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The Mosaic Company

681 hedge funds and large institutions have $9.91B invested in The Mosaic Company in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 201 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 72

3% more funds holding

Funds holding: 659681 (+22)

2.23% more ownership

Funds ownership: 82.52%84.76% (+2.2%)

1% more capital invested

Capital invested by funds: $9.79B → $9.91B (+$124M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $291M | Put options by funds: $293M

28% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 280

Holders
681
Holders Change
+22
Holders Change %
+3.34%
% of All Funds
9.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
107
Increased
201
Reduced
280
Closed
72
Calls
$291M
Puts
$293M
Net Calls
-$1.66M
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
576
Capital Advisors Ltd
Ohio
$22K +$706 +20 +3%
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$20.5K -$50.4K -1,427 -71%
AF
578
Allworth Financial
California
$20.2K +$848 +24 +4%
PTC
579
Private Trust Company
Ohio
$19.6K -$2.75K -78 -12%
WPWM
580
Western Pacific Wealth Management
Illinois
$19.3K -$7.06K -200 -27%
DGAM
581
Desjardins Global Asset Management
Quebec, Canada
$18.8K +$212 +6 +1%
GEA
582
Glen Eagle Advisors
New Jersey
$18.5K -$2.23K -63 -11%
C
583
Covestor
United Kingdom
$18K -$2.83K -80 -14%
JFA
584
JNBA Financial Advisors
Minnesota
$17.9K
LS
585
Livforsakringsbolaget Skandia
Sweden
$16.8K
GWS
586
Glassman Wealth Services
Virginia
$16.6K -$848 -24 -5%
PS
587
Principal Securities
Iowa
$16.4K +$16.2K +460 New
CSB
588
City State Bank
Iowa
$16K
RIL
589
Rothschild Investment LLC
Illinois
$15.9K +$15.8K +446 New
JWA
590
JFS Wealth Advisors
Pennsylvania
$15.8K -$4.27K -121 -21%
FMP
591
Financial Management Professionals
Texas
$14K -$2.15K -61 -13%
SAM
592
Smartleaf Asset Management
Massachusetts
$12.7K +$12.5K +353 New
FCAS
593
First Command Advisory Services
Texas
$11.6K
POIA
594
Pin Oak Investment Advisors
Texas
$11K
ZB
595
Zions Bancorporation
Utah
$10.9K -$3K -85 -22%
MCM
596
MV Capital Management
Maryland
$9.86K -$25.1K -711 -72%
MRC
597
Millburn Ridgefield Corp
New York
$9.68K -$212 -6 -2%
HCM
598
Hollencrest Capital Management
California
$9.12K +$35 +1 +0.4%
AA
599
Addison Advisors
Vermont
$9.11K
CFD
600
Creative Financial Designs
Indiana
$9.11K