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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
WSCM
801
Wellington Shields Capital Management
New York
$7K +$5K +100 New
CI
802
Cordant Inc
Oregon
$7K +$5.35K +107 New
MFT
803
Moisand Fitzgerald Tamayo
Florida
$7K +$5.35K +107 New
CWP
804
Concord Wealth Partners
Virginia
$7K +$5.6K +112 New
Macquarie Group
805
Macquarie Group
Australia
$6.66K +$512K +10,233 +10%
GIA
806
GHP Investment Advisors
Colorado
$6K +$4.5K +90 New
GKIM
807
GW&K Investment Management
Massachusetts
$6K +$4.8K +96 New
HWM
808
HighMark Wealth Management
Minnesota
$5K +$50 +1 +1%
SSB
809
Sandy Spring Bank
Maryland
$5K +$3.4K +68 New
DB
810
Dravo Bay
Delaware
$4.99K +$3.75K +75 New
SC
811
Sierra Capital
Florida
$4K
SC
812
Schubert & Co
Texas
$4K +$850 +17 +38%
DI
813
Disciplined Investments
Oklahoma
$4K +$2.7K +54 New
Loomis, Sayles & Company
814
Loomis, Sayles & Company
Massachusetts
$4K +$3.15K +63 New
TFO
815
Tarbox Family Office
California
$3K -$7.7K -154 -79%
SIS
816
Sound Income Strategies
Florida
$3K -$1.45K -29 -42%
RE
817
RBC Europe
United Kingdom
$3K
WC
818
Wexford Capital
Florida
$2.62K -$2.53M -50,618 -56%
WT
819
Whittier Trust
California
$2K
PB
820
Pinnacle Bancorp
Nebraska
$2K +$1.3K +26 New
CA
821
Clearstead Advisors
Ohio
$1K -$44.5K -890 -99%
CAL
822
Capital Advisors Ltd
Ohio
$1K
S
823
Surevest
California
$1K
GA
824
GoalVest Advisory
New York
$1K +$500 +10 New
AWM
825
Activest Wealth Management
Florida
$1K +$750 +15 New