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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
MCM
476
MAI Capital Management
Ohio
$390K -$5.23K -108 -1%
BIAS
477
Beacon Investment Advisory Services
New Jersey
$388K -$3.68K -76 -0.9%
FTDI
478
First Trust Direct Indexing
Massachusetts
$381K +$170K +3,503 +73%
CM
479
CastleKnight Management
New York
$381K -$1.3M -26,900 -76%
VHAM
480
Van Hulzen Asset Management
California
$379K +$400K +8,270 New
VI
481
Vestcor Inc
New Brunswick, Canada
$374K -$2.03K -42 -0.5%
1WA
482
180 Wealth Advisors
Washington
$373K +$34.7K +716 +10%
QI
483
Qtron Investments
Massachusetts
$372K
ECM
484
Evergreen Capital Management
Washington
$367K +$30.4K +627 +9%
USGIU
485
U.S. Global Investors (USGI)
Texas
$367K
CL
486
CSS LLC
Illinois
$367K +$24.2K +500 +7%
BWP
487
Balboa Wealth Partners
Arizona
$367K +$111K +2,291 +40%
SW
488
SVB Wealth
Massachusetts
$366K -$5.57K -115 -1%
RI
489
Ridgewood Investments
New Jersey
$358K +$378K +7,803 New
3F
490
360 Financial
Minnesota
$358K
GWM
491
Geneos Wealth Management
Colorado
$354K -$28.9K -597 -7%
AA
492
ALPS Advisors
Colorado
$350K +$7.6K +157 +2%
SC
493
SRB Corp
Massachusetts
$341K +$360K +7,433 New
CCI
494
Credit Capital Investments
New Jersey
$340K
WR
495
WD Rutherford
Oregon
$338K -$773K -15,960 -68%
AAS
496
Avantax Advisory Services
Texas
$336K +$3.05K +63 +0.9%
MWM
497
Meridian Wealth Management
Kentucky
$332K
DGAM
498
Desjardins Global Asset Management
Quebec, Canada
$331K -$78.8K -1,628 -18%
AI
499
AdvisorShares Investments
Maryland
$328K -$3.83K -79 -1%
CAG
500
Csenge Advisory Group
Florida
$326K -$6.49K -134 -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.