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The Mosaic Company

764 hedge funds and large institutions have $12.8B invested in The Mosaic Company in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 327 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

1% more funds holding

Funds holding: 755764 (+9)

1.11% more ownership

Funds ownership: 85.73%86.83% (+1.1%)

10% less capital invested

Capital invested by funds: $14.3B → $12.8B (-$1.48B)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

28% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 327

34% less call options, than puts

Call options by funds: $317M | Put options by funds: $477M

Holders
764
Holders Change
+9
Holders Change %
+1.19%
% of All Funds
12.28%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
115
Increased
237
Reduced
327
Closed
90
Calls
$317M
Puts
$477M
Net Calls
-$160M
Net Calls Change
-$81.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
826
One Capital Management
California
-$207K -4,302 Closed
CI
827
Cigna Investments
Connecticut
-$208K -4,299 Closed
LFAS
828
Level Four Advisory Services
Texas
-$208K -4,295 Closed
PWS
829
Precision Wealth Strategies
Missouri
-$225K -4,279 Closed
CFG
830
Citizens Financial Group
Rhode Island
-$204K -4,225 Closed
KTC
831
Kistler-Tiffany Companies
Pennsylvania
-$141K -2,925 Closed
AG
832
AIA Group
Hong Kong
-$105K -2,180 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
833
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$48K -1,000 Closed
SWM
834
Selective Wealth Management
Virginia
-$48K -1,000 Closed
ME
835
McIlrath & Eck
Washington
-$34K -700 Closed
HNWAG
836
High Net Worth Advisory Group
Florida
-$24K -505 Closed
BWP
837
Baldwin Wealth Partners
Massachusetts
-$24K -500 Closed
EW
838
Evoke Wealth
California
-$19K -397 Closed
PO
839
Private Ocean
California
-$14K -303 Closed
AWM
840
Activest Wealth Management
Florida
-$12K -249 Closed
CA
841
Crewe Advisors
Utah
-$12K -242 Closed
PFA
842
Professional Financial Advisors
Nebraska
-$8K -165 Closed
CM
843
Caption Management
Oklahoma
-$7.77K -157 Closed
CFFP
844
Center for Financial Planning
Michigan
-$6K -118 Closed
AIP
845
Almanack Investment Partners
Pennsylvania
-$5K -104 Closed
ACM
846
Absolute Capital Management
Pennsylvania
-$4.4K -91 Closed
SCP
847
SailingStone Capital Partners
Texas
-$3K -63 Closed
DFCM
848
Dark Forest Capital Management
Puerto Rico
-$2K -48 Closed
CB
849
Community Bank
New York
-$2K -34 Closed
NL
850
NVWM LLC
Pennsylvania
-$1K -27 Closed