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The Mosaic Company

681 hedge funds and large institutions have $9.91B invested in The Mosaic Company in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 201 increasing their positions, 280 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 72

3% more funds holding

Funds holding: 659681 (+22)

2.23% more ownership

Funds ownership: 82.52%84.76% (+2.2%)

1% more capital invested

Capital invested by funds: $9.79B → $9.91B (+$124M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $291M | Put options by funds: $293M

28% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 280

Holders
681
Holders Change
+22
Holders Change %
+3.34%
% of All Funds
9.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
107
Increased
201
Reduced
280
Closed
72
Calls
$291M
Puts
$293M
Net Calls
-$1.66M
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.42B -$90.3M -2,556,176 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.34B -$29.4M -833,728 -2%
BlackRock
3
BlackRock
New York
$929M -$46.2M -1,307,470 -5%
State Street
4
State Street
Massachusetts
$535M -$974K -27,585 -0.2%
Invesco
5
Invesco
Georgia
$336M +$21.3M +601,728 +7%
Morgan Stanley
6
Morgan Stanley
New York
$303M +$111M +3,153,314 +59%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$267M +$2.62M +74,161 +1%
Northern Trust
8
Northern Trust
Illinois
$216M -$2.68M -75,877 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$142M +$6.7M +189,706 +5%
Pacer Advisors
10
Pacer Advisors
Pennsylvania
$137M +$6.58M +186,337 +5%
Amundi
11
Amundi
France
$133M +$8.93M +252,805 +7%
Deutsche Bank
12
Deutsche Bank
Germany
$123M +$13.4M +378,262 +12%
AQR Capital Management
13
AQR Capital Management
Connecticut
$116M -$556K -15,743 -0.5%
Ameriprise
14
Ameriprise
Minnesota
$114M -$5.41M -153,123 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$113M +$6.48M +183,568 +6%
Norges Bank
16
Norges Bank
Norway
$108M -$937K -26,518 -0.9%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$95.3M +$4.12M +116,580 +5%
LSV Asset Management
18
LSV Asset Management
Illinois
$90.2M -$5.39M -152,700 -6%
Citadel Advisors
19
Citadel Advisors
Florida
$80.5M +$60.8M +1,721,204 +323%
Legal & General Group
20
Legal & General Group
United Kingdom
$76.7M -$1.15M -32,455 -1%
Bank Julius Baer & Co
21
Bank Julius Baer & Co
Switzerland
$75.6M +$26.6M +753,698 +55%
A
22
AustralianSuper
Australia
$74.4M +$13.8M +391,191 +23%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$73.8M +$25.6M +724,218 +54%
Marshall Wace
24
Marshall Wace
United Kingdom
$73.6M +$3M +84,995 +4%
Capital International Investors
25
Capital International Investors
California
$72.3M -$51.3M -1,451,440 -42%