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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
Charles Schwab
26
Charles Schwab
California
$68.5M +$4.66M +146,405 +7%
Millennium Management
27
Millennium Management
New York
$67.6M +$6.07M +190,510 +10%
Bank of America
28
Bank of America
North Carolina
$67.6M +$6.61M +207,465 +11%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$65.6M +$21.3M +669,690 +50%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$56.5M -$1.47M -46,234 -3%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$52.2M +$27.1M +851,917 +113%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$49.2M -$36.6M -1,150,497 -43%
CC
33
Criteria Caixa
Spain
$47.8M +$2.53M +79,500 +6%
JP Morgan Chase
34
JP Morgan Chase
New York
$46.6M +$15.4M +483,472 +51%
UBS AM
35
UBS AM
Illinois
$46.2M +$213K +6,687 +0.5%
APG Asset Management
36
APG Asset Management
Netherlands
$43.6M +$4.54M +142,689 +11%
Boston Partners
37
Boston Partners
Massachusetts
$41.5M +$38.6M +1,211,544 +1,795%
SCI
38
S&CO Inc
Massachusetts
$38.5M +$33.9K +1,065 +0.1%
VanEck Associates
39
VanEck Associates
New York
$38.1M -$7.33M -230,015 -16%
Victory Capital Management
40
Victory Capital Management
Texas
$38.1M +$13.1M +410,115 +54%
Swedbank
41
Swedbank
Sweden
$37.9M +$7.31M +229,499 +24%
Barclays
42
Barclays
United Kingdom
$37M -$2.48M -77,866 -6%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$36.7M +$27.3M +857,600 +316%
DSC
44
Donald Smith & Co
New York
$36.6M +$16.9M +530,325 +89%
Goldman Sachs
45
Goldman Sachs
New York
$36.1M -$3.69M -115,809 -9%
First Trust Advisors
46
First Trust Advisors
Illinois
$34.2M +$642K +20,151 +2%
CSS
47
Cubist Systematic Strategies
Connecticut
$33.5M +$3.24M +101,599 +11%
Swiss National Bank
48
Swiss National Bank
Switzerland
$31.8M -$1.92M -60,300 -6%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$31.6M +$215K +6,744 +0.7%
Marshall Wace
50
Marshall Wace
United Kingdom
$30.9M -$35.3M -1,106,775 -54%