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The Mosaic Company

829 hedge funds and large institutions have $20.5B invested in The Mosaic Company in 2022 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 230 increasing their positions, 297 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 75

70% more capital invested

Capital invested by funds: $12.1B → $20.5B (+$8.42B)

22% more funds holding

Funds holding: 679829 (+150)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

2.5% more ownership

Funds ownership: 81.46%83.96% (+2.5%)

16% less call options, than puts

Call options by funds: $959M | Put options by funds: $1.14B

23% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 297

Holders
829
Holders Change
+150
Holders Change %
+22.09%
% of All Funds
13.08%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.44%
New
235
Increased
230
Reduced
297
Closed
75
Calls
$959M
Puts
$1.14B
Net Calls
-$182M
Net Calls Change
-$774M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
551
TRUE Private Wealth Advisors
Oregon
$558K
MA
552
Mutual Advisors
Nebraska
$552K -$56.7K -1,134 -12%
CIM
553
Confluence Investment Management
Missouri
$546K +$21.7K +433 +6%
CWA
554
Carolina Wealth Advisors
South Carolina
$545K +$35.1K +701 +9%
Mercer Global Advisors
555
Mercer Global Advisors
Colorado
$545K +$38.1K +761 +10%
IC
556
IEQ Capital
California
$530K +$43.3K +866 +12%
SC
557
Scotia Capital
Ontario, Canada
$528K +$397K +7,947 New
CIM
558
CIM Investment Management
Pennsylvania
$527K -$445K -8,906 -53%
CAG
559
Csenge Advisory Group
Florida
$515K -$71.1K -1,421 -16%
CWM
560
CCG Wealth Management
California
$515K -$1.25K -25 -0.3%
CANY
561
Caxton Associates (New York)
New York
$514K +$387K +7,730 New
HBT
562
Heartland Bank & Trust
Illinois
$509K -$58.3K -1,165 -13%
TWM
563
TriaGen Wealth Management
California
$501K +$377K +7,531 New
MC
564
Moors & Cabot
Massachusetts
$500K -$1.13M -22,564 -75%
CCP
565
Corient Capital Partners
California
$490K +$46.5K +929 +14%
EI
566
Ethic Inc
New York
$475K +$66.2K +1,323 +23%
Bessemer Group
567
Bessemer Group
New Jersey
$472K +$21.9K +437 +7%
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$467K +$264K +5,281 +303%
AIM
569
Aquila Investment Management
New York
$466K +$350K +7,000 New
CHAM
570
Clear Harbor Asset Management
Connecticut
$462K
CFB
571
Cullen/Frost Bankers
Texas
$459K
EF
572
Empirical Finance
Pennsylvania
$445K +$38.6K +771 +13%
BAM
573
Belpointe Asset Management
Nevada
$441K +$169K +3,379 +104%
BCM
574
Brookstone Capital Management
Illinois
$440K +$298K +5,955 New
HC
575
Hourglass Capital
Texas
$439K +$330K +6,600 New