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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
CFO
526
CVA Family Office
Colorado
$51.9K -$19.6K -615 -28%
CFB
527
Cullen/Frost Bankers
Texas
$48.7K
PK
528
Pflug Koory
Nebraska
$48.2K
TPCW
529
TD Private Client Wealth
New York
$46.4K +$13.6K +427 +43%
AF
530
Advisornet Financial
Minnesota
$46.1K -$37K -1,163 -45%
VWM
531
Venturi Wealth Management
Texas
$45.5K +$2.23K +70 +5%
HNB
532
Huntington National Bank
Ohio
$45.3K +$5.76K +181 +15%
MG
533
Mather Group
Illinois
$40.1K +$35.7K +1,121 New
UID
534
Union Investments & Development
Israel
$39K
FCA
535
FinTrust Capital Advisors
South Carolina
$38.5K -$483K -15,152 -93%
NS
536
NBC Securities
Alabama
$35K -$5.1K -160 -13%
GJWM
537
Gilliland Jeter Wealth Management
Arkansas
$32.5K -$190K -5,950 -86%
AA
538
AlphaMark Advisors
Kentucky
$32K
DMBA
539
Deseret Mutual Benefit Administrators
Utah
$31.5K +$8.47K +266 +38%
CAM
540
Creekmur Asset Management
Illinois
$30.9K -$54.7K -1,717 -64%
PIM
541
Plato Investment Management
Australia
$29.8K
CA
542
CoreCap Advisors
Michigan
$28.7K +$28.2K +884 New
BTI
543
Blue Trust Inc
Georgia
$28.5K -$3.76K -118 -12%
CIBC Private Wealth Group
544
CIBC Private Wealth Group
Georgia
$26.3K +$25.8K +810 New
AS
545
Altshuler Shaham
Israel
$26K -$12.6K -395 -33%
DA
546
Denali Advisors
California
$26K -$828 -26 -3%
HCM
547
Highlander Capital Management
New Jersey
$26K +$21.3K +670 +515%
OPTFSNA
548
Old Point Trust & Financial Services N A
Virginia
$26K +$25.5K +800 New
DIP
549
DT Investment Partners
Pennsylvania
$24.6K
FDCP
550
Foster Dykema Cabot & Partners
Massachusetts
$24.3K