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The Mosaic Company

572 hedge funds and large institutions have $8.89B invested in The Mosaic Company in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 188 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 56

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

86% more call options, than puts

Call options by funds: $282M | Put options by funds: $151M

39% more capital invested

Capital invested by funds: $6.41B → $8.89B (+$2.48B)

13% more funds holding

Funds holding: 505572 (+67)

1.15% more ownership

Funds ownership: 73.23%74.38% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 189

Holders
572
Holders Change
+67
Holders Change %
+13.27%
% of All Funds
10.04%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
125
Increased
188
Reduced
189
Closed
56
Calls
$282M
Puts
$151M
Net Calls
+$130M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
SOA Wealth Advisors
New York
$8K +$295 +10 +4%
GWS
527
Glassman Wealth Services
Virginia
$8K +$501 +17 +7%
RIM
528
Rockbridge Investment Management
New York
$7K
BWA
529
BDO Wealth Advisors
Florida
$7K +$6.63K +225 New
1IA
530
1834 Investment Advisors
Wisconsin
$6K -$11.6K -395 -69%
SFS
531
Sowell Financial Services
Arkansas
$6K -$29 -1 -0.6%
SLF
532
Sun Life Financial
Ontario, Canada
$6K -$29 -1 -0.5%
APWA
533
Atlas Private Wealth Advisors
New Jersey
$6K
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$6K
HCM
535
Highlander Capital Management
New Jersey
$6K
TFO
536
Tarbox Family Office
California
$6K
CFO
537
CVA Family Office
Colorado
$5K +$4.57K +155 New
WWMSC
538
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$4.72K +160 New
RA
539
Resolute Advisors
California
$5K +$4.78K +162 New
SWA
540
Sutton Wealth Advisors
Florida
$4.36K
BCWM
541
Bartlett & Co Wealth Management
Ohio
$4.14K
CFGS
542
Concourse Financial Group Securities
Alabama
$4K -$10.6K -360 -75%
BC
543
Bartlett & Co
Ohio
$4K
ST
544
Smithfield Trust
Pennsylvania
$4K
WTC
545
WhitTier Trust Company
Nevada
$4K
AIG
546
American International Group
New York
$3.36K -$97.1K -3,292 -3%
SIS
547
Sound Income Strategies
Florida
$3.16K -$413 -14 -12%
SFSIG
548
San Francisco Sentry Investment Group
California
$3K
Nisa Investment Advisors
549
Nisa Investment Advisors
Missouri
$2.94K -$11.8K -400 -0.4%
AIC
550
Ameritas Investment Company
Nebraska
$2.28K +$2.12K +72 New