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The Mosaic Company

586 hedge funds and large institutions have $8.74B invested in The Mosaic Company in 2018 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 179 increasing their positions, 219 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 76

13% more call options, than puts

Call options by funds: $150M | Put options by funds: $133M

8% more funds holding

Funds holding: 544586 (+42)

1.34% more ownership

Funds ownership: 77.18%78.52% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

10% less capital invested

Capital invested by funds: $9.66B → $8.74B (-$919M)

18% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 219

Holders
586
Holders Change
+42
Holders Change %
+7.72%
% of All Funds
13.06%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
124
Increased
179
Reduced
219
Closed
76
Calls
$150M
Puts
$133M
Net Calls
+$17.9M
Net Calls Change
+$341K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
551
Valeo Financial Advisors
Indiana
$3K -$3.65K -111 -53%
FC
552
Ferris Capital
Massachusetts
$3K
FANJ
553
Financial Architects (New Jersey)
New Jersey
$3K
PCP
554
Proficio Capital Partners
Massachusetts
$3K
SIS
555
Sound Income Strategies
Florida
$3K
TF
556
Tompkins Financial
New York
$3K
CFA
557
Clarfeld Financial Advisors
New York
$3K +$2.8K +85 New
FTI
558
Fiduciary Trust International
Massachusetts
$3K +$3.13K +95 New
RA
559
Rational Advisors
New York
$2K -$2.5M -75,927 -100%
NIM
560
NuWave Investment Management
New Jersey
$2K -$6.98K -212 -80%
HI
561
Hudock Inc
Pennsylvania
$2K
OC
562
Oakworth Capital
Alabama
$2K
TFO
563
Tarbox Family Office
California
$2K
HR
564
Howe & Rusling
New York
$2K +$197 +6 +9%
SFSIG
565
San Francisco Sentry Investment Group
California
$2K +$625 +19 +43%
FRA
566
Front Row Advisors
California
$2K +$1.81K +55 New
TWA
567
TCI Wealth Advisors
Arizona
$2K +$1.88K +57 +570%
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.3K +70 New
NA
569
NewEdge Advisors
Louisiana
$1.13K +$217K +6,586 +20%
AC
570
Avestar Capital
New York
$1K
CFA
571
Carroll Financial Associates
North Carolina
$1K
DOA
572
D'Orazio & Associates
Virginia
$1K
GWS
573
Glassman Wealth Services
Virginia
$1K
GRP
574
Global Retirement Partners
California
$1K
YWP
575
YorkBridge Wealth Partners
New York
$1K