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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
GSEP
376
Golden State Equity Partners
California
$565K +$506K +15,813 New
Mariner
377
Mariner
Kansas
$563K -$481K -15,040 -49%
NMIMC
378
Northwestern Mutual Investment Management Company
Wisconsin
$561K +$224 +7 +0%
Nomura Holdings
379
Nomura Holdings
Japan
$555K -$593K -18,539 -56%
CFSG
380
Clark Financial Services Group
Missouri
$553K +$495K +15,470 New
FQ
381
First Quadrant
California
$547K
Thrivent Financial for Lutherans
382
Thrivent Financial for Lutherans
Minnesota
$543K +$1.95K +61 +0.4%
BS
383
Boenning & Scattergood
Pennsylvania
$541K -$123K -3,860 -20%
CAN
384
Cetera Advisor Networks
California
$526K +$165K +5,164 +54%
CA
385
Capitolis Advisors
New York
$499K -$224 -7 -0.1%
JWCA
386
J.W. Cole Advisors
Florida
$495K -$220K -6,888 -33%
WAM
387
World Asset Management
Michigan
$488K -$65.4K -2,046 -13%
CIM
388
Contravisory Investment Management
Massachusetts
$488K -$5.21K -163 -1%
SAI
389
Systematic Alpha Investments
New Jersey
$484K +$372K +11,633 New
LHC
390
Little House Capital
Massachusetts
$479K +$429K +13,417 New
AIC
391
Ameritas Investment Company
Nebraska
$471K +$180K +5,626 +74%
SIA
392
Sit Investment Associates
Minnesota
$470K
GT
393
Glenmede Trust
Pennsylvania
$455K +$409K +12,774 New
OAM
394
Optimal Asset Management
California
$452K +$960 +30 +0.2%
GLA
395
Great Lakes Advisors
Illinois
$436K +$185K +5,784 +90%
SC
396
Savant Capital
Illinois
$427K +$5.47K +171 +1%
JHCP
397
Jackson Hole Capital Partners
Oklahoma
$426K
MHIC
398
Marble Harbor Investment Counsel
Massachusetts
$425K
LWAC
399
Laurel Wealth Advisors (California)
California
$422K
LP
400
LMR Partners
United Kingdom
$419K -$326K -10,193 -47%

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.