We are live on ! Find out more
MOS icon

The Mosaic Company

755 hedge funds and large institutions have $14.3B invested in The Mosaic Company in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 269 increasing their positions, 304 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.77% more ownership

Funds ownership: 82.95%85.73% (+2.8%)

1% more capital invested

Capital invested by funds: $14.2B → $14.3B (+$110M)

3% less funds holding

Funds holding: 780755 (-25)

12% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 304

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

13% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 95

15% less call options, than puts

Call options by funds: $431M | Put options by funds: $509M

Holders
755
Holders Change
-25
Holders Change %
-3.21%
% of All Funds
13.01%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.36%
New
83
Increased
269
Reduced
304
Closed
95
Calls
$431M
Puts
$509M
Net Calls
-$78.6M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
476
Harvest Investment Services
Illinois
$545K -$2.37M -45,784 -80%
BDF
477
Balasa Dinverno & Foltz
$541K -$50.9K -984 -8%
CAM
478
Cresset Asset Management
Illinois
$540K -$227K -4,391 -28%
IRC
479
Investors Research Corp
Georgia
$539K
SFCL
480
Strengthening Families & Communities LLC
Massachusetts
$539K +$38.2K +739 +7%
SP
481
Symmetry Partners
Connecticut
$536K +$22.5K +436 +4%
MMA
482
Miracle Mile Advisors
California
$529K
CWA
483
Carolina Wealth Advisors
South Carolina
$528K +$56.1K +1,085 +11%
TNBTD
484
Trustmark National Bank Trust Department
Mississippi
$526K -$74.2K -1,435 -12%
RIA
485
Recurrent Investment Advisors
Texas
$524K +$95.4K +1,846 +21%
CS
486
Comerica Securities
Michigan
$516K -$155K -3,007 -22%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$516K +$31.5K +609 +6%
CIM
488
Confluence Investment Management
Missouri
$516K +$66.9K +1,295 +14%
AC
489
Allstate Corporation
Illinois
$515K -$141K -2,720 -20%
AP
490
Advisors Preferred
Maryland
$513K -$128K -2,477 -19%
VCWA
491
Vanguard Capital Wealth Advisors
Colorado
$503K +$539K +10,426 New
EFS
492
Essex Financial Services
Connecticut
$497K -$248K -4,795 -32%
CCC
493
Chelsea Counsel Company
California
$496K -$5.17K -100 -1%
CSB
494
City State Bank
Iowa
$495K +$31K +600 +6%
SMC
495
Smith, Moore & Co
Missouri
$490K -$58.1K -1,125 -10%
DADC
496
D.A. Davidson & Co
Montana
$489K -$48.9K -947 -9%
JFGIW
497
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$484K +$467K +9,039 New
AWMT
498
AAFMAA Wealth Management & Trust
North Carolina
$483K +$517K +10,000 New
SI
499
Symmetry Investments
Jersey
$483K +$517K +10,000 New
SW
500
SVB Wealth
Massachusetts
$481K +$274K +5,293 +114%

MOS Hedge Fund Activity: Q3 2022 in Review

755 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2022, worth a combined $14.3B — up 0.77% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of MOS and 83 opened new positions — a net loss of 12 holders — while 304 trimmed existing stakes and 269 added.

The largest buyer was Capital World Investors, adding an estimated $579M. The largest seller was Fidelity Investments, cutting an estimated $272M.

  • 755 institutional investors held The Mosaic Company (MOS) as of Q3 2022, down from 780 in Q2 2022.
  • Funds reported $14.3B of The Mosaic Company stock for Q3 2022, up 0.77% quarter-over-quarter.
  • 83 funds opened new The Mosaic Company positions in Q3 2022 and 95 closed out, a net change of -12 holders.
  • The largest The Mosaic Company buyer in Q3 2022 was Capital World Investors, an estimated $579M added.
  • The largest The Mosaic Company seller in Q3 2022 was Fidelity Investments, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2022.