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The Mosaic Company

681 hedge funds and large institutions have $9.91B invested in The Mosaic Company in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 201 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 72

3% more funds holding

Funds holding: 659681 (+22)

2.23% more ownership

Funds ownership: 82.52%84.76% (+2.2%)

1% more capital invested

Capital invested by funds: $9.79B → $9.91B (+$124M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $291M | Put options by funds: $293M

28% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 280

Holders
681
Holders Change
+22
Holders Change %
+3.34%
% of All Funds
9.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
107
Increased
201
Reduced
280
Closed
72
Calls
$291M
Puts
$293M
Net Calls
-$1.66M
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
476
Leavell Investment Management
Alabama
$295K -$49.4K -1,400 -15%
OQS
477
Occudo Quantitative Strategies
Florida
$292K -$503K -14,247 -64%
1WA
478
180 Wealth Advisors
Washington
$292K -$35.3K -1,000 -11%
KeyBank National Association
479
KeyBank National Association
Ohio
$287K +$284K +8,030 New
IAMOG
480
Investors Asset Management of Georgia
Georgia
$286K +$7.17K +203 +3%
BMSSC
481
B. Metzler seel. Sohn & Co
Germany
$284K -$162K -4,581 -37%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
482
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$278K +$275K +7,776 New
KA
483
Keene & Associates
Texas
$275K
MWM
484
Meridian Wealth Management
Kentucky
$272K +$2.54K +72 +1%
Public Sector Pension Investment Board (PSP Investments)
485
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$271K -$992K -28,099 -79%
TWM
486
Tradition Wealth Management
Minnesota
$269K -$17.6K -499 -6%
MAM
487
MMA Asset Management
Pennsylvania
$267K
AI
488
ArchPoint Investors
Florida
$263K -$485K -13,720 -65%
QI
489
Qtron Investments
Massachusetts
$263K +$260K +7,349 New
CAG
490
Csenge Advisory Group
Florida
$257K +$848 +24 +0.3%
MCM
491
MAI Capital Management
Ohio
$257K -$1.55K -44 -0.6%
SC
492
Sapient Capital
Indiana
$254K +$251K +7,107 New
SPA
493
Sherbrooke Park Advisers
New York
$252K -$385K -10,897 -61%
3F
494
360 Financial
Minnesota
$250K -$28.3K -800 -10%
GJWM
495
Gilliland Jeter Wealth Management
Arkansas
$248K +$245K +6,950 New
TAM
496
Tocqueville Asset Management
New York
$244K +$4.7K +133 +2%
IAIM
497
International Assets Investment Management
Florida
$240K -$18.6K -528 -7%
JIC
498
Johnson Investment Counsel
Ohio
$240K +$237K +6,715 New
SGA
499
Seaport Global Advisors
Massachusetts
$239K
BP
500
Ballentine Partners
Massachusetts
$229K +$226K +6,412 New