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The Mosaic Company

572 hedge funds and large institutions have $8.89B invested in The Mosaic Company in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 188 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 56

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

86% more call options, than puts

Call options by funds: $282M | Put options by funds: $151M

39% more capital invested

Capital invested by funds: $6.41B → $8.89B (+$2.48B)

13% more funds holding

Funds holding: 505572 (+67)

1.15% more ownership

Funds ownership: 73.23%74.38% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 189

Holders
572
Holders Change
+67
Holders Change %
+13.27%
% of All Funds
10.04%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
125
Increased
188
Reduced
189
Closed
56
Calls
$282M
Puts
$151M
Net Calls
+$130M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
476
Perkins Coie Trust Company
Washington
$70K
Rockefeller Capital Management
477
Rockefeller Capital Management
New York
$69K +$4.28K +145 +7%
CIA
478
CSat Investment Advisory
Michigan
$68K -$37.5K -1,272 -37%
PK
479
Pflug Koory
Nebraska
$67K -$41.3K -1,400 -40%
GWM
480
Geneos Wealth Management
Colorado
$61K
NFG
481
Next Financial Group
Texas
$60K +$48.4K +1,641 +624%
FHA
482
First Horizon Advisors
Tennessee
$53K -$7.55K -256 -13%
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$51K +$38.5K +1,307 +442%
FMT
484
First Mercantile Trust
Tennessee
$50K -$4.39K -149 -9%
LC
485
Lindbrook Capital
California
$48K
First Manhattan
486
First Manhattan
New York
$41K
LFG
487
Larson Financial Group
Missouri
$39K +$59 +2 +0.2%
EI
488
Ellevest Inc
New York
$39K +$28.5K +968 +372%
TPCW
489
TD Private Client Wealth
New York
$38.8K +$590 +20 +2%
APA
490
American Portfolios Advisors
New York
$37.1K +$2.62K +89 +8%
T
491
TOBAM
France
$36K +$33.3K +1,131 New
SCA
492
Stonebridge Capital Advisors
Minnesota
$35K +$32.7K +1,110 New
SGAM
493
Smith Group Asset Management
Texas
$33K +$3.83K +130 +14%
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$32K
GRP
495
Global Retirement Partners
California
$32K +$24.9K +845 +528%
CFN
496
Cordasco Financial Network
Florida
$28K +$26.5K +900 New
JFGIW
497
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K +$25.4K +860 New
JCM
498
Jacobi Capital Management
Pennsylvania
$26K
EWM
499
Edge Wealth Management
New York
$24K
HWA
500
Heritage Wealth Advisors
Virginia
$23.7K +$14.7K +500 +200%