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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
CW
601
CreativeOne Wealth
Kansas
$374K +$281K +5,621 New
IAIM
602
International Assets Investment Management
Florida
$371K +$279K +5,582 New
FFN
603
Focus Financial Network
Minnesota
$370K +$278K +5,560 New
BAM
604
Blueshift Asset Management
New Jersey
$363K -$514K -10,282 -65%
CCM
605
Coldstream Capital Management
Washington
$363K +$273K +5,454 New
JGUA
606
John G. Ullman & Associates
New York
$359K +$7.8K +156 +3%
FTDI
607
First Trust Direct Indexing
Massachusetts
$359K +$270K +5,403 New
IAMOG
608
Investors Asset Management of Georgia
Georgia
$356K -$210K -4,199 -44%
SC
609
Schulhoff & Co
Ohio
$356K
KA
610
Keene & Associates
Texas
$354K -$159K -3,181 -37%
DWT
611
Dorsey & Whitney Trust
South Dakota
$354K -$6.9K -138 -3%
RIA
612
Regal Investment Advisors
Michigan
$353K -$97.5K -1,950 -27%
PFG
613
PAX Financial Group
Texas
$348K +$262K +5,237 New
WS
614
Wedbush Securities
California
$342K +$257K +5,136 New
RWM
615
Ritholtz Wealth Management
New York
$342K +$257K +5,147 New
CA
616
Calton & Associates
Florida
$340K +$256K +5,120 New
TPM
617
Triasima Portfolio Management
Quebec, Canada
$340K +$256K +5,120 New
AIP
618
Almanack Investment Partners
Pennsylvania
$339K +$255K +5,097 New
EDRIA
619
Edmonds Duncan Registered Investment Advisors
Kansas
$339K +$255K +5,104 New
RWA
620
Redhawk Wealth Advisors
Minnesota
$338K +$254K +5,085 New
TMAM
621
Tokio Marine Asset Management
Japan
$331K +$249K +4,975 New
LGF
622
LGT Group Foundation
Liechtenstein
$329K -$2.03M -40,500 -89%
EAM
623
Erste Asset Management
Austria
$328K +$250K +5,000 New
AS
624
Altshuler Shaham
Israel
$325K +$28.4K +567 +13%
AIC
625
Ayalon Insurance Company
Israel
$319K