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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
MC
476
Moors & Cabot
Massachusetts
$246K -$57.3K -1,799 -19%
TWM
477
Tradition Wealth Management
Minnesota
$244K -$414 -13 -0.2%
NIM
478
NEOS Investment Management
Connecticut
$240K +$235K +7,382 New
AI
479
ArchPoint Investors
Florida
$239K
QI
480
Qtron Investments
Massachusetts
$239K
CAG
481
Csenge Advisory Group
Florida
$235K +$828 +26 +0.4%
HAS
482
Horizon Advisory Services
New York
$234K +$230K +7,213 New
MCM
483
MAI Capital Management
Ohio
$229K -$4.43K -139 -2%
SW
484
SVB Wealth
Massachusetts
$228K -$40K -1,256 -15%
3F
485
360 Financial
Minnesota
$227K
PMAM
486
Penn Mutual Asset Management
Pennsylvania
$227K +$223K +7,000 New
TAM
487
Tocqueville Asset Management
New York
$224K +$2.8K +88 +1%
FFN
488
Focus Financial Network
Minnesota
$222K +$232K +7,285 New
LOAMS
489
Lombard Odier Asset Management (Switzerland)
Switzerland
$220K +$216K +6,790 New
BAM
490
Blueshift Asset Management
New Jersey
$219K -$258K -8,114 -55%
SGA
491
Seaport Global Advisors
Massachusetts
$217K
KAS
492
Kestra Advisory Services
Texas
$217K -$106K -3,316 -33%
KWA
493
Kingswood Wealth Advisors
California
$211K +$207K +6,496 New
WI
494
Wahed Invest
New York
$204K +$20.9K +655 +12%
AIMCA
495
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$201K -$521K -16,350 -73%
VI
496
Vestcor Inc
New Brunswick, Canada
$201K -$2.04K -64 -1%
IAIM
497
International Assets Investment Management
Florida
$200K -$17.3K -543 -8%
WBC
498
Westpac Banking Corp
Australia
$199K -$277K -8,701 -59%
VSQM
499
V-Square Quantitative Management
Illinois
$194K
CA
500
Centerpoint Advisors
Massachusetts
$194K -$3.19K -100 -2%