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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
CRWM
451
Castle Rock Wealth Management
California
$281K +$1.15K +36 +0.5%
CWM
452
CCG Wealth Management
California
$277K
LCM
453
Laurion Capital Management
New York
$275K +$246K +7,700 New
FB
454
Fulton Bank
Pennsylvania
$274K +$23.4K +731 +11%
IWM
455
IHT Wealth Management
Illinois
$273K -$100K -3,139 -29%
AWA
456
Arkadios Wealth Advisors
Georgia
$271K -$44.1K -1,379 -15%
HBT
457
Heartland Bank & Trust
Illinois
$263K +$17.9K +560 +8%
V
458
Veritable
Delaware
$262K +$7.77K +243 +3%
BL
459
Balentine LLC
Georgia
$262K +$235K +7,345 New
WP
460
WealthSource Partners
California
$261K +$9.6K +300 +4%
ACM
461
Aubrey Capital Management
United Kingdom
$259K -$57.6K -1,800 -20%
CI Investments Inc
462
CI Investments Inc
Ontario, Canada
$258K +$1.09K +34 +0.5%
RIA
463
Regal Investment Advisors
Michigan
$258K +$231K +7,227 New
HIS
464
Harvest Investment Services
Illinois
$255K +$13.6K +426 +6%
CHAM
465
Clear Harbor Asset Management
Connecticut
$248K
CFB
466
Cullen/Frost Bankers
Texas
$246K +$64K +2,000 +41%
BCV
467
Banque Cantonale Vaudoise
Switzerland
$244K -$1.61M -50,400 -88%
IC
468
IEQ Capital
California
$243K +$217K +6,784 New
SC
469
Shay Capital
New York
$240K -$43.1K -1,348 -17%
QWM
470
Quaker Wealth Management
New Jersey
$240K +$215K +6,726 New
FC
471
FORA Capital
Florida
$238K +$213K +6,651 New
Bessemer Group
472
Bessemer Group
New Jersey
$235K +$5.5K +172 +3%
RIM
473
Redpoint Investment Management
Australia
$234K
CAPTRUST Financial Advisors
474
CAPTRUST Financial Advisors
North Carolina
$229K +$29.4K +919 +17%
CCP
475
Corient Capital Partners
California
$227K +$203K +6,349 New

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.