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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
SWM
576
Spire Wealth Management
Virginia
$438K -$714K -14,272 -68%
Creative Planning
577
Creative Planning
Kansas
$438K +$2.3K +46 +0.7%
TAM
578
Tocqueville Asset Management
New York
$432K -$128K -2,550 -28%
AAS
579
Ameritas Advisory Services
Nebraska
$426K -$151K -3,029 -32%
CI
580
Cigna Investments
Connecticut
$426K -$92.5K -1,849 -22%
FVCM
581
F&V Capital Management
Florida
$426K +$320K +6,400 New
AFP
582
Ausdal Financial Partners
Iowa
$423K +$318K +6,360 New
FB
583
Fulton Bank
Pennsylvania
$422K -$80.9K -1,618 -20%
IA
584
IndexIQ Advisors
New York
$420K -$12.2K -243 -4%
CA
585
Centerpoint Advisors
Massachusetts
$419K -$100K -2,000 -24%
BAM
586
Byrne Asset Management
New Jersey
$418K +$290K +5,793 +1,159%
GL
587
Graypoint LLC
New York
$417K +$313K +6,266 New
PFS
588
Prospera Financial Services
Texas
$412K +$310K +6,193 New
SW
589
SVB Wealth
Massachusetts
$406K +$305K +6,102 New
AWA
590
Aaron Wealth Advisors
Illinois
$406K +$1.35M +26,999 New
DWM
591
Dorchester Wealth Management
Quebec, Canada
$399K -$218K -4,350 -48%
JGGDR
592
JGP Global Gestao de Recursos
Brazil
$395K -$18.3K -365 -6%
VVP
593
Venture Visionary Partners
Ohio
$392K -$532K -10,647 -64%
IRF
594
IBM Retirement Fund
New York
$392K -$14.7K -294 -5%
VI
595
Vestcor Inc
New Brunswick, Canada
$390K -$1.21M -24,171 -80%
MGP
596
Metis Global Partners
California
$390K +$293K +5,864 New
MC
597
Machina Capital
France
$380K -$9.2K -184 -3%
KPWS
598
Kestra Private Wealth Services
Texas
$379K +$285K +5,694 New
GP
599
Geneva Partners
Wisconsin
$379K +$285K +5,705 New
Verition Fund Management
600
Verition Fund Management
Connecticut
$377K -$11.8K -236 -4%