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The Mosaic Company

764 hedge funds and large institutions have $12.8B invested in The Mosaic Company in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 327 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

1% more funds holding

Funds holding: 755764 (+9)

1.11% more ownership

Funds ownership: 85.73%86.83% (+1.1%)

10% less capital invested

Capital invested by funds: $14.3B → $12.8B (-$1.48B)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

28% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 327

34% less call options, than puts

Call options by funds: $317M | Put options by funds: $477M

Holders
764
Holders Change
+9
Holders Change %
+1.19%
% of All Funds
12.28%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
115
Increased
237
Reduced
327
Closed
90
Calls
$317M
Puts
$477M
Net Calls
-$160M
Net Calls Change
-$81.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
676
BerganKDV Wealth Management
Minnesota
$20.5K +$50 +1 +0.2%
AF
677
Allworth Financial
California
$20.4K -$4.85K -98 -17%
HI
678
Hoey Investments
Pennsylvania
$17.5K -$4.95K -100 -20%
CT
679
Caldwell Trust
Florida
$17.5K +$19.8K +400 New
FMP
680
Financial Management Professionals
Texas
$16K -$248 -5 -1%
SSG
681
Summit Securities Group
New York
$15K -$260K -5,248 -94%
FCB
682
First Command Bank
Texas
$14K -$29.3K -591 -65%
FCFS
683
First Command Financial Services
Texas
$14K -$29.3K -591 -65%
C
684
Covestor
United Kingdom
$14K -$1.14K -23 -7%
EWM
685
Evermay Wealth Management
Virginia
$13.2K
EWM
686
Endurance Wealth Management
Rhode Island
$13K
POIA
687
Pin Oak Investment Advisors
Texas
$13K
TWA
688
TCI Wealth Advisors
Arizona
$12.1K -$5.25K -106 -28%
AA
689
Addison Advisors
Vermont
$11.2K
HCM
690
Hollencrest Capital Management
California
$11.2K +$12.6K +255 New
FMII
691
Farmers & Merchants Investments Inc
Nebraska
$10.8K
RWPA
692
Richard W. Paul & Associates
Michigan
$10.1K +$11.4K +230 New
Fuller & Thaler Asset Management
693
Fuller & Thaler Asset Management
California
$10K +$11.4K +230 New
BWA
694
BDO Wealth Advisors
Florida
$9.87K
PP
695
Paloma Partners
Connecticut
$8.95K -$192K -3,885 -95%
MCM
696
MV Capital Management
Maryland
$8.86K -$743 -15 -7%
BIA
697
Bell Investment Advisors
California
$8.77K -$1.49K -30 -13%
CAS
698
Coppell Advisory Solutions
Texas
$8.77K +$9.9K +200 New
CASC
699
Coppell Advisory Solutions Corp
Texas
$8.77K +$9.9K +200 New
DCP
700
Distillate Capital Partners
Illinois
$8.77K +$9.9K +200 New