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The Mosaic Company

681 hedge funds and large institutions have $9.91B invested in The Mosaic Company in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 201 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 72

3% more funds holding

Funds holding: 659681 (+22)

2.23% more ownership

Funds ownership: 82.52%84.76% (+2.2%)

1% more capital invested

Capital invested by funds: $9.79B → $9.91B (+$124M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $291M | Put options by funds: $293M

28% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 280

Holders
681
Holders Change
+22
Holders Change %
+3.34%
% of All Funds
9.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
107
Increased
201
Reduced
280
Closed
72
Calls
$291M
Puts
$293M
Net Calls
-$1.66M
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
726
Equitable Holdings
New York
-$216K -6,056 Closed
MA
727
Mutual Advisors
Nebraska
-$213K -5,985 Closed
HWM
728
HB Wealth Management
Georgia
-$212K -5,942 Closed
AFP
729
Alpha Financial Partners
Kentucky
-$209K -5,883 Closed
PCMC
730
Paragon Capital Management (Colorado)
Colorado
-$202K -5,684 Closed
AA
731
AlphaCentric Advisors
Puerto Rico
-$151K -4,255 Closed
JFG
732
Jefferies Financial Group
New York
-$73K -2,050 Closed
CG
733
Cutler Group
California
-$38.9K -1,102 Closed
SCA
734
Stonebridge Capital Advisors
Minnesota
-$36.8K -1,035 Closed
CT
735
Caldwell Trust
Florida
-$14.2K -400 Closed
HWP
736
Hibernia Wealth Partners
Louisiana
-$9.21K -259 Closed
GIA
737
GHP Investment Advisors
Colorado
-$7.78K -214 Closed
CWP
738
Concord Wealth Partners
Virginia
-$7.51K -211 Closed
AWM
739
Avior Wealth Management
Nebraska
-$6.91K -194 Closed
BAAM
740
Baker Avenue Asset Management
California
-$5.14K -144 Closed
IBOK
741
Independence Bank of Kentucky
Kentucky
-$4.09K -115 Closed
CCP
742
Carmel Capital Partners
California
-$3.92K -110 Closed
Legacy Financial Group (Iowa)
743
Legacy Financial Group (Iowa)
Iowa
-$3.56K -100 Closed
AGWCA
744
Annis Gardner Whiting Capital Advisors
Florida
-$3.13K -88 Closed
MA
745
MCF Advisors
Kentucky
-$2.92K -82 Closed
HPC
746
HM Payson & Co
Maine
-$2.67K -75 Closed
CSPIA
747
Cary Street Partners Investment Advisory
Virginia
-$2.46K -69 Closed
SIA
748
SkyView Investment Advisors
New Jersey
-$1K -41 Closed
CB
749
CNB Bank
Pennsylvania
-$1.35K -38 Closed
SFA
750
Semmax Financial Advisors
North Carolina
-$828 -24 Closed