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The Mosaic Company

643 hedge funds and large institutions have $7.77B invested in The Mosaic Company in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 249 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 83.78%83.7% (-0.08%)

4% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 79

8% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 249

2% less funds holding

Funds holding: 654643 (-11)

11% less capital invested

Capital invested by funds: $8.75B → $7.77B (-$976M)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $243M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
643
Holders Change
-11
Holders Change %
-1.68%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
76
Increased
230
Reduced
249
Closed
79
Calls
$178M
Puts
$243M
Net Calls
-$65.5M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B +$55.4M +1,838,237 +5%
BlackRock
2
BlackRock
New York
$817M +$42.6M +1,412,660 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$414M +$110M +3,644,485 +34%
State Street
4
State Street
Massachusetts
$413M -$25M -830,095 -5%
Capital World Investors
5
Capital World Investors
California
$387M +$76.7K +2,547 +0%
Invesco
6
Invesco
Georgia
$313M +$3.37M +112,012 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$239M +$10.1M +336,856 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$183M +$49.1M +1,628,850 +35%
Northern Trust
9
Northern Trust
Illinois
$154M -$10.7M -354,401 -6%
Boston Partners
10
Boston Partners
Massachusetts
$149M +$117M +3,886,340 +304%
Morgan Stanley
11
Morgan Stanley
New York
$131M -$33.6M -1,114,167 -20%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$119M +$21.2M +702,742 +21%
Amundi
13
Amundi
France
$114M -$982K -32,584 -0.8%
Norges Bank
14
Norges Bank
Norway
$108M +$7.21M +239,417 +7%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$105M +$109M +3,619,327 +12,877%
AQR Capital Management
16
AQR Capital Management
Connecticut
$95.7M +$13.1M +435,598 +15%
Citadel Advisors
17
Citadel Advisors
Florida
$82.1M +$66.6M +2,211,035 +352%
A
18
AustralianSuper
Australia
$76.5M -$7.81M -259,271 -9%
TSW
19
Thompson Siegel & Walmsley
Virginia
$74.6M +$9.28M +308,110 +14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$74.4M -$15M -497,685 -16%
LSV Asset Management
21
LSV Asset Management
Illinois
$69.3M -$2.68M -89,000 -4%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$67.4M +$271K +9,000 +0.4%
Charles Schwab
23
Charles Schwab
California
$64.5M +$3.66M +121,511 +6%
Deutsche Bank
24
Deutsche Bank
Germany
$64.5M -$7.38M -245,012 -10%
DSC
25
Donald Smith & Co
New York
$60.2M +$28.8M +955,199 +85%