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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
CM
376
CoreCommodity Management
Connecticut
$928K +$86.5K +1,787 +10%
AFM
377
Anson Funds Management
Texas
$918K
EI
378
Ethic Inc
New York
$894K -$312K -6,442 -25%
OC
379
Oppenheimer & Co
New York
$880K +$189K +3,893 +25%
PIMJS
380
PKO Investment Management Joint-Stock
Poland
$872K
M&T Bank
381
M&T Bank
New York
$865K -$19.5K -402 -2%
FIM
382
Fruth Investment Management
Texas
$864K -$4.84K -100 -0.5%
VEA
383
Virtus ETF Advisers
New York
$842K -$210K -4,343 -19%
EF
384
Empirical Finance
Pennsylvania
$805K +$25.2K +520 +3%
MC
385
Maverick Capital
Texas
$798K +$511K +10,561 +154%
CWM
386
CIBC World Markets
New York
$790K -$1.1M -22,811 -57%
NFG
387
Nations Financial Group
Iowa
$770K -$107K -2,214 -12%
AWC
388
Abundance Wealth Counselors
Pennsylvania
$747K +$24.2K +499 +3%
IMC Chicago
389
IMC Chicago
Illinois
$747K -$353K -7,288 -31%
CQS
390
Credential Qtrade Securities
$745K +$10.7K +220 +1%
AM
391
AGF Management
Ontario, Canada
$742K +$55.7K +1,150 +8%
NB
392
Norinchukin Bank
Japan
$739K +$32.4K +670 +4%
DILIC
393
Dai-ichi Life Insurance Company
Japan
$738K
SC
394
Savant Capital
Illinois
$735K +$65K +1,342 +9%
HL
395
HeadInvest LLC
Maine
$734K
CFSG
396
Clark Financial Services Group
Missouri
$730K -$678 -14 -0.1%
CIM
397
CIM Investment Management
Pennsylvania
$727K +$37.5K +775 +5%
QWM
398
QP Wealth Management
New Jersey
$724K -$200K -4,138 -21%
NMERB
399
New Mexico Educational Retirement Board
New Mexico
$723K -$24.2K -500 -3%
FIM
400
Freedom Investment Management
Connecticut
$713K -$74.6K -1,540 -9%

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.