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The Mosaic Company
MOS

Overview Fund Activity

650 hedge funds and large institutions have $8.71B invested in The Mosaic Company in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 256 increasing their positions, 242 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-28
Holders Change %
-4.13%
% 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
74
Increased
256
Reduced
242
Closed
94
Calls
$169M
Puts
$274M
Net Calls
-$105M
Net Calls Change
-$103M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$347M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$75.4M
4
Squarepoint
4
Squarepoint
New York
$75.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$111M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$435M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Capital International Investors
3
Capital International Investors
California
$0
4
Bank Julius Baer & Co
4
Bank Julius Baer & Co
Switzerland
$5.31M
5
Citadel Advisors
5
Citadel Advisors
Florida
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
626
Trust Company of Vermont
Vermont
$1.23K – – –
CA
627
Continuum Advisory
Idaho
$1.2K +$1.2K +40 New
BGAI
628
Bruce G. Allen Investments
Colorado
$1.14K -$422 -13 -27%
SIS
629
Sound Income Strategies
Florida
$1.14K – – –
DF
630
Dunhill Financial
United Kingdom
$1.1K +$193 +6 +21%
HFS
631
Horizon Financial Services
North Carolina
$1.01K +$1.01K +31 New
VNA
632
Valley National Advisers
Pennsylvania
$1K -$512 -22 -34%
DMIC
633
Dixon Mitchell Investment Counsel
British Columbia, Canada
$974 +$974 +30 New
DPW
634
DiNuzzo Private Wealth
Pennsylvania
$942 -$97 -3 -9%
GWSA
635
Global Wealth Strategies & Associates
Colorado
$941 – – –
CTA
636
Colonial Trust Advisors
South Carolina
$812 -$909 -28 -53%
KWAG
637
Kiely Wealth Advisory Group
North Carolina
$769 +$769 +25 New
ECM
638
Everence Capital Management
Indiana
$737 +$409 +12,590 +125%
CWC
639
Carolinas Wealth Consulting
North Carolina
$714 – – –
CPG
640
Cornerstone Planning Group
New Jersey
$603 +$603 +21 New
TWD
641
True Wealth Design
Ohio
$552 +$227 +7 +70%
AGWCA
642
Annis Gardner Whiting Capital Advisors
Florida
$358 +$358 +11 New
TWP
643
TFO Wealth Partners
Ohio
$325 – – –
BIM
644
Breakwater Investment Management
Washington
$260 +$260 +8 New
GI
645
Gradient Investments
Minnesota
$162 -$1.26K -39 -89%
NL
646
NVWM LLC
Pennsylvania
$162 +$162 +5 New
SWA
647
SOA Wealth Advisors
New York
$134 – – –
LFG
648
Larson Financial Group
Missouri
$32 – – –
FIA
649
FNY Investment Advisers
New York
$22 +$22 +700 New
CFGS
650
Concourse Financial Group Securities
Alabama
$10 – – –
24 25
26
27 28