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The Mosaic Company

654 hedge funds and large institutions have $8.75B invested in The Mosaic Company in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 243 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 243

0.98% less ownership

Funds ownership: 84.76%83.78% (-0.98%)

4% less funds holding

Funds holding: 681654 (-27)

12% less capital invested

Capital invested by funds: $9.91B → $8.75B (-$1.17B)

20% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 94

38% less call options, than puts

Call options by funds: $169M | Put options by funds: $274M

Holders
654
Holders Change
-27
Holders Change %
-3.96%
% of All Funds
9.42%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
75
Increased
258
Reduced
243
Closed
94
Calls
$169M
Puts
$274M
Net Calls
-$105M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.28B +$60.3M +1,893,797 +5%
BlackRock
2
BlackRock
New York
$872M +$27.9M +877,084 +3%
State Street
3
State Street
Massachusetts
$490M +$4.02M +126,144 +0.8%
Capital World Investors
4
Capital World Investors
California
$435M -$839M -26,349,571 -66%
Invesco
5
Invesco
Georgia
$348M +$42.7M +1,340,235 +14%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$347M +$322M +10,124,427 +1,815%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$257M +$12.7M +398,905 +5%
Northern Trust
8
Northern Trust
Illinois
$185M -$10.7M -336,245 -6%
Morgan Stanley
9
Morgan Stanley
New York
$183M -$90.4M -2,838,664 -33%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$153M +$23.5M +739,235 +19%
Pacer Advisors
11
Pacer Advisors
Pennsylvania
$149M +$24.1M +757,416 +20%
Amundi
12
Amundi
France
$129M +$9.75M +306,051 +8%
Norges Bank
13
Norges Bank
Norway
$114M +$15.4M +482,470 +16%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$111M +$43.1M +1,353,127 +65%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$99.7M -$2.6M -81,718 -3%
Ameriprise
16
Ameriprise
Minnesota
$96.6M -$6.46M -202,921 -6%
A
17
AustralianSuper
Australia
$94.3M +$26.3M +824,327 +40%
Two Sigma Investments
18
Two Sigma Investments
New York
$92.2M +$26.1M +818,048 +40%
AQR Capital Management
19
AQR Capital Management
Connecticut
$91.5M -$11.5M -361,915 -11%
LSV Asset Management
20
LSV Asset Management
Illinois
$80.7M -$1.22M -38,400 -2%
Deutsche Bank
21
Deutsche Bank
Germany
$80.4M -$30.7M -964,980 -28%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$75.4M +$51.7M +1,624,300 +233%
Squarepoint
23
Squarepoint
New York
$75.1M +$51.4M +1,613,279 +231%
TSW
24
Thompson Siegel & Walmsley
Virginia
$73.7M +$35.8M +1,125,083 +98%
Legal & General Group
25
Legal & General Group
United Kingdom
$70M +$298K +9,370 +0.4%