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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
BWA
776
BDO Wealth Advisors
Florida
$15K
PA
777
PSI Advisors
Florida
$15K +$11.1K +222 New
CFGS
778
Concourse Financial Group Securities
Alabama
$15K +$11.5K +229 New
FMII
779
Farmers & Merchants Investments Inc
Nebraska
$13K
MSFP
780
Mark Sheptoff Financial Planning
Connecticut
$13K +$10K +200 New
PGAM
781
Princeton Global Asset Management
New Jersey
$13K +$10K +200 New
T
782
TCWP
Ohio
$13K +$10.1K +201 New
BBPWM
783
Blue Bell Private Wealth Management
Pennsylvania
$12K
MCM
784
MV Capital Management
Maryland
$12K +$450 +9 +5%
ACA
785
Atlas Capital Advisors
Wyoming
$11.8K +$8.9K +178 New
SWA
786
SOA Wealth Advisors
New York
$11K
PFA
787
Professional Financial Advisors
Nebraska
$11K +$3K +60 +57%
BCWM
788
Bartlett & Co Wealth Management
Ohio
$10.4K +$7.8K +156 New
SSG
789
Summit Securities Group
New York
$10K +$7.6K +152 New
BC
790
Bartlett & Co
Ohio
$10K +$7.8K +156 New
RFWA
791
RPg Family Wealth Advisory
Massachusetts
$9.97K +$7.5K +150 New
SWA
792
Sutton Wealth Advisors
Florida
$9.18K
ST
793
Smithfield Trust
Pennsylvania
$9K
LF
794
Lee Financial
Texas
$9K +$3.25K +65 +103%
WOC
795
West Oak Capital
California
$9K +$7K +140 New
MUMSS
796
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K -$15.5K -310 -76%
LWA
797
Lenox Wealth Advisors
New York
$7K -$11K -219 -69%
NF
798
Norwood Financial
Pennsylvania
$7K
AAP
799
Arax Advisory Partners
Colorado
$7K +$2.5K +50 +104%
CHA
800
Carmichael Hill & Associates
Maryland
$7K +$5K +100 New