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The Mosaic Company

673 hedge funds and large institutions have $10B invested in The Mosaic Company in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 226 increasing their positions, 266 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $352M | Put options by funds: $342M

2.54% less ownership

Funds ownership: 88.59%86.05% (-2.5%)

6% less funds holding

Funds holding: 718673 (-45)

15% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 266

27% less capital invested

Capital invested by funds: $13.6B → $10B (-$3.62B)

33% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 125

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
673
Holders Change
-45
Holders Change %
-6.27%
% of All Funds
10.57%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
84
Increased
226
Reduced
266
Closed
125
Calls
$352M
Puts
$342M
Net Calls
+$10.7M
Net Calls Change
-$47M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
626
WealthPLAN Partners
Nebraska
$4.42K
CWC
627
Carolinas Wealth Consulting
North Carolina
$4.27K +$3.86K +100 +455%
IBOK
628
Independence Bank of Kentucky
Kentucky
$4.03K +$4.44K +115 New
BAM
629
Byrne Asset Management
New Jersey
$4K -$15.5K -400 -80%
Loomis, Sayles & Company
630
Loomis, Sayles & Company
Massachusetts
$4K -$4.29K -111 -49%
ST
631
Smithfield Trust
Pennsylvania
$4K
AW
632
Avion Wealth
Texas
$4K +$4.95K +128 New
BBHC
633
Brown Brothers Harriman & Co
New York
$3.67K -$3.21K -83 -44%
CAS
634
Coppell Advisory Solutions
Texas
$3.65K +$4.06K +105 New
NF
635
Norwood Financial
Pennsylvania
$3.5K
GKIM
636
GW&K Investment Management
Massachusetts
$3K +$3.79K +98 New
HWM
637
HighMark Wealth Management
Minnesota
$2.78K
ANBT
638
American National Bank & Trust
Texas
$2.45K +$2.71K +70 New
AAP
639
Arax Advisory Partners
Colorado
$2.35K +$734 +19 +40%
LF
640
Lee Financial
Texas
$2.21K
SIC
641
SJS Investment Consulting
Ohio
$2K +$348 +9 +19%
HT
642
Headlands Technologies
Illinois
$1.93K +$2.13K +55 New
HPC
643
HM Payson & Co
Maine
$1.93K +$2.13K +55 New
GIA
644
GHP Investment Advisors
Colorado
$1.92K -$1.7K -44 -49%
DI
645
Disciplined Investments
Oklahoma
$1.89K -$271 -7 -11%
PB
646
Pinnacle Bancorp
Nebraska
$1.89K
CTA
647
Colonial Trust Advisors
South Carolina
$1.85K
KFI
648
Key Financial Inc
Pennsylvania
$1.72K +$1.89K +49 New
CFGS
649
Concourse Financial Group Securities
Alabama
$1.54K
GI
650
Gradient Investments
Minnesota
$1.54K +$1.51K +39 +780%