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The Mosaic Company

643 hedge funds and large institutions have $7.77B invested in The Mosaic Company in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 249 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 83.78%83.7% (-0.08%)

4% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 79

8% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 249

2% less funds holding

Funds holding: 654643 (-11)

11% less capital invested

Capital invested by funds: $8.75B → $7.77B (-$976M)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $243M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
643
Holders Change
-11
Holders Change %
-1.68%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
76
Increased
230
Reduced
249
Closed
79
Calls
$178M
Puts
$243M
Net Calls
-$65.5M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
601
Red Tortoise LLC
Georgia
$2.05K +$2.14K +71 New
VNA
602
Valley National Advisers
Pennsylvania
$2K +$1.36K +45 +105%
SIC
603
SJS Investment Consulting
Ohio
$1.76K +$331 +11 +22%
AWM
604
Avior Wealth Management
Nebraska
$1.53K -$10.4K -344 -87%
FLPIM
605
F.L. Putnam Investment Management
Massachusetts
$1.45K +$1.51K +50 New
KFI
606
Key Financial Inc
Pennsylvania
$1.42K
AAP
607
Arax Advisory Partners
Colorado
$1.39K -$994 -33 -41%
SSB
608
Sandy Spring Bank
Maryland
$1.3K
VWA
609
Valued Wealth Advisors
Utah
$1.29K -$121 -4 -8%
AWM
610
Abound Wealth Management
Tennessee
$1.24K
MA
611
MCF Advisors
Kentucky
$1.24K +$1.3K +43 New
DPW
612
DiNuzzo Private Wealth
Pennsylvania
$1.21K +$392 +13 +45%
CA
613
Continuum Advisory
Idaho
$1.16K
BGAI
614
Bruce G. Allen Investments
Colorado
$1.16K +$151 +5 +14%
BL
615
BFSG LLC
California
$1.11K
TCOV
616
Trust Company of Vermont
Vermont
$1.1K
HIA
617
Harbor Investment Advisory
Maryland
$1.06K -$1.78K -59 -61%
SIS
618
Sound Income Strategies
Florida
$1.01K
PCM
619
Penserra Capital Management
California
$1K +$90 +3 +17%
CPG
620
Cornerstone Planning Group
New Jersey
$955 +$452 +15 +71%
WIA
621
Wetzel Investment Advisors
Indiana
$941 -$5.48K -182 -86%
NSIM
622
North Star Investment Management
Illinois
$908 -$723 -24 -44%
HFS
623
Horizon Financial Services
North Carolina
$896
RCM
624
Raleigh Capital Management
North Carolina
$867 -$1.21K -40 -57%
GWSA
625
Global Wealth Strategies & Associates
Colorado
$838