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The Mosaic Company

650 hedge funds and large institutions have $8.71B invested in The Mosaic Company in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 256 increasing their positions, 242 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-28
Holders Change %
-4.13%
% 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
74
Increased
256
Reduced
242
Closed
94
Calls
$169M
Puts
$274M
Net Calls
-$105M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$153K -$122K -3,747 -44%
JWM
502
Jupiter Wealth Management
Colorado
$148K
TWC
503
TD Waterhouse Canada
Ontario, Canada
$146K -$301K -9,377 -67%
PA
504
Parallel Advisors
California
$139K -$9.84K -303 -7%
NFSG
505
Newbridge Financial Services Group
Florida
$127K +$64.9K +2,000 +105%
AIP
506
Ameritas Investment Partners
Nebraska
$124K
UB
507
UMB Bank
Missouri
$123K
LWCFA
508
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92.2K
SWM
509
Spire Wealth Management
Virginia
$83.4K -$8.6K -265 -9%
CWM
510
Compass Wealth Management
Connecticut
$81.2K
GCM
511
Gladius Capital Management
Illinois
$81K -$36.3K -1,117 -31%
SAM
512
Smartleaf Asset Management
Massachusetts
$74.6K +$63.3K +1,978 +560%
GI
513
GAMMA Investing
California
$74.3K -$21.1K -649 -22%
Fuller & Thaler Asset Management
514
Fuller & Thaler Asset Management
California
$73K -$56.6K -1,745 -44%
QCG
515
Quadrant Capital Group
Ohio
$69K +$12.3K +378 +22%
CCC
516
Chelsea Counsel Company
California
$68K -$5.68K -175 -8%
S
517
SignatureFD
Georgia
$67.3K -$49.7K -1,531 -42%
SIM
518
Sentry Investment Management
Wisconsin
$57K
FFA
519
Farther Finance Advisors
California
$54.4K +$7.01K +216 +15%
LC
520
Lindbrook Capital
California
$53.6K -$19.2K -593 -26%
QC
521
Quent Capital
New York
$52.8K +$5K +154 +10%
CFO
522
CVA Family Office
Colorado
$51.9K -$20K -615 -28%
CFB
523
Cullen/Frost Bankers
Texas
$48.7K
PK
524
Pflug Koory
Nebraska
$48.2K
TPCW
525
TD Private Client Wealth
New York
$46.4K +$13.9K +427 +43%