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The Mosaic Company

673 hedge funds and large institutions have $10B invested in The Mosaic Company in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 226 increasing their positions, 266 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $352M | Put options by funds: $342M

2.54% less ownership

Funds ownership: 88.59%86.05% (-2.5%)

6% less funds holding

Funds holding: 718673 (-45)

15% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 266

27% less capital invested

Capital invested by funds: $13.6B → $10B (-$3.62B)

33% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 125

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
673
Holders Change
-45
Holders Change %
-6.27%
% of All Funds
10.57%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
84
Increased
226
Reduced
266
Closed
125
Calls
$352M
Puts
$342M
Net Calls
+$10.7M
Net Calls Change
-$47M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$68.3M
WI
27
Wafra Inc
New York
$65.8M +$12.1M +311,903 +20%
Charles Schwab
28
Charles Schwab
California
$64.7M -$70.1K -1,813 -0.1%
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$60.9M +$16.2M +418,882 +33%
A
30
AustralianSuper
Australia
$59.2M +$34.1M +881,875 +109%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$56.8M +$30.6M +790,963 +95%
CC
32
Criteria Caixa
Spain
$48.8M +$851K +22,021 +2%
Bank Julius Baer & Co
33
Bank Julius Baer & Co
Switzerland
$48.3M -$28.7M -741,915 -35%
VanEck Associates
34
VanEck Associates
New York
$44.7M -$85.9K -2,224 -0.2%
Federated Hermes
35
Federated Hermes
Pennsylvania
$44.6M -$3.2M -82,916 -6%
TSW
36
Thompson Siegel & Walmsley
Virginia
$44M +$11.9M +307,019 +32%
GT
37
Glenmede Trust
Pennsylvania
$43.8M
Swiss National Bank
38
Swiss National Bank
Switzerland
$42M -$5.87M -151,900 -11%
SCI
39
S&CO Inc
Massachusetts
$41.2M +$4.79K +124 +0%
APG Asset Management
40
APG Asset Management
Netherlands
$36.7M +$4.8M +124,222 +12%
First Trust Advisors
41
First Trust Advisors
Illinois
$36.1M -$39.3M -1,016,260 -50%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$36M +$12.9M +334,926 +48%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$35M -$2.84M -73,500 -7%
Swedbank
44
Swedbank
Sweden
$34.7M +$4.14M +107,167 +12%
JP Morgan Chase
45
JP Morgan Chase
New York
$32.4M +$6.46M +167,141 +22%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$32.2M -$4.1M -106,213 -10%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$30.8M -$4.53M -117,303 -12%
N
48
Nuveen
North Carolina
$29.3M -$31.6M -818,923 -49%
Citigroup
49
Citigroup
New York
$27.8M -$10.2M -265,094 -25%
SAM
50
Storebrand Asset Management
Norway
$23.6M +$895K +23,162 +4%