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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
GIS
726
Grayhawk Investment Strategies
Alberta, Canada
-$105K -2,939 Closed
PS
727
Planned Solutions
California
-$65.4K -1,830 Closed
EC
728
EntryPoint Capital
New York
-$57.6K -1,611 Closed
WPWM
729
Western Pacific Wealth Management
Illinois
-$19.3K -540 Closed
GWS
730
Glassman Wealth Services
Virginia
-$16.6K -464 Closed
AT
731
Avalon Trust
New Mexico
-$8.96K -251 Closed
Loomis, Sayles & Company
732
Loomis, Sayles & Company
Massachusetts
-$8K -234 Closed
UIA
733
Ulland Investment Advisors
Minnesota
-$7K -185 Closed
ACA
734
Atlas Capital Advisors
Wyoming
-$6.36K -178 Closed
LF
735
Lee Financial
Texas
-$6K -168 Closed
MRCM
736
M&R Capital Management
New Jersey
-$5K -140 Closed
WOC
737
West Oak Capital
California
-$5K -140 Closed
DCM
738
Davis Capital Management
Florida
-$4.5K -126 Closed
FMTCOCP
739
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$4K -119 Closed
CA
740
Clearstead Advisors
Ohio
-$4K -112 Closed
NC
741
NewSquare Capital
Pennsylvania
-$3.57K -100 Closed
W
742
WealthCollab
Washington
-$2.54K -71 Closed
AssetMark Inc
743
AssetMark Inc
California
-$2.07K -58 Closed
PA
744
PSI Advisors
Florida
-$1.19K -34 Closed
FBC
745
Fairfield, Bush & Co
Connecticut
-$748 -21 Closed
NFA
746
Northwest Financial Advisors
Virginia
-$500 -14 Closed
TCWA
747
Turtle Creek Wealth Advisors
Texas
-$500 -14 Closed
TFM
748
TFC Financial Management
Massachusetts
-$394 -11 Closed
WWM
749
Wolff Wiese Magana
California
-$358 -10 Closed
WPA
750
West Paces Advisors
Georgia
-$250 -7 Closed