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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
CTC
501
Central Trust Company
Missouri
$177K
HI
502
Horizon Investments
North Carolina
$172K +$3.82K +120 +2%
SFCL
503
Strengthening Families & Communities LLC
Massachusetts
$167K +$13.7K +429 +9%
SDIC
504
South Dakota Investment Council
South Dakota
$157K
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$153K -$119K -3,747 -44%
JWM
506
Jupiter Wealth Management
Colorado
$148K
TWC
507
TD Waterhouse Canada
Ontario, Canada
$146K -$299K -9,377 -67%
PA
508
Parallel Advisors
California
$139K -$9.65K -303 -7%
NFSG
509
Newbridge Financial Services Group
Florida
$127K +$63.7K +2,000 +105%
AIP
510
Ameritas Investment Partners
Nebraska
$124K
UB
511
UMB Bank
Missouri
$123K
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92.2K
SWM
513
Spire Wealth Management
Virginia
$83.4K -$8.44K -265 -9%
CWM
514
Compass Wealth Management
Connecticut
$81.2K
GCM
515
Gladius Capital Management
Illinois
$81K -$35.6K -1,117 -31%
SAM
516
Smartleaf Asset Management
Massachusetts
$74.6K +$63K +1,978 +560%
GI
517
GAMMA Investing
California
$74.3K -$20.7K -649 -22%
Fuller & Thaler Asset Management
518
Fuller & Thaler Asset Management
California
$73K -$55.6K -1,745 -44%
QCG
519
Quadrant Capital Group
Ohio
$69K +$12K +378 +22%
CCC
520
Chelsea Counsel Company
California
$68K -$5.57K -175 -8%
S
521
SignatureFD
Georgia
$67.3K -$48.8K -1,531 -42%
SIM
522
Sentry Investment Management
Wisconsin
$57K
FFA
523
Farther Finance Advisors
California
$54.4K +$6.88K +216 +15%
LC
524
Lindbrook Capital
California
$53.6K -$18.9K -593 -26%
QC
525
Quent Capital
New York
$52.8K +$4.91K +154 +10%