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The Mosaic Company

595 hedge funds and large institutions have $9.08B invested in The Mosaic Company in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 194 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

24% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 194

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% more funds holding

Funds holding: 572595 (+23)

2% more capital invested

Capital invested by funds: $8.89B → $9.08B (+$188M)

1% more call options, than puts

Call options by funds: $276M | Put options by funds: $274M

0.68% more ownership

Funds ownership: 74.38%75.05% (+0.68%)

Holders
595
Holders Change
+23
Holders Change %
+4.02%
% of All Funds
10.36%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
80
Increased
240
Reduced
194
Closed
53
Calls
$276M
Puts
$274M
Net Calls
+$2.3M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
326
Vident Investment Advisory
Georgia
$869K +$123K +3,613 +15%
TRSOTSOK
327
Teachers Retirement System of the State of Kentucky
Kentucky
$858K
Rafferty Asset Management
328
Rafferty Asset Management
New York
$848K +$902K +26,585 New
SP
329
Symmetry Partners
Connecticut
$847K +$631K +18,601 +234%
Fidelity International
330
Fidelity International
Bermuda
$846K +$899K +26,505 +132,525%
VAM
331
Verity Asset Management
North Carolina
$825K -$23.7K -699 -3%
EMPI
332
Elo Mutual Pension Insurance
Finland
$816K -$14.2K -418 -2%
MSRPS
333
Maryland State Retirement & Pension System
Maryland
$800K
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$787K +$75.4K +2,223 +10%
BMSSC
335
B. Metzler seel. Sohn & Co
Germany
$781K -$3.08M -90,710 -79%
CWM
336
CIBC World Markets
New York
$766K -$302K -8,892 -27%
KA
337
Kintegral Advisory
New York
$760K
WCA
338
Windsor Creek Advisors
Vermont
$760K +$1.12K +33 +0.1%
KeyBank National Association
339
KeyBank National Association
Ohio
$740K +$157K +4,635 +25%
NMERB
340
New Mexico Educational Retirement Board
New Mexico
$736K +$23.7K +700 +3%
SW
341
SteelPeak Wealth
California
$724K +$770K +22,694 New
NL
342
NVWM LLC
Pennsylvania
$718K +$763K +22,487 New
SMDAM
343
Sumitomo Mitsui DS Asset Management
Japan
$714K +$6.11K +180 +0.8%
LP
344
LMR Partners
United Kingdom
$699K +$743K +21,912 New
PP
345
Paloma Partners
Connecticut
$695K +$16.6K +488 +2%
WG
346
Winton Group
United Kingdom
$693K +$737K +21,730 New
PFO
347
Pathstone Family Office
New Jersey
$691K +$12.1K +356 +2%
FRM
348
Fox Run Management
Connecticut
$687K +$730K +21,539 New
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$686K +$3.39K +100 +0.5%
AP
350
Advisor Partners
California
$684K -$26.6K -785 -4%

MOS Hedge Fund Activity: Q2 2021 in Review

595 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2021, worth a combined $9.08B — up 2.1% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new MOS positions and 53 closed out — a net gain of 27 holders — while 240 added to existing stakes and 194 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $294M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $150M sold.

  • 595 institutional investors held The Mosaic Company (MOS) as of Q2 2021, up from 572 in Q1 2021.
  • Funds reported $9.08B of The Mosaic Company stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 80 funds opened new The Mosaic Company positions in Q2 2021 and 53 closed out, a net change of +27 holders.
  • The largest The Mosaic Company buyer in Q2 2021 was Fidelity Investments, an estimated $294M added.
  • The largest The Mosaic Company seller in Q2 2021 was 1832 Asset Management, an estimated $150M sold.

Based on aggregated 13F filings for Q2 2021.