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The Mosaic Company

605 hedge funds and large institutions have $10.2B invested in The Mosaic Company in 2021 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 214 increasing their positions, 227 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 52

13% more capital invested

Capital invested by funds: $9.08B → $10.2B (+$1.14B)

2% more funds holding

Funds holding: 595605 (+10)

0.24% more ownership

Funds ownership: 75.05%75.29% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

6% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 227

39% less call options, than puts

Call options by funds: $253M | Put options by funds: $414M

Holders
605
Holders Change
+10
Holders Change %
+1.68%
% of All Funds
10.59%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
68
Increased
214
Reduced
227
Closed
52
Calls
$253M
Puts
$414M
Net Calls
-$160M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
301
Moors & Cabot
Massachusetts
$1.11M +$41.6K +1,302 +4%
YIH
302
Y-Intercept (HK)
Hong Kong
$1.11M +$997K +31,167 New
CM
303
Caption Management
Oklahoma
$1.1M -$1.6M -50,000 -62%
DZ Bank
304
DZ Bank
Germany
$1.09M
OAM
305
Oppenheimer Asset Management
New York
$1.09M -$52.7K -1,649 -5%
OQS
306
Occudo Quantitative Strategies
Florida
$1.08M +$965K +30,176 New
DILIC
307
Dai-ichi Life Insurance Company
Japan
$1.07M -$13.5K -422 -1%
NL
308
NVWM LLC
Pennsylvania
$1.07M +$237K +7,411 +33%
SDIC
309
South Dakota Investment Council
South Dakota
$1.06M
NB
310
Norinchukin Bank
Japan
$1.06M +$31.7K +992 +3%
MPMG
311
Minneapolis Portfolio Management Group
Minnesota
$1.04M
IG
312
ING Group
Netherlands
$1.04M -$145K -4,534 -14%
BWCS
313
Beirne Wealth Consulting Services
Connecticut
$1.04M +$96 +3 +0%
SAM
314
Securian Asset Management
Minnesota
$1.02M -$11.9K -372 -1%
Jacobs Levy Equity Management
315
Jacobs Levy Equity Management
New Jersey
$1.02M +$670K +20,953 +271%
QIM
316
Quantitative Investment Management
Virginia
$1.02M +$917K +28,657 New
WAM
317
Weiss Asset Management
Massachusetts
$1M +$899K +28,100 New
JCA
318
Jade Capital Advisors
New Jersey
$982K -$4.56M -142,505 -84%
VAM
319
Verity Asset Management
North Carolina
$978K +$48.9K +1,529 +6%
BFS
320
Bradley Foster & Sargent
Connecticut
$975K
TRSOTSOK
321
Teachers Retirement System of the State of Kentucky
Kentucky
$961K
MSRPS
322
Maryland State Retirement & Pension System
Maryland
$955K
MAM
323
Meeder Asset Management
Ohio
$933K -$69.6K -2,175 -8%
Acadian Asset Management
324
Acadian Asset Management
Massachusetts
$930K +$641K +20,051 +332%
PNC Financial Services Group
325
PNC Financial Services Group
Pennsylvania
$925K +$40.4K +1,264 +5%

MOS Hedge Fund Activity: Q3 2021 in Review

605 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2021, worth a combined $10.2B — up 13% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MOS positions and 52 closed out — a net gain of 16 holders — while 214 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $68.4M. The largest seller was Susquehanna International Group, cutting an estimated $54.3M.

  • 605 institutional investors held The Mosaic Company (MOS) as of Q3 2021, up from 595 in Q2 2021.
  • Funds reported $10.2B of The Mosaic Company stock for Q3 2021, up 13% quarter-over-quarter.
  • 68 funds opened new The Mosaic Company positions in Q3 2021 and 52 closed out, a net change of +16 holders.
  • The largest The Mosaic Company buyer in Q3 2021 was Fidelity Investments, an estimated $68.4M added.
  • The largest The Mosaic Company seller in Q3 2021 was Susquehanna International Group, an estimated $54.3M sold.

Based on aggregated 13F filings for Q3 2021.