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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
SSB
626
Sandy Spring Bank
Maryland
$1.45K +$32 +1 +2%
AWM
627
Abound Wealth Management
Tennessee
$1.4K
S
628
Sachetta
Massachusetts
$1.4K
BL
629
BFSG LLC
California
$1.25K
TCOV
630
Trust Company of Vermont
Vermont
$1.23K
CA
631
Continuum Advisory
Idaho
$1.2K +$1.27K +40 New
BGAI
632
Bruce G. Allen Investments
Colorado
$1.14K -$414 -13 -27%
SIS
633
Sound Income Strategies
Florida
$1.14K
DF
634
Dunhill Financial
United Kingdom
$1.1K +$191 +6 +21%
HFS
635
Horizon Financial Services
North Carolina
$1.01K +$987 +31 New
VNA
636
Valley National Advisers
Pennsylvania
$1K -$701 -22 -34%
DMIC
637
Dixon Mitchell Investment Counsel
British Columbia, Canada
$974 +$956 +30 New
DPW
638
DiNuzzo Private Wealth
Pennsylvania
$942 -$96 -3 -9%
GWSA
639
Global Wealth Strategies & Associates
Colorado
$941
CTA
640
Colonial Trust Advisors
South Carolina
$812 -$892 -28 -53%
KWAG
641
Kiely Wealth Advisory Group
North Carolina
$769 +$796 +25 New
ECM
642
Everence Capital Management
Indiana
$737 +$401K +12,590 +125%
CWC
643
Carolinas Wealth Consulting
North Carolina
$714
CPG
644
Cornerstone Planning Group
New Jersey
$603 +$669 +21 New
TWD
645
True Wealth Design
Ohio
$552 +$223 +7 +70%
AGWCA
646
Annis Gardner Whiting Capital Advisors
Florida
$358 +$350 +11 New
TWP
647
TFO Wealth Partners
Ohio
$325
BIM
648
Breakwater Investment Management
Washington
$260 +$255 +8 New
GI
649
Gradient Investments
Minnesota
$162 -$1.24K -39 -89%
NL
650
NVWM LLC
Pennsylvania
$162 +$159 +5 New