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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
PP
776
Paloma Partners
Connecticut
-$47.5K -1,036 Closed
GBT
777
Grove Bank & Trust
Florida
-$47.5K -1,035 Closed
AWM
778
Ameliora Wealth Management
Switzerland
-$46.2K -1,006 Closed
TCPG
779
Trivant Custom Portfolio Group
California
-$45.9K -1,000 Closed
BWM
780
BerganKDV Wealth Management
Minnesota
-$21.5K -469 Closed
HI
781
Hoey Investments
Pennsylvania
-$18.4K -400 Closed
TWA
782
TCI Wealth Advisors
Arizona
-$18.1K -395 Closed
SFG
783
Steward Financial Group
Texas
-$7K -169 Closed
TFM
784
TFC Financial Management
Massachusetts
-$6.88K -150 Closed
SC
785
Schubert & Co
Texas
-$6.79K -148 Closed
WT
786
Washington Trust
Rhode Island
-$6.61K -144 Closed
CWA
787
Carolina Wealth Advisors
South Carolina
-$6.24K -136 Closed
AAG
788
Armstrong Advisory Group
Massachusetts
-$4.36K -95 Closed
AWM
789
Avior Wealth Management
Nebraska
-$4.04K -88 Closed
ONST
790
Old North State Trust
North Carolina
-$4K -80 Closed
CT
791
Colonial Trust
South Carolina
-$2.44K -54 Closed
RG
792
Retirement Group
California
-$2K -50 Closed
CCM
793
CAAS Capital Management
New York
-$1.85K -48 Closed
EBA
794
Eagle Bay Advisors
New York
-$1.65K -36 Closed
MA
795
MCF Advisors
Kentucky
-$689 -15 Closed
TCA
796
Trifecta Capital Advisors
Illinois
-$597 -13 Closed
PWMG
797
Prestige Wealth Management Group
New Jersey
-$368 -8 Closed