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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
IGWM
601
ICA Group Wealth Management
Colorado
$9.08K +$8.97K +254 New
AT
602
Avalon Trust
New Mexico
$8.96K
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$8.82K
NSG
604
Nalls Sherbakoff Group
Tennessee
$8.47K
RWPA
605
Richard W. Paul & Associates
Michigan
$8.22K
GRP
606
Global Retirement Partners
California
$8.14K -$22.6K -641 -72%
AEPWM
607
Atlantic Edge Private Wealth Management
Florida
$8.04K +$7.95K +225 New
Loomis, Sayles & Company
608
Loomis, Sayles & Company
Massachusetts
$8K +$35 +1 +0.4%
BIA
609
Bell Investment Advisors
California
$7.65K -$777 -22 -9%
CJ
610
Caitlin John
Michigan
$7.52K +$7.42K +210 New
UIA
611
Ulland Investment Advisors
Minnesota
$7K
PWMG
612
Private Wealth Management Group
New Jersey
$6.83K +$6.75K +191 New
CAS
613
Coppell Advisory Solutions
Texas
$6.54K -$600 -17 -9%
BMC
614
Bear Mountain Capital
Washington
$6.47K +$7.06K +200 New
ACA
615
Atlas Capital Advisors
Wyoming
$6.36K -$5.69K -161 -47%
LF
616
Lee Financial
Texas
$6K +$3.71K +105 +167%
BC
617
Belmont Capital
California
$5.82K
FFO
618
Fortitude Family Office
Arizona
$5.5K +$5.44K +154 New
EWM
619
Evermay Wealth Management
Virginia
$5.36K
AAP
620
Arax Advisory Partners
Colorado
$5.06K -$954 -27 -16%
SIS
621
Strategic Investment Solutions
Illinois
$5K -$307K -8,680 -98%
OP
622
ORG Partners
Indiana
$5K -$2.83K -80 -36%
MRCM
623
M&R Capital Management
New Jersey
$5K
WOC
624
West Oak Capital
California
$5K
GKIM
625
GW&K Investment Management
Massachusetts
$5K +$530 +15 +11%