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The Mosaic Company

755 hedge funds and large institutions have $14.3B invested in The Mosaic Company in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 269 increasing their positions, 304 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.77% more ownership

Funds ownership: 82.95%85.73% (+2.8%)

1% more capital invested

Capital invested by funds: $14.2B → $14.3B (+$110M)

3% less funds holding

Funds holding: 780755 (-25)

12% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 304

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

13% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 95

15% less call options, than puts

Call options by funds: $431M | Put options by funds: $509M

Holders
755
Holders Change
-25
Holders Change %
-3.21%
% of All Funds
13.01%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.36%
New
83
Increased
269
Reduced
304
Closed
95
Calls
$431M
Puts
$509M
Net Calls
-$78.6M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
276
Yousif Capital Management
Michigan
$2.67M -$185K -3,579 -6%
HCP
277
Hiddenite Capital Partners
New York
$2.66M +$2.84M +55,000 New
MAM
278
Morse Asset Management
Connecticut
$2.65M -$1.42M -27,414 -33%
ARCM
279
Asia Research & Capital Management
Hong Kong
$2.65M +$2.83M +54,723 New
TWC
280
TD Waterhouse Canada
Ontario, Canada
$2.59M +$4.96K +96 +0.2%
HWA
281
HCR Wealth Advisors
California
$2.58M -$189K -3,657 -6%
PFM
282
Premier Fund Managers
United Kingdom
$2.57M -$6.08M -117,600 -69%
OAM
283
Occidental Asset Management
California
$2.56M +$60.2K +1,164 +2%
TI
284
Tidal Investments
Wisconsin
$2.53M +$398K +7,706 +17%
PHK
285
Point72 Hong Kong
Hong Kong
$2.53M +$2.71M +52,365 New
P
286
Paradiem
Louisiana
$2.52M +$335K +6,476 +14%
SCM
287
Shelton Capital Management
Colorado
$2.52M -$124K -2,400 -4%
VF
288
Virtu Financial
New York
$2.47M +$2.65M +51,187 New
DRS
289
Deane Retirement Strategies
Louisiana
$2.47M +$2.64M +51,106 New
BBVA
290
Banco Bilbao Vizcaya Argentaria
Spain
$2.46M +$755K +14,619 +40%
GC
291
Globeflex Capital
California
$2.44M +$2.61M +50,536 New
COPPSERS
292
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.44M -$1M -19,364 -28%
VPIM
293
Vanguard Personalized Indexing Management
California
$2.42M +$852K +16,495 +49%
EMG
294
ETF Managers Group
New Jersey
$2.42M +$2.59M +50,108 New
LPARFS
295
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.42M +$2.58M +50,000 New
CII
296
Capital International Inc
California
$2.41M +$948K +18,339 +58%
BIM
297
Bridgecreek Investment Management
Oklahoma
$2.37M +$336K +6,500 +15%
TPSF
298
Texas Permanent School Fund
Texas
$2.36M +$53.7K +1,039 +2%
Kovitz Investment Group Partners
299
Kovitz Investment Group Partners
Illinois
$2.33M +$20.7K +400 +0.8%
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$2.32M +$157K +3,040 +7%

MOS Hedge Fund Activity: Q3 2022 in Review

755 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2022, worth a combined $14.3B — up 0.77% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of MOS and 83 opened new positions — a net loss of 12 holders — while 304 trimmed existing stakes and 269 added.

The largest buyer was Capital World Investors, adding an estimated $579M. The largest seller was Fidelity Investments, cutting an estimated $272M.

  • 755 institutional investors held The Mosaic Company (MOS) as of Q3 2022, down from 780 in Q2 2022.
  • Funds reported $14.3B of The Mosaic Company stock for Q3 2022, up 0.77% quarter-over-quarter.
  • 83 funds opened new The Mosaic Company positions in Q3 2022 and 95 closed out, a net change of -12 holders.
  • The largest The Mosaic Company buyer in Q3 2022 was Capital World Investors, an estimated $579M added.
  • The largest The Mosaic Company seller in Q3 2022 was Fidelity Investments, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2022.