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The Mosaic Company

679 hedge funds and large institutions have $12.1B invested in The Mosaic Company in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 271 increasing their positions, 171 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 58

143% more call options, than puts

Call options by funds: $1.01B | Put options by funds: $414M

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

58% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 171

18% more capital invested

Capital invested by funds: $10.2B → $12.1B (+$1.87B)

12% more funds holding

Funds holding: 605679 (+74)

6.17% more ownership

Funds ownership: 75.29%81.46% (+6.2%)

Holders
679
Holders Change
+74
Holders Change %
+12.23%
% of All Funds
10.45%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.35%
New
143
Increased
271
Reduced
171
Closed
58
Calls
$1.01B
Puts
$414M
Net Calls
+$593M
Net Calls Change
+$753M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
476
Northwestern Mutual Wealth Management
Wisconsin
$343K -$2.95K -77 -0.9%
PAG
477
Private Advisory Group
Washington
$343K +$334K +8,731 New
FFM
478
Forum Financial Management
Illinois
$339K +$330K +8,620 New
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$336K -$13.7K -358 -4%
KA
480
Keene & Associates
Texas
$334K +$326K +8,511 New
1WA
481
180 Wealth Advisors
Washington
$330K -$32K -836 -9%
TPWA
482
TRUE Private Wealth Advisors
Oregon
$326K
CA
483
Centerpoint Advisors
Massachusetts
$326K +$7.66K +200 +2%
CI
484
Cigna Investments
Connecticut
$325K -$87.8K -2,294 -22%
SAM
485
Seelaus Asset Management
New Jersey
$323K
A
486
Astrantus
Cyprus
$321K +$313K +8,166 New
CAPTRUST Financial Advisors
487
CAPTRUST Financial Advisors
North Carolina
$320K +$66.9K +1,746 +27%
NFG
488
Next Financial Group
Texas
$317K +$261K +6,824 +553%
FB
489
Fulton Bank
Pennsylvania
$313K +$10.1K +263 +3%
KWM
490
Kingsview Wealth Management
Oregon
$313K +$306K +7,979 New
E
491
Ergoteles
New York
$311K +$303K +7,916 New
JCM
492
J2 Capital Management
Michigan
$306K +$298K +7,780 New
CWM
493
CCG Wealth Management
California
$305K
CIM
494
Confluence Investment Management
Missouri
$305K +$298K +7,771 New
Vontobel Holding
495
Vontobel Holding
Switzerland
$304K -$82.2K -2,148 -22%
CG
496
Cutler Group
California
$303K -$111K -2,904 -27%
IWM
497
IHT Wealth Management
Illinois
$303K +$2.83K +74 +1%
BL
498
Balentine LLC
Georgia
$295K +$5.78K +151 +2%
OTL
499
Oak Thistle LLC
New York
$295K +$287K +7,504 New
CRWM
500
Castle Rock Wealth Management
California
$294K +$1.15K +30 +0.4%

MOS Hedge Fund Activity: Q4 2021 in Review

679 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2021, worth a combined $12.1B — up 18% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new MOS positions and 58 closed out — a net gain of 85 holders — while 271 added to existing stakes and 171 trimmed.

The largest buyer was Soroban Capital Partners, opening a new position worth an estimated $168M. The largest seller was Boston Partners, cutting an estimated $80.8M.

  • 679 institutional investors held The Mosaic Company (MOS) as of Q4 2021, up from 605 in Q3 2021.
  • Funds reported $12.1B of The Mosaic Company stock for Q4 2021, up 18% quarter-over-quarter.
  • 143 funds opened new The Mosaic Company positions in Q4 2021 and 58 closed out, a net change of +85 holders.
  • The largest The Mosaic Company buyer in Q4 2021 was Soroban Capital Partners, an estimated $168M added.
  • The largest The Mosaic Company seller in Q4 2021 was Boston Partners, an estimated $80.8M sold.

Based on aggregated 13F filings for Q4 2021.