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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
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$464K +$48.8K +1,007 +11%
ACM
452
Ashford Capital Management
Delaware
$459K -$484K -10,000 -50%
TMC
453
Trellus Management Company
Florida
$459K +$242K +5,000 +100%
CIM
454
Confluence Investment Management
Missouri
$456K -$49.8K -1,028 -9%
KeyBank National Association
455
KeyBank National Association
Ohio
$454K +$172K +3,543 +56%
AWM
456
Apollon Wealth Management
South Carolina
$450K -$43K -887 -8%
TPWA
457
TRUE Private Wealth Advisors
Oregon
$440K +$61.4K +1,267 +15%
KAS
458
Kestra Advisory Services
Texas
$440K -$340K -7,015 -42%
MC
459
Moors & Cabot
Massachusetts
$436K +$27.3K +564 +6%
Capstone Investment Advisors
460
Capstone Investment Advisors
New York
$432K +$456K +9,407 New
MNBTD
461
Moody National Bank Trust Division
Texas
$424K
Nomura Holdings
462
Nomura Holdings
Japan
$422K +$205K +4,225 +85%
EH
463
Equitable Holdings
New York
$421K -$169K -3,499 -28%
SWP
464
Stratos Wealth Partners
Ohio
$420K +$31.8K +656 +8%
NL
465
NWAM LLC
Washington
$420K +$443K +9,144 New
PA
466
Profund Advisors
Maryland
$419K -$12.3K -253 -3%
CHAM
467
Clear Harbor Asset Management
Connecticut
$416K +$12.1K +250 +3%
PCMF
468
Private Capital Management (Florida)
Florida
$413K +$48.4K +1,000 +13%
CW
469
CreativeOne Wealth
Kansas
$409K +$58.2K +1,201 +16%
UAS
470
United Asset Strategies
New York
$409K +$33.2K +686 +8%
HIS
471
Harvest Investment Services
Illinois
$406K +$121K +2,491 +39%
V
472
Veritable
Delaware
$401K +$7.6K +157 +2%
FFM
473
Forum Financial Management
Illinois
$396K
BCV
474
Banque Cantonale Vaudoise
Switzerland
$396K -$38.7K -800 -8%
TMAM
475
Tokio Marine Asset Management
Japan
$395K +$57.4K +1,186 +16%

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.