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The Mosaic Company

718 hedge funds and large institutions have $13.6B invested in The Mosaic Company in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 264 increasing their positions, 281 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $383M | Put options by funds: $326M

7% more capital invested

Capital invested by funds: $12.8B → $13.6B (+$864M)

1.76% more ownership

Funds ownership: 86.83%88.59% (+1.8%)

6% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 281

6% less funds holding

Funds holding: 764718 (-46)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

29% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 102

Holders
718
Holders Change
-46
Holders Change %
-6.02%
% of All Funds
11.44%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
72
Increased
264
Reduced
281
Closed
102
Calls
$383M
Puts
$326M
Net Calls
+$57.8M
Net Calls Change
+$218M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Cullinan Associates
Kentucky
$1.33M +$169K +3,500 +14%
PWM
327
Perigon Wealth Management
California
$1.33M -$13.5K -279 -1%
SAM
328
Securian Asset Management
Minnesota
$1.32M +$2.18K +45 +0.2%
WJWM
329
Williams Jones Wealth Management
New York
$1.32M +$86.6K +1,788 +7%
William Blair & Company
330
William Blair & Company
Illinois
$1.29M +$18.2K +376 +1%
SAM
331
Shell Asset Management
Netherlands
$1.28M +$589K +12,161 +77%
Janney Montgomery Scott
332
Janney Montgomery Scott
Pennsylvania
$1.28M -$2.45M -50,513 -64%
PA
333
Pinnacle Associates
New York
$1.27M -$36.7K -757 -3%
JFG
334
Jefferies Financial Group
New York
$1.27M +$1.34M +27,623 New
BMSSC
335
B. Metzler seel. Sohn & Co
Germany
$1.26M +$113K +2,337 +9%
WTG
336
West Tower Group
Virginia
$1.25M +$1.32M +27,200 New
FI
337
Fractal Investments
Connecticut
$1.25M
KRS
338
Kentucky Retirement Systems
Kentucky
$1.24M -$10.8K -224 -0.8%
DA
339
Duality Advisers
Florida
$1.23M +$1.3M +26,796 New
MSRPS
340
Maryland State Retirement & Pension System
Maryland
$1.23M
GCWM
341
Graham Capital Wealth Management
District of Columbia
$1.22M +$128K +2,652 New
ATPW
342
Ashton Thomas Private Wealth
Arizona
$1.21M +$1.28M +26,457 New
CGH
343
Crossmark Global Holdings
Texas
$1.21M -$37.3K -770 -3%
EC
344
Estate Counselors
Wisconsin
$1.21M +$1.27M +26,280 New
Cetera Investment Advisers
345
Cetera Investment Advisers
Illinois
$1.18M -$940K -19,415 -43%
ANRF
346
Adams Natural Resources Fund
Maryland
$1.17M
Daiwa Securities Group
347
Daiwa Securities Group
Japan
$1.17M +$56.7K +1,170 +5%
CGIM
348
Capital Group Investment Management
Singapore
$1.17M -$73.3K -1,514 -6%
PL
349
Polianta Ltd
Jersey
$1.15M +$499K +10,300 +70%
Nordea Investment Management
350
Nordea Investment Management
Sweden
$1.15M -$140M -2,895,996 -99%

MOS Hedge Fund Activity: Q1 2023 in Review

718 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2023, worth a combined $13.6B — up 6.8% from $12.8B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of MOS and 72 opened new positions — a net loss of 30 holders — while 281 trimmed existing stakes and 264 added.

The largest buyer was Capital World Investors, adding an estimated $1.07B. The largest seller was Soroban Capital Partners, cutting an estimated $217M.

  • 718 institutional investors held The Mosaic Company (MOS) as of Q1 2023, down from 764 in Q4 2022.
  • Funds reported $13.6B of The Mosaic Company stock for Q1 2023, up 6.8% quarter-over-quarter.
  • 72 funds opened new The Mosaic Company positions in Q1 2023 and 102 closed out, a net change of -30 holders.
  • The largest The Mosaic Company buyer in Q1 2023 was Capital World Investors, an estimated $1.07B added.
  • The largest The Mosaic Company seller in Q1 2023 was Soroban Capital Partners, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2023.