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The Mosaic Company

624 hedge funds and large institutions have $6.75B invested in The Mosaic Company in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 197 increasing their positions, 246 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more call options, than puts

Call options by funds: $267M | Put options by funds: $223M

1.42% more ownership

Funds ownership: 84.93%86.34% (+1.4%)

1% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 98

2% less funds holding

Funds holding: 634624 (-10)

7% less capital invested

Capital invested by funds: $7.24B → $6.75B (-$497M)

20% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 246

Holders
624
Holders Change
-10
Holders Change %
-1.58%
% of All Funds
8.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
99
Increased
197
Reduced
246
Closed
98
Calls
$267M
Puts
$223M
Net Calls
+$43.7M
Net Calls Change
+$95.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$59.2M -$11.2M -428,546 -15%
Amundi
27
Amundi
France
$56.3M -$38.9M -1,485,905 -39%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$52.8M -$10M -383,182 -15%
UBS AM
29
UBS AM
Illinois
$50.1M +$6.15M +235,009 +13%
LSV Asset Management
30
LSV Asset Management
Illinois
$47.4M -$9.23M -353,000 -15%
RL
31
Ruffer LLP
United Kingdom
$41.4M -$6.87M -262,700 -13%
Allianz Asset Management
32
Allianz Asset Management
Germany
$39.2M +$27.3M +1,045,812 +191%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$38.4M +$27.9M +1,067,694 +216%
CC
34
Criteria Caixa
Spain
$36.2M
Bank of America
35
Bank of America
North Carolina
$34.3M -$6.48M -247,634 -15%
Swedbank
36
Swedbank
Sweden
$34.1M +$3.08M +117,838 +9%
AQR Capital Management
37
AQR Capital Management
Connecticut
$31.2M -$15.2M -581,894 -31%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$29.6M +$6.01M +229,743 +24%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$28.2M +$11.1M +423,546 +58%
SCI
40
S&CO Inc
Massachusetts
$27.8M -$1.2M -45,716 -4%
Barclays
41
Barclays
United Kingdom
$27.8M -$2.03M -77,712 -6%
JP Morgan Chase
42
JP Morgan Chase
New York
$27.3M -$19.8M -758,632 -41%
CC
43
Covalis Capital
United Kingdom
$27M +$28.8M +1,099,707 New
Squarepoint
44
Squarepoint
New York
$24.8M -$22.5M -860,561 -46%
SAM
45
Storebrand Asset Management
Norway
$23.7M +$4.08M +156,128 +19%
SSA
46
Schonfeld Strategic Advisors
New York
$23.5M +$22.7M +867,722 +985%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$23.4M -$7.71M -294,809 -24%
Legal & General Group
48
Legal & General Group
United Kingdom
$22.8M -$2.58M -98,645 -10%
N
49
Nuveen
North Carolina
$22.2M -$777K -29,699 -3%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$22.2M +$880K +33,635 +4%

MOS Hedge Fund Activity: Q4 2024 in Review

624 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2024, worth a combined $6.75B — down 6.9% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MOS positions and 98 closed out — a net gain of 1 holder — while 197 added to existing stakes and 246 trimmed.

The largest buyer was Invesco, adding an estimated $80M. The largest seller was Capital World Investors, cutting an estimated $211M.

  • 624 institutional investors held The Mosaic Company (MOS) as of Q4 2024, down from 634 in Q3 2024.
  • Funds reported $6.75B of The Mosaic Company stock for Q4 2024, down 6.9% quarter-over-quarter.
  • 99 funds opened new The Mosaic Company positions in Q4 2024 and 98 closed out, a net change of +1 holder.
  • The largest The Mosaic Company buyer in Q4 2024 was Invesco, an estimated $80M added.
  • The largest The Mosaic Company seller in Q4 2024 was Capital World Investors, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2024.