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The Mosaic Company

829 hedge funds and large institutions have $20.5B invested in The Mosaic Company in 2022 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 230 increasing their positions, 297 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 75

70% more capital invested

Capital invested by funds: $12.1B → $20.5B (+$8.42B)

22% more funds holding

Funds holding: 679829 (+150)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

2.5% more ownership

Funds ownership: 81.46%83.96% (+2.5%)

16% less call options, than puts

Call options by funds: $959M | Put options by funds: $1.14B

23% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 297

Holders
829
Holders Change
+150
Holders Change %
+22.09%
% of All Funds
13.08%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.44%
New
235
Increased
230
Reduced
297
Closed
75
Calls
$959M
Puts
$1.14B
Net Calls
-$182M
Net Calls Change
-$774M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
726
Selective Wealth Management
Virginia
$67K
PAI
727
Pittenger & Anderson Inc
Nebraska
$67K +$50K +1,000 New
PFBT
728
Parkside Financial Bank & Trust
Missouri
$60K +$16.5K +329 +58%
AssetMark Inc
729
AssetMark Inc
California
$59K +$44.4K +887 New
PFGIA
730
Patriot Financial Group Insurance Agency
Massachusetts
$57K -$329K -6,582 -89%
CWC
731
Carolinas Wealth Consulting
North Carolina
$48K +$35.1K +701 +3,186%
GWM
732
Geneos Wealth Management
Colorado
$46K -$52.6K -1,052 -60%
First Manhattan
733
First Manhattan
New York
$46K
QCG
734
Quadrant Capital Group
Ohio
$46K +$2K +40 +6%
FIA
735
FNY Investment Advisers
New York
$46K +$35.3K +705 New
WTC
736
WhitTier Trust Company
Nevada
$44K
PCM
737
Penserra Capital Management
California
$44K +$33.8K +675 New
A
738
AustralianSuper
Australia
$43.2K +$12.1M +241,321 +59%
SIAP
739
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$40K
PCG
740
Private Capital Group
Connecticut
$40K +$9.4K +188 +45%
POIA
741
Pin Oak Investment Advisors
Texas
$39K +$13.8K +275 +90%
FCFS
742
First Command Financial Services
Texas
$36K
FCB
743
First Command Bank
Texas
$36K +$27.1K +541 New
JWA
744
JFS Wealth Advisors
Pennsylvania
$35K +$26.6K +532 New
MSE
745
MUFG Securities EMEA
United Kingdom
$34K -$59.5K -1,190 -70%
AIP
746
Ahrens Investment Partners
Louisiana
$34K
FFA
747
Freedman Financial Associates
Massachusetts
$34K
ZB
748
Zions Bancorporation
Utah
$34K
GWS
749
Glassman Wealth Services
Virginia
$34K +$3.4K +68 +15%
FF
750
FourThought Financial
Florida
$34K +$25K +500 +5,000%