We are live on ! Find out more
MOS icon

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
OA
701
Oxbow Advisors
Texas
-$322K -9,014 Closed
SCM
702
Stevens Capital Management
Pennsylvania
-$317K -8,884 Closed
SP
703
Symmetry Partners
Connecticut
-$313K -8,666 Closed
BIAS
704
Beacon Investment Advisory Services
New Jersey
-$304K -8,511 Closed
FI
705
FJ Investments
Utah
-$300K -8,400 Closed
HKAM
706
Horizon Kinetics Asset Management
New York
-$297K -8,300 Closed
LIM
707
Leavell Investment Management
Alabama
-$295K -8,250 Closed
OQS
708
Occudo Quantitative Strategies
Florida
-$292K -8,172 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
709
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$278K -7,776 Closed
MWM
710
Meridian Wealth Management
Kentucky
-$272K -7,312 Closed
DC
711
Davenport & Co
Virginia
-$225K -6,300 Closed
PCM
712
Penserra Capital Management
California
-$200K -6,269 -100%
RG
713
Rathbones Group
United Kingdom
-$219K -6,135 Closed
ECU
714
Eisler Capital (UK)
United Kingdom
-$217K -6,062 Closed
CCI
715
Credit Capital Investments
New Jersey
-$214K -6,000 Closed
WJWM
716
Williams Jones Wealth Management
New York
-$209K -5,856 Closed
RWM
717
Ritholtz Wealth Management
New York
-$209K -5,843 Closed
SFA
718
Sequoia Financial Advisors
Ohio
-$207K -5,783 Closed
LHWM
719
Lake Hills Wealth Management
Texas
-$205K -5,749 Closed
SWP
720
Stratos Wealth Partners
Ohio
-$204K -5,702 Closed
AIA
721
Affinity Investment Advisors
California
-$202K -5,650 Closed
AIC
722
Archer Investment Corporation
Indiana
-$202K -5,650 Closed
AFP
723
Ausdal Financial Partners
Iowa
-$201K -5,622 Closed
KI
724
Kapitalo Investimentos
Brazil
-$173K -4,853 Closed
WTG
725
West Tower Group
Virginia
-$107K -2,990 Closed