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The Mosaic Company

673 hedge funds and large institutions have $10B invested in The Mosaic Company in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 226 increasing their positions, 266 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $352M | Put options by funds: $342M

2.54% less ownership

Funds ownership: 88.59%86.05% (-2.5%)

6% less funds holding

Funds holding: 718673 (-45)

15% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 266

27% less capital invested

Capital invested by funds: $13.6B → $10B (-$3.62B)

33% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 125

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
673
Holders Change
-45
Holders Change %
-6.27%
% of All Funds
10.57%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
84
Increased
226
Reduced
266
Closed
125
Calls
$352M
Puts
$342M
Net Calls
+$10.7M
Net Calls Change
-$47M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
726
SVB Wealth
Massachusetts
-$366K -7,971 Closed
SC
727
SRB Corp
Massachusetts
-$341K -7,433 Closed
HC
728
Hourglass Capital
Texas
-$326K -7,100 Closed
YMRC
729
Yorktown Management & Research Company
Virginia
-$317K -6,900 Closed
ACM
730
Acrisure Capital Management
Texas
-$314K -6,834 Closed
FLPIM
731
F.L. Putnam Investment Management
Massachusetts
-$302K -6,591 Closed
LOAMS
732
Lombard Odier Asset Management (Switzerland)
Switzerland
-$284K -6,182 Closed
DADC
733
D.A. Davidson & Co
Montana
-$282K -6,155 Closed
ECM
734
Everence Capital Management
Indiana
-$276 -6,010 Closed
Axa
735
Axa
France
-$275K -6,003 Closed
CD
736
Chapin Davis
Maryland
-$271K -5,898 Closed
KPWS
737
Kestra Private Wealth Services
Texas
-$270K -5,884 Closed
WG
738
Welch Group
Alabama
-$259K -5,646 Closed
HBT
739
Heartland Bank & Trust
Illinois
-$259K -5,636 Closed
PAM
740
Paradigm Asset Management
New York
-$257K -5,600 Closed
AFP
741
Ausdal Financial Partners
Iowa
-$257K -5,599 Closed
BAM
742
Belpointe Asset Management
Nevada
-$255K -5,560 Closed
NA
743
Navellier & Associates
Nevada
-$251K -5,474 Closed
SC
744
Schulhoff & Co
Ohio
-$246K -5,355 Closed
HWM
745
HB Wealth Management
Georgia
-$244K -5,324 Closed
WPC
746
Wedmont Private Capital
Pennsylvania
-$239K -5,320 Closed
IAMOG
747
Investors Asset Management of Georgia
Georgia
-$241K -5,260 Closed
AWS
748
Atria Wealth Solutions
New York
-$241K -5,256 Closed
FFN
749
Focus Financial Network
Minnesota
-$240K -5,240 Closed
MML Investors Services
750
MML Investors Services
Massachusetts
-$233K -5,077 Closed