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The Mosaic Company

595 hedge funds and large institutions have $9.08B invested in The Mosaic Company in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 194 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

24% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 194

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% more funds holding

Funds holding: 572595 (+23)

2% more capital invested

Capital invested by funds: $8.89B → $9.08B (+$188M)

1% more call options, than puts

Call options by funds: $276M | Put options by funds: $274M

0.68% more ownership

Funds ownership: 74.38%75.05% (+0.68%)

Holders
595
Holders Change
+23
Holders Change %
+4.02%
% of All Funds
10.36%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
80
Increased
240
Reduced
194
Closed
53
Calls
$276M
Puts
$274M
Net Calls
+$2.3M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
551
Lenox Wealth Advisors
New York
$10K +$34 +1 +0.3%
CPWM
552
Cypress Point Wealth Management
Texas
$10K +$10.2K +300 New
EWM
553
Endurance Wealth Management
Rhode Island
$9K
TWA
554
TCI Wealth Advisors
Arizona
$9K
GWS
555
Glassman Wealth Services
Virginia
$9K +$1.46K +43 +17%
BWA
556
BDO Wealth Advisors
Florida
$7K
RIM
557
Rockbridge Investment Management
New York
$7K
FCA
558
FinTrust Capital Advisors
South Carolina
$6K -$780K -23,000 -99%
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$6K
HCM
560
Highlander Capital Management
New Jersey
$6K
TFO
561
Tarbox Family Office
California
$6K
PMFA
562
Plante Moran Financial Advisors
Michigan
$6K +$6.78K +200 New
SWA
563
SOA Wealth Advisors
New York
$5K -$3.26K -96 -35%
CFO
564
CVA Family Office
Colorado
$5K
RA
565
Resolute Advisors
California
$5K
SWA
566
Sutton Wealth Advisors
Florida
$4.4K
BCWM
567
Bartlett & Co Wealth Management
Ohio
$4.18K
BC
568
Bartlett & Co
Ohio
$4K
WTC
569
WhitTier Trust Company
Nevada
$4K
AIG
570
American International Group
New York
$3.36K -$25.9K -764 -0.7%
1IA
571
1834 Investment Advisors
Wisconsin
$3K -$2.71K -80 -44%
SIS
572
Sound Income Strategies
Florida
$3K
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.27K +67 +335%
AW
574
Avion Wealth
Texas
$3K +$3.39K +100 New
PFA
575
Professional Financial Advisors
Nebraska
$3K +$3.56K +105 New