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The Mosaic Company

659 hedge funds and large institutions have $9.79B invested in The Mosaic Company in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 227 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less call options, than puts

Call options by funds: $346M | Put options by funds: $348M

2% less capital invested

Capital invested by funds: $10B → $9.79B (-$238M)

2% less funds holding

Funds holding: 673659 (-14)

3.52% less ownership

Funds ownership: 86.05%82.52% (-3.5%)

12% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 78

12% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 259

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
659
Holders Change
-14
Holders Change %
-2.08%
% of All Funds
10.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
69
Increased
227
Reduced
259
Closed
78
Calls
$346M
Puts
$348M
Net Calls
-$1.67M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.51B -$25.8M -672,506 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.36B +$2.56M +66,751 +0.2%
BlackRock
3
BlackRock
New York
$972M -$36M -939,432 -3%
State Street
4
State Street
Massachusetts
$534M -$117M -3,054,322 -17%
Invesco
5
Invesco
Georgia
$313M +$10.3M +268,966 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$263M +$7.63M +198,910 +3%
Northern Trust
7
Northern Trust
Illinois
$217M +$16.3M +424,063 +7%
Morgan Stanley
8
Morgan Stanley
New York
$190M -$5.38M -140,308 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$135M -$20.5M -534,589 -12%
Pacer Advisors
10
Pacer Advisors
Pennsylvania
$130M -$27.6M -719,517 -17%
Amundi
11
Amundi
France
$127M +$36.8M +959,832 +37%
Capital International Investors
12
Capital International Investors
California
$124M -$102M -2,671,114 -43%
Ameriprise
13
Ameriprise
Minnesota
$119M -$96.7M -2,519,330 -43%
AQR Capital Management
14
AQR Capital Management
Connecticut
$116M -$16.2M -422,595 -11%
Deutsche Bank
15
Deutsche Bank
Germany
$109M +$4.11M +107,011 +4%
Norges Bank
16
Norges Bank
Norway
$108M -$6.55M -170,677 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$106M -$2.84M -74,081 -2%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$102M -$4.56M -118,734 -4%
LSV Asset Management
19
LSV Asset Management
Illinois
$95.3M -$6.89M -179,636 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$94.2M -$18.8M -490,742 -16%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$90.8M +$937K +24,420 +1%
Legal & General Group
22
Legal & General Group
United Kingdom
$77.5M -$2.47M -64,313 -3%
Bank of America
23
Bank of America
North Carolina
$76.5M -$19.1M -498,324 -19%
Marshall Wace
24
Marshall Wace
United Kingdom
$70.3M +$58.6M +1,527,165 +341%
Charles Schwab
25
Charles Schwab
California
$68.2M +$2.52M +65,614 +4%