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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
JCM
701
J2 Capital Management
Michigan
-$312K -8,915 Closed
V
702
Veritable
Delaware
-$304K -8,672 Closed
MAG
703
MRA Advisory Group
New Jersey
-$270K -7,725 Closed
CCI
704
Credit Capital Investments
New Jersey
-$259K -7,400 Closed
KeyBank National Association
705
KeyBank National Association
Ohio
-$253K -7,222 Closed
CP
706
CenterBook Partners
Connecticut
-$248K -7,076 Closed
AI
707
AdvisorShares Investments
Maryland
-$245K -6,999 Closed
NL
708
NWAM LLC
Washington
-$239K -6,815 Closed
WR
709
WD Rutherford
Oregon
-$237K -6,770 Closed
LCC
710
Lincoln Capital Corp
Rhode Island
-$228K -6,500 Closed
AA
711
ALPS Advisors
Colorado
-$226K -6,470 Closed
HCM
712
Harvey Capital Management
Florida
-$226K -6,450 Closed
AC
713
AXQ Capital
New Jersey
-$221K -6,300 Closed
NFG
714
Nations Financial Group
Iowa
-$218K -6,230 Closed
SG
715
StoneX Group
New York
-$215K -6,155 Closed
JWCA
716
J.W. Cole Advisors
Florida
-$209K -5,961 Closed
GWM
717
Geneos Wealth Management
Colorado
-$205K -5,851 Closed
LHWM
718
Lake Hills Wealth Management
Texas
-$203K -5,807 Closed
BAM
719
Bosun Asset Management
Illinois
-$116K -3,301 Closed
CFO
720
CVA Family Office
Colorado
-$69.1K -1,975 Closed
KI
721
Kapitalo Investimentos
Brazil
-$53.3K -1,524 Closed
SSG
722
Summit Securities Group
New York
-$15K -434 Closed
BONH
723
Bank of New Hampshire
New Hampshire
-$15.1K -430 Closed
TFP
724
Tilia Fiduciary Partners
North Carolina
-$12.7K -364 Closed
IGWM
725
ICA Group Wealth Management
Colorado
-$12.1K -344 Closed