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The Mosaic Company

755 hedge funds and large institutions have $14.3B invested in The Mosaic Company in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 269 increasing their positions, 304 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.77% more ownership

Funds ownership: 82.95%85.73% (+2.8%)

1% more capital invested

Capital invested by funds: $14.2B → $14.3B (+$110M)

3% less funds holding

Funds holding: 780755 (-25)

12% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 304

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

13% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 95

15% less call options, than puts

Call options by funds: $431M | Put options by funds: $509M

Holders
755
Holders Change
-25
Holders Change %
-3.21%
% of All Funds
13.01%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.36%
New
83
Increased
269
Reduced
304
Closed
95
Calls
$431M
Puts
$509M
Net Calls
-$78.6M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
401
Leavell Investment Management
Alabama
$1M +$33.6K +650 +3%
CAPTRUST Financial Advisors
402
CAPTRUST Financial Advisors
North Carolina
$999K +$420K +8,127 +65%
SAM
403
Synergy Asset Management
Washington
$999K +$1.07M +20,672 New
MLICM
404
Metropolitan Life Insurance Company (MetLife)
New York
$993K -$64.5K -1,248 -6%
QWM
405
QP Wealth Management
New Jersey
$991K -$13.7K -265 -1%
US Bancorp
406
US Bancorp
Minnesota
$982K +$216K +4,174 +26%
SAM
407
Shell Asset Management
Netherlands
$968K -$315K -6,088 -23%
AFM
408
Anson Funds Management
Texas
$967K -$517K -10,000 -33%
CQS
409
Credential Qtrade Securities
$950K +$1.02M +19,650 New
FIM
410
Fruth Investment Management
Texas
$944K +$121K +2,350 +14%
NFG
411
Nations Financial Group
Iowa
$927K +$9.97K +193 +1%
PIMJS
412
PKO Investment Management Joint-Stock
Poland
$918K -$362K -7,000 -27%
MIAN
413
Mariner Independent Advisor Network
Kansas
$912K +$239K +4,620 +32%
NMERB
414
New Mexico Educational Retirement Board
New Mexico
$897K -$103K -2,000 -10%
CA
415
Cetera Advisors
Colorado
$885K -$1.08M -20,844 -53%
FI
416
Fractal Investments
Connecticut
$878K +$238K +4,600 +34%
NSIM
417
North Star Investment Management
Illinois
$871K +$415K +8,030 +80%
IA
418
IFP Advisors
Florida
$869K +$37.6K +728 +5%
Balyasny Asset Management
419
Balyasny Asset Management
Illinois
$855K -$420K -8,122 -31%
GG
420
Golden Green
South Carolina
$832K -$373K -7,212 -30%
UIA
421
UBP Investment Advisors
Switzerland
$830K -$248K -4,802 -22%
DILIC
422
Dai-ichi Life Insurance Company
Japan
$820K +$876K +16,960 New
JWCA
423
J.W. Cole Advisors
Florida
$806K -$82.6K -1,599 -9%
USCWA
424
U.S. Capital Wealth Advisors
Texas
$802K -$46.5K -900 -5%
SIA
425
Sit Investment Associates
Minnesota
$801K

MOS Hedge Fund Activity: Q3 2022 in Review

755 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2022, worth a combined $14.3B — up 0.77% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of MOS and 83 opened new positions — a net loss of 12 holders — while 304 trimmed existing stakes and 269 added.

The largest buyer was Capital World Investors, adding an estimated $579M. The largest seller was Fidelity Investments, cutting an estimated $272M.

  • 755 institutional investors held The Mosaic Company (MOS) as of Q3 2022, down from 780 in Q2 2022.
  • Funds reported $14.3B of The Mosaic Company stock for Q3 2022, up 0.77% quarter-over-quarter.
  • 83 funds opened new The Mosaic Company positions in Q3 2022 and 95 closed out, a net change of -12 holders.
  • The largest The Mosaic Company buyer in Q3 2022 was Capital World Investors, an estimated $579M added.
  • The largest The Mosaic Company seller in Q3 2022 was Fidelity Investments, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2022.