We are live on ! Find out more
MOS icon

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
BPC
351
Banque Pictet & Cie
Switzerland
$1.14M -$407K -8,401 -25%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$1.14M -$77.8K -1,606 -6%
LGF
353
LGT Group Foundation
Liechtenstein
$1.12M -$35.4K -730 -3%
Creative Planning
354
Creative Planning
Kansas
$1.12M +$617K +12,744 +109%
Corient Private Wealth
355
Corient Private Wealth
Florida
$1.12M -$9.35M -193,126 -89%
QOP
356
Quinn Opportunity Partners
Virginia
$1.1M
RGI
357
River Global Investors
United Kingdom
$1.08M -$1.26M -26,120 -52%
VAM
358
Verity Asset Management
North Carolina
$1.07M +$72.4K +1,496 +7%
LSA
359
Leonteq Securities AG
Switzerland
$1.07M -$743K -15,344 -40%
USCWA
360
U.S. Capital Wealth Advisors
Texas
$1.06M -$14.4K -298 -1%
AG
361
Ascent Group
Virginia
$1.06M +$1.12M +23,108 New
DCM
362
Delta Capital Management
New Jersey
$1.03M -$1.94K -40 -0.2%
PL
363
Perpetual Ltd
Australia
$1.03M +$1.09M +22,444 New
LSERS
364
Louisiana State Employees Retirement System
Louisiana
$1.01M +$4.84K +100 +0.5%
EMPI
365
Elo Mutual Pension Insurance
Finland
$1.01M -$230K -4,742 -18%
NA
366
NewEdge Advisors
Louisiana
$1.01M -$63.8K -1,317 -6%
JMPWA
367
JP Morgan Private Wealth Advisors
California
$999K +$120K +2,479 +13%
API
368
Advisor Partners II
California
$992K +$75.3K +1,554 +8%
IWM
369
IHT Wealth Management
Illinois
$979K +$125K +2,573 +14%
E
370
Ergoteles
New York
$973K -$1.55M -32,051 -60%
AI
371
ArchPoint Investors
Florida
$973K +$9.69K +200 +1%
FCA
372
FinTrust Capital Advisors
South Carolina
$957K
IIC
373
Integrated Investment Consultants
Michigan
$956K +$1.01M +20,838 New
Rafferty Asset Management
374
Rafferty Asset Management
New York
$946K +$75.3K +1,554 +8%
LIM
375
Leavell Investment Management
Alabama
$929K

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.