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The Mosaic Company

659 hedge funds and large institutions have $9.79B invested in The Mosaic Company in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 227 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less call options, than puts

Call options by funds: $346M | Put options by funds: $348M

2% less capital invested

Capital invested by funds: $10B → $9.79B (-$238M)

2% less funds holding

Funds holding: 673659 (-14)

3.52% less ownership

Funds ownership: 86.05%82.52% (-3.5%)

12% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 78

12% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 259

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
659
Holders Change
-14
Holders Change %
-2.08%
% of All Funds
10.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
69
Increased
227
Reduced
259
Closed
78
Calls
$346M
Puts
$348M
Net Calls
-$1.67M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
651
Concourse Financial Group Securities
Alabama
$783 -$844 -22 -50%
CWC
652
Carolinas Wealth Consulting
North Carolina
$715 -$3.84K -100 -82%
PCTC
653
Perkins Coie Trust Company
Washington
$675 +$729 +19 New
UFF
654
USA Financial Formulas
Michigan
$463
SPWM
655
Spartan Planning & Wealth Management
North Carolina
$427 +$460 +12 New
TWD
656
True Wealth Design
Ohio
$356
WWM
657
Wolff Wiese Magana
California
$356 +$384 +10 New
TWP
658
TFO Wealth Partners
Ohio
$350
SWA
659
SOA Wealth Advisors
New York
$146
HCP
660
Hexagon Capital Partners
Arkansas
$36 -$307 -8 -89%
ClearBridge Investments
661
ClearBridge Investments
New York
-$21.4M -610,213 Closed
BGIM
662
Brandywine Global Investment Management
Pennsylvania
-$7.53M -215,113 Closed
PCIG
663
Partners Capital Investment Group
Massachusetts
-$7.27M -207,640 Closed
LHCM
664
Lloyd Harbor Capital Management
New York
-$4.55M -130,000 Closed
MWM
665
Moran Wealth Management
Florida
-$2.83M -80,985 Closed
QIM
666
Quantitative Investment Management
Virginia
-$2.53M -72,304 Closed
AP
667
Advisors Preferred
Maryland
-$2.43M -67,854 Closed
SC
668
Sepio Capital
Utah
-$2.31M -65,324 Closed
BCM
669
Bayesian Capital Management
New York
-$2M -57,000 Closed
MIH
670
Meitav Investment House
Israel
-$1.74M -50,315 Closed
CS
671
Clear Street
New York
-$1.75M -50,000 Closed
SLAM
672
Swiss Life Asset Management
-$1.7M -48,646 Closed
E
673
Ergoteles
New York
-$1.62M -46,419 Closed
CCS
674
Concentric Capital Strategies
Connecticut
-$1.57M -44,859 Closed
AWM
675
AE Wealth Management
Kansas
-$1.43M -40,788 Closed