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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
First Trust Advisors
26
First Trust Advisors
Illinois
$94M +$43.3M +893,336 +77%
Amundi
27
Amundi
France
$85.3M -$16.5M -340,695 -16%
Charles Schwab
28
Charles Schwab
California
$84.9M +$1.15M +23,718 +1%
N
29
Nuveen
North Carolina
$76M -$8.99M -185,600 -10%
UBS Group
30
UBS Group
Switzerland
$72.8M +$32.7M +675,937 +74%
RL
31
Ruffer LLP
United Kingdom
$72.4M +$76.4M +1,578,354 New
WI
32
Wafra Inc
New York
$72M -$620K -12,811 -0.8%
UBS AM
33
UBS AM
Illinois
$68.3M -$19.4M -400,684 -21%
CC
34
Criteria Caixa
Spain
$63M -$194K -4,000 -0.3%
Federated Hermes
35
Federated Hermes
Pennsylvania
$62.2M +$4M +82,506 +6%
Swiss National Bank
36
Swiss National Bank
Switzerland
$62M -$2.53M -52,200 -4%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$58.9M +$10.7M +221,945 +21%
VanEck Associates
38
VanEck Associates
New York
$58.7M -$7.51M -155,171 -11%
SCI
39
S&CO Inc
Massachusetts
$54.1M +$109K +2,255 +0.2%
Barclays
40
Barclays
United Kingdom
$49.9M +$11.8M +242,720 +29%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$49.2M +$1.17M +24,200 +2%
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$49M -$30.7M -633,657 -37%
Citigroup
43
Citigroup
New York
$48.6M -$141K -2,902 -0.3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$47.1M -$10.1M -209,199 -17%
AllianceBernstein
45
AllianceBernstein
Tennessee
$46.7M -$14.4M -298,183 -23%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$45.7M +$924K +19,071 +2%
Marshall Wace
47
Marshall Wace
United Kingdom
$44M +$46.5M +959,919 New
GT
48
Glenmede Trust
Pennsylvania
$43.8M +$231K +4,774 +0.5%
TSW
49
Thompson Siegel & Walmsley
Virginia
$43.6M +$3.42M +70,529 +8%
APG Asset Management
50
APG Asset Management
Netherlands
$43.1M +$814K +16,807 +2%

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.