIA
462
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$24.2K -892 -50%
TSW
463
Thompson Siegel & Walmsley
Virginia
$23K -$23.5M -867,381 -100%
KA
464
Kaizen Advisory
Illinois
$22K +$12.1K +446 +128%
PCG
465
Private Capital Group
Connecticut
$20K +$923 +34 +5%
HNB
466
Huntington National Bank
Ohio
$17K -$10.9K -400 -40%
PA
467
Parallel Advisors
California
$17K +$6.84K +252 +65%
APA
468
American Portfolios Advisors
New York
$16.1K
CIA
469
CSat Investment Advisory
Michigan
$16K +$15.4K +567 New
FIB
470
First Interstate Bank
Montana
$15K
JFA
471
JNBA Financial Advisors
Minnesota
$14K
BGIM
472
Brandywine Global Investment Management
Pennsylvania
$14K +$1.76K +65 +16%
RWP
473
RWA Wealth Partners
Massachusetts
$14K +$13.6K +500 New
CAPTRUST Financial Advisors
474
CAPTRUST Financial Advisors
North Carolina
$13K
WTC
475
WhitTier Trust Company
Nevada
$13K