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The Mosaic Company

643 hedge funds and large institutions have $7.77B invested in The Mosaic Company in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 249 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 83.78%83.7% (-0.08%)

4% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 79

8% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 249

2% less funds holding

Funds holding: 654643 (-11)

11% less capital invested

Capital invested by funds: $8.75B → $7.77B (-$976M)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $243M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
643
Holders Change
-11
Holders Change %
-1.68%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
76
Increased
230
Reduced
249
Closed
79
Calls
$178M
Puts
$243M
Net Calls
-$65.5M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
526
Armstrong Advisory Group
Massachusetts
$25.4K +$26.5K +878 New
FCA
527
FinTrust Capital Advisors
South Carolina
$24.2K -$10.5K -348 -29%
DIP
528
DT Investment Partners
Pennsylvania
$21.9K
FDCP
529
Foster Dykema Cabot & Partners
Massachusetts
$21.7K
QC
530
Quent Capital
New York
$21.6K -$26.4K -877 -54%
O
531
Ossiam
France
$20.4K +$2.11K +70 +11%
ME
532
McIlrath & Eck
Washington
$20K +$20.9K +693 New
IA
533
IFP Advisors
Florida
$19.7K -$397K -13,181 -95%
CH
534
Cromwell Holdings
Wyoming
$19K +$19.8K +658 New
TFIPS
535
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.9K
IC
536
Innealta Capital
Texas
$17.1K +$17.8K +592 New
CAL
537
Capital Advisors Ltd
Ohio
$17K -$2.14K -71 -11%
GRP
538
Global Retirement Partners
California
$15.9K +$10.7K +356 +184%
JWM
539
Janiczek Wealth Management
Colorado
$15.8K -$5.88K -195 -26%
PTC
540
Private Trust Company
Ohio
$15.5K +$271 +9 +2%
FHA
541
First Horizon Advisors
Tennessee
$14.7K +$3.28K +109 +27%
JFA
542
JNBA Financial Advisors
Minnesota
$14.4K
HI
543
Harbour Investments
Wisconsin
$14.3K -$4.49K -149 -23%
JWA
544
JFS Wealth Advisors
Pennsylvania
$14K +$1.99K +66 +16%
EC
545
Elequin Capital
New York
$13.9K +$14.5K +481 New
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$13.8K +$1.72K +57 +14%
SWM
547
Spire Wealth Management
Virginia
$13.6K -$63.2K -2,098 -82%
LS
548
Livforsakringsbolaget Skandia
Sweden
$13.6K
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$12.9K +$6.03K +200 +81%
CJ
550
Caitlin John
Michigan
$12.4K +$30 +1 +0.2%