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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
DADC
451
D.A. Davidson & Co
Montana
$562K +$133K +2,696 +27%
MGP
452
Metis Global Partners
California
$561K +$365K +7,371 +136%
EH
453
Equitable Holdings
New York
$556K -$95.3K -1,925 -13%
MHIC
454
Marble Harbor Investment Counsel
Massachusetts
$544K +$24.8K +500 +4%
KRSITF
455
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$543K
CWA
456
Carolina Wealth Advisors
South Carolina
$538K +$65.6K +1,326 +12%
IAIM
457
International Assets Investment Management
Florida
$536K +$143K +2,883 +31%
GT
458
Greenleaf Trust
Michigan
$535K -$72.3K -1,460 -11%
V
459
ViaWealth
Kansas
$535K +$561K +11,326 New
Fifth Third Bancorp
460
Fifth Third Bancorp
Ohio
$528K -$76K -1,536 -11%
IC
461
IEQ Capital
California
$521K -$174K -3,521 -23%
Creative Planning
462
Creative Planning
Kansas
$513K +$19.3K +389 +3%
SAI
463
Systematic Alpha Investments
New Jersey
$510K
S
464
Seeyond
France
$510K +$199K +4,015 +53%
SFCL
465
Strengthening Families & Communities LLC
Massachusetts
$506K +$18.1K +365 +3%
HCM
466
Hodges Capital Management
Texas
$504K +$569K +11,500 New
AC
467
Allstate Corporation
Illinois
$499K +$35.6K +719 +7%
AIM
468
Allstate Investment Management
Illinois
$499K +$564K +11,385 New
BHCM
469
Boulder Hill Capital Management
New York
$496K +$559K +11,300 New
IRC
470
Investors Research Corp
Georgia
$489K
EWA
471
EverSource Wealth Advisors
Alabama
$486K -$165K -3,329 -23%
CIM
472
Confluence Investment Management
Missouri
$481K +$14K +283 +3%
MMA
473
Miracle Mile Advisors
California
$480K
HCA
474
Harbour Capital Advisors
Virginia
$479K -$17.2K -347 -3%
PFS
475
Prospera Financial Services
Texas
$478K +$539K +10,885 New