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The Mosaic Company

634 hedge funds and large institutions have $7.24B invested in The Mosaic Company in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 247 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.23% more ownership

Funds ownership: 83.7%84.93% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 83

1% less funds holding

Funds holding: 643634 (-9)

7% less capital invested

Capital invested by funds: $7.77B → $7.24B (-$526M)

10% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 247

21% less call options, than puts

Call options by funds: $188M | Put options by funds: $240M

Holders
634
Holders Change
-9
Holders Change %
-1.4%
% of All Funds
9.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
222
Reduced
247
Closed
83
Calls
$188M
Puts
$240M
Net Calls
-$51.4M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
451
United Capital Financial Advisors
Texas
$224K +$230K +8,355 New
TPWA
452
TRUE Private Wealth Advisors
Oregon
$223K -$523 -19 -0.2%
BAM
453
Blueshift Asset Management
New Jersey
$222K +$228K +8,287 New
PA
454
Probity Advisors
Texas
$219K -$3.16K -115 -1%
BMSSC
455
B. Metzler seel. Sohn & Co
Germany
$218K
V
456
ViaWealth
Kansas
$217K -$74.6K -2,713 -25%
PCMC
457
Paragon Capital Management (Colorado)
Colorado
$214K -$38.5K -1,400 -15%
FFN
458
Focus Financial Network
Minnesota
$212K +$8.61K +313 +4%
KWA
459
Kingswood Wealth Advisors
California
$211K -$141K -5,124 -39%
CI Investments Inc
460
CI Investments Inc
Ontario, Canada
$211K -$282K -10,263 -57%
MC
461
Moors & Cabot
Massachusetts
$210K -$3.49K -127 -2%
OC
462
Oppenheimer & Co
New York
$210K
OR
463
Olympiad Research
Connecticut
$209K +$215K +7,811 New
PAG
464
Private Advisor Group
New Jersey
$208K -$48.8K -1,775 -19%
AFCM
465
Applied Finance Capital Management
Puerto Rico
$207K
Northwestern Mutual Wealth Management
466
Northwestern Mutual Wealth Management
Wisconsin
$207K -$11K -400 -5%
SCM
467
Semanteon Capital Management
Massachusetts
$205K +$211K +7,659 New
SC
468
Sapient Capital
Indiana
$204K -$1.21K -44 -0.6%
IWC
469
Integrated Wealth Concepts
Massachusetts
$204K -$15.6K -567 -7%
CAPTRUST Financial Advisors
470
CAPTRUST Financial Advisors
North Carolina
$203K -$41.6K -1,512 -17%
OPTFSNA
471
Old Point Trust & Financial Services N A
Virginia
$193K -$24.8K -900 -11%
VI
472
Vestcor Inc
New Brunswick, Canada
$166K
SFCL
473
Strengthening Families & Communities LLC
Massachusetts
$138K +$2.86K +104 +2%
Jones Financial Companies
474
Jones Financial Companies
Missouri
$130K +$124K +4,514 +1,500%
S
475
SignatureFD
Georgia
$125K +$73.9K +2,685 +137%

MOS Hedge Fund Activity: Q3 2024 in Review

634 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2024, worth a combined $7.24B — down 6.8% from $7.77B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of MOS and 77 opened new positions — a net loss of 6 holders — while 247 trimmed existing stakes and 222 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $70.2M. The largest seller was Balyasny Asset Management, cutting an estimated $66.5M.

  • 634 institutional investors held The Mosaic Company (MOS) as of Q3 2024, down from 643 in Q2 2024.
  • Funds reported $7.24B of The Mosaic Company stock for Q3 2024, down 6.8% quarter-over-quarter.
  • 77 funds opened new The Mosaic Company positions in Q3 2024 and 83 closed out, a net change of -6 holders.
  • The largest The Mosaic Company buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $70.2M added.
  • The largest The Mosaic Company seller in Q3 2024 was Balyasny Asset Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2024.