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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
DC
501
Davenport & Co
Virginia
$225K -$281K -7,967 -56%
VI
502
Vestcor Inc
New Brunswick, Canada
$224K -$1.27K -36 -0.6%
PCM
503
Penserra Capital Management
California
$223K +$63.8K +1,807 +40%
RG
504
Rathbones Group
United Kingdom
$219K
CA
505
Centerpoint Advisors
Massachusetts
$217K
ECU
506
Eisler Capital (UK)
United Kingdom
$217K +$214K +6,062 New
CCI
507
Credit Capital Investments
New Jersey
$214K +$212K +6,000 New
VSQM
508
V-Square Quantitative Management
Illinois
$214K
WJWM
509
Williams Jones Wealth Management
New York
$209K
RWM
510
Ritholtz Wealth Management
New York
$209K -$35.2K -996 -15%
SFA
511
Sequoia Financial Advisors
Ohio
$207K +$204K +5,783 New
LHWM
512
Lake Hills Wealth Management
Texas
$205K +$203K +5,749 New
SWP
513
Stratos Wealth Partners
Ohio
$204K -$30.8K -873 -13%
AIC
514
Archer Investment Corporation
Indiana
$202K
AIA
515
Affinity Investment Advisors
California
$202K +$200K +5,650 New
WI
516
Wahed Invest
New York
$202K +$15.7K +445 +9%
AFP
517
Ausdal Financial Partners
Iowa
$201K -$706 -20 -0.4%
CTC
518
Central Trust Company
Missouri
$195K
HI
519
Horizon Investments
North Carolina
$185K +$9.5K +269 +5%
PAS
520
Point72 Asia (Singapore)
Singapore
$179K +$177K +5,006 New
JWM
521
Jupiter Wealth Management
Colorado
$179K
KI
522
Kapitalo Investimentos
Brazil
$173K +$171K +4,853 New
SDIC
523
South Dakota Investment Council
South Dakota
$172K
SFCL
524
Strengthening Families & Communities LLC
Massachusetts
$169K +$742 +21 +0.4%
PA
525
Parallel Advisors
California
$163K +$15.9K +450 +11%