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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
UIA
351
UBP Investment Advisors
Switzerland
$730K +$11.9K +373 +2%
DADC
352
D.A. Davidson & Co
Montana
$727K -$28.9K -905 -4%
Lido Advisors
353
Lido Advisors
California
$722K +$647K +20,231 New
USGIU
354
U.S. Global Investors (USGI)
Texas
$714K
VPIM
355
Vanguard Personalized Indexing Management
California
$710K +$399K +12,460 +168%
IMRF
356
Illinois Municipal Retirement Fund
Illinois
$700K
HI
357
Humankind Investments
New York
$699K +$211K +6,598 +51%
CWM
358
CIBC World Markets
New York
$696K -$144K -4,508 -19%
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$690K +$539K +16,845 +674%
CAM
360
Cresset Asset Management
Illinois
$683K +$33.4K +1,043 +6%
SAM
361
Shell Asset Management
Netherlands
$680K +$42.3K +1,324 +7%
KRS
362
Kentucky Retirement Systems
Kentucky
$679K -$36.1K -1,130 -6%
LIM
363
Leavell Investment Management
Alabama
$679K +$304K +9,500 +100%
FAM
364
Fulcrum Asset Management
United Kingdom
$642K
Cetera Investment Advisers
365
Cetera Investment Advisers
Illinois
$637K -$50.9K -1,591 -8%
WJWM
366
Williams Jones Wealth Management
New York
$636K +$38.1K +1,192 +7%
US Bancorp
367
US Bancorp
Minnesota
$634K +$10.5K +329 +2%
X
368
Xponance
Pennsylvania
$614K -$53.7K -1,679 -9%
SI
369
Stephens Inc
Arkansas
$614K +$46K +1,439 +9%
CIM
370
CIM Investment Management
Pennsylvania
$613K -$3.07K -96 -0.6%
FIM
371
Fruth Investment Management
Texas
$603K
M&T Bank
372
M&T Bank
New York
$593K -$20.8K -649 -4%
Marshall Wace
373
Marshall Wace
United Kingdom
$583K -$122K -3,816 -19%
NWS
374
Newport Wealth Strategies
California
$583K +$8K +250 +2%
HL
375
HeadInvest LLC
Maine
$572K

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.