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The Mosaic Company

659 hedge funds and large institutions have $9.79B invested in The Mosaic Company in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 227 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less call options, than puts

Call options by funds: $346M | Put options by funds: $348M

2% less capital invested

Capital invested by funds: $10B → $9.79B (-$238M)

2% less funds holding

Funds holding: 673659 (-14)

3.52% less ownership

Funds ownership: 86.05%82.52% (-3.5%)

12% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 78

12% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 259

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
659
Holders Change
-14
Holders Change %
-2.08%
% of All Funds
10.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
69
Increased
227
Reduced
259
Closed
78
Calls
$346M
Puts
$348M
Net Calls
-$1.67M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
601
Richard W. Paul & Associates
Michigan
$8.19K
Loomis, Sayles & Company
602
Loomis, Sayles & Company
Massachusetts
$8K +$4.49K +117 +101%
OP
603
ORG Partners
Indiana
$7.83K +$2.69K +70 +47%
GIA
604
GHP Investment Advisors
Colorado
$7.78K +$6.45K +168 +365%
CWP
605
Concord Wealth Partners
Virginia
$7.51K +$8.1K +211 New
UIA
606
Ulland Investment Advisors
Minnesota
$7K
AWM
607
Avior Wealth Management
Nebraska
$6.91K +$7.44K +194 New
SFG
608
Steward Financial Group
Texas
$6K +$6.71K +175 New
AAP
609
Arax Advisory Partners
Colorado
$5.99K +$3.88K +101 +151%
BC
610
Belmont Capital
California
$5.8K
EWM
611
Evermay Wealth Management
Virginia
$5.34K
BAAM
612
Baker Avenue Asset Management
California
$5.14K +$4.68K +122 +555%
WOC
613
West Oak Capital
California
$5K
GKIM
614
GW&K Investment Management
Massachusetts
$5K +$1.3K +34 +35%
HCM
615
Highlander Capital Management
New Jersey
$5K +$5.06K +132 New
MRCM
616
M&R Capital Management
New Jersey
$4.98K
SWA
617
Sutton Wealth Advisors
Florida
$4.77K -$153 -4 -3%
IBOK
618
Independence Bank of Kentucky
Kentucky
$4.09K
AW
619
Avion Wealth
Texas
$4K
ST
620
Smithfield Trust
Pennsylvania
$4K
CCP
621
Carmel Capital Partners
California
$3.92K +$4.22K +110 New
BBHC
622
Brown Brothers Harriman & Co
New York
$3.74K
Legacy Financial Group (Iowa)
623
Legacy Financial Group (Iowa)
Iowa
$3.56K +$3.84K +100 New
NF
624
Norwood Financial
Pennsylvania
$3.56K
AGWCA
625
Annis Gardner Whiting Capital Advisors
Florida
$3.13K +$3.38K +88 New