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The Mosaic Company

654 hedge funds and large institutions have $8.75B invested in The Mosaic Company in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 243 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 243

0.98% less ownership

Funds ownership: 84.76%83.78% (-0.98%)

4% less funds holding

Funds holding: 681654 (-27)

12% less capital invested

Capital invested by funds: $9.91B → $8.75B (-$1.17B)

20% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 94

38% less call options, than puts

Call options by funds: $169M | Put options by funds: $274M

Holders
654
Holders Change
-27
Holders Change %
-3.96%
% of All Funds
9.42%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
75
Increased
258
Reduced
243
Closed
94
Calls
$169M
Puts
$274M
Net Calls
-$105M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
601
Gold Investment Management
Alberta, Canada
$4.74K +$1.66K +52 +55%
PWMG
602
Private Wealth Management Group
New Jersey
$4.35K -$1.82K -57 -30%
SWS
603
SYSTM Wealth Solutions
Illinois
$4.32K +$2.55K +80 +151%
TH
604
TCTC Holdings
Texas
$4.22K +$4.14K +130 New
CFD
605
Creative Financial Designs
Indiana
$4.12K -$4.08K -128 -50%
AW
606
Avion Wealth
Texas
$4K -$446 -14 -12%
ST
607
Smithfield Trust
Pennsylvania
$4K
GEA
608
Glen Eagle Advisors
New Jersey
$3.86K -$12.7K -400 -77%
PB
609
Pinnacle Bancorp
Nebraska
$3.83K +$2.04K +64 +119%
First Manhattan
610
First Manhattan
New York
$3.47K
NF
611
Norwood Financial
Pennsylvania
$3.25K
HIA
612
Harbor Investment Advisory
Maryland
$3.13K -$53.9K -1,692 -95%
AAP
613
Arax Advisory Partners
Colorado
$2.64K -$1.91K -60 -43%
HWM
614
HighMark Wealth Management
Minnesota
$2.62K +$32 +1 +1%
WTC
615
WhitTier Trust Company
Nevada
$2.34K
RCM
616
Raleigh Capital Management
North Carolina
$2.27K +$1.27K +40 +133%
WWP
617
WR Wealth Planners
Missouri
$2.08K +$2.04K +64 New
GKIM
618
GW&K Investment Management
Massachusetts
$2K -$3.15K -99 -67%
ADL
619
Asset Dedication LLC
California
$2K
NSIM
620
North Star Investment Management
Illinois
$1.79K
SHIM
621
Stone House Investment Management
Pennsylvania
$1.63K +$1.59K +50 New
SIC
622
SJS Investment Consulting
Ohio
$1.62K -$191 -6 -11%
KFI
623
Key Financial Inc
Pennsylvania
$1.59K
VWA
624
Valued Wealth Advisors
Utah
$1.58K -$1.08K -34 -41%
PWMG
625
Prestige Wealth Management Group
New Jersey
$1.56K +$446 +14 +41%