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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
JWCA
426
J.W. Cole Advisors
Florida
$536K -$131K -2,695 -19%
SAI
427
Systematic Alpha Investments
New Jersey
$534K
SIM
428
Seaview Investment Managers
Florida
$532K +$562K +11,600 New
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$532K -$22.1K -457 -4%
TRCT
430
Tower Research Capital (TRC)
New York
$531K +$220K +4,534 +64%
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$529K -$154K -3,172 -22%
BS
432
Banco Santander
Spain
$520K +$549K +11,338 New
CWM
433
Compass Wealth Management
Connecticut
$518K +$547K +11,300 New
EWA
434
EverSource Wealth Advisors
Alabama
$514K +$6.73K +139 +1%
IRC
435
Investors Research Corp
Georgia
$512K
TCM
436
Teza Capital Management
Illinois
$509K -$101K -2,085 -16%
MMA
437
Miracle Mile Advisors
California
$502K
CAM
438
Cresset Asset Management
Illinois
$501K +$23.6K +487 +5%
BL
439
Balentine LLC
Georgia
$499K -$245K -5,051 -32%
RIA
440
Recurrent Investment Advisors
Texas
$498K
Northwestern Mutual Wealth Management
441
Northwestern Mutual Wealth Management
Wisconsin
$497K +$31.2K +644 +6%
VF
442
Virtu Financial
New York
$495K +$118K +2,439 +29%
NMIMC
443
Northwestern Mutual Investment Management Company
Wisconsin
$491K +$1.5K +31 +0.3%
LFM
444
LGT Fund Management
Liechtenstein
$491K -$2.42M -50,000 -82%
CS
445
Comerica Securities
Michigan
$490K -$48 -1 -0%
VIA
446
Vident Investment Advisory
Georgia
$488K -$497K -10,273 -49%
SCA
447
Sage Capital Advisors
South Dakota
$481K
DCM
448
Dupont Capital Management
Delaware
$472K -$257K -5,300 -34%
MME
449
Meag Munich Ergo
Germany
$471K -$1.66M -34,277 -77%
FF
450
Fluent Financial
Texas
$466K -$3.29M -67,858 -87%

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.