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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
PAG
451
Private Advisor Group
New Jersey
$294K -$402K -12,617 -58%
RIM
452
Rakuten Investment Management
Japan
$285K +$254K +7,976 +982%
BAMF
453
BI Asset Management Fondsmaeglerselskab
Denmark
$282K
PA
454
Profund Advisors
Maryland
$275K -$15K -471 -5%
MFS
455
Mirabella Financial Services
United Kingdom
$275K +$271K +8,498 New
UCFA
456
United Capital Financial Advisors
Texas
$273K -$49.9K -1,566 -16%
BP
457
Ballentine Partners
Massachusetts
$273K +$63.4K +1,989 +31%
YMRC
458
Yorktown Management & Research Company
Virginia
$273K
PA
459
Probity Advisors
Texas
$272K -$1.43K -45 -0.5%
TPWA
460
TRUE Private Wealth Advisors
Oregon
$271K -$223 -7 -0.1%
Northwestern Mutual Wealth Management
461
Northwestern Mutual Wealth Management
Wisconsin
$271K -$6.21K -195 -2%
IAMOG
462
Investors Asset Management of Georgia
Georgia
$270K +$9.84K +309 +4%
IWC
463
Integrated Wealth Concepts
Massachusetts
$268K -$64.6K -2,027 -20%
KeyBank National Association
464
KeyBank National Association
Ohio
$264K +$3.54K +111 +1%
AG
465
Algert Global
California
$264K +$260K +8,148 New
QPBE
466
Quintet Private Bank (Europe)
Luxembourg
$263K -$573K -17,986 -72%
CAMG
467
CWA Asset Management Group
Florida
$261K +$256K +8,048 New
FTIS
468
First Trust Investment Solutions
Florida
$260K +$255K +8,000 New
BMSSC
469
B. Metzler seel. Sohn & Co
Germany
$258K
AAM
470
Advisors Asset Management
Colorado
$258K -$390K -12,256 -61%
CAPTRUST Financial Advisors
471
CAPTRUST Financial Advisors
North Carolina
$257K -$294K -9,234 -54%
CHAM
472
Clear Harbor Asset Management
Connecticut
$253K -$34.2K -1,075 -12%
I
473
InceptionR
California
$252K -$273K -8,573 -53%
SC
474
Sapient Capital
Indiana
$248K +$16.7K +525 +7%
Public Sector Pension Investment Board (PSP Investments)
475
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$246K