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The Mosaic Company

643 hedge funds and large institutions have $7.77B invested in The Mosaic Company in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 249 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 83.78%83.7% (-0.08%)

4% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 79

8% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 249

2% less funds holding

Funds holding: 654643 (-11)

11% less capital invested

Capital invested by funds: $8.75B → $7.77B (-$976M)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $243M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
643
Holders Change
-11
Holders Change %
-1.68%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
76
Increased
230
Reduced
249
Closed
79
Calls
$178M
Puts
$243M
Net Calls
-$65.5M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
476
Avidian Wealth Enterprises
Texas
$203K +$212K +7,024 New
3F
477
360 Financial
Minnesota
$202K
PMAM
478
Penn Mutual Asset Management
Pennsylvania
$202K
MCM
479
MAI Capital Management
Ohio
$202K -$2.02K -67 -0.9%
IAMOG
480
Investors Asset Management of Georgia
Georgia
$201K -$41.9K -1,390 -17%
VI
481
Vestcor Inc
New Brunswick, Canada
$179K
IAIM
482
International Assets Investment Management
Florida
$174K -$4.67K -155 -3%
CA
483
Centerpoint Advisors
Massachusetts
$171K -$1.51K -50 -0.8%
HI
484
Horizon Investments
North Carolina
$153K -$663 -22 -0.4%
SFCL
485
Strengthening Families & Communities LLC
Massachusetts
$146K -$3.28K -109 -2%
PA
486
Parallel Advisors
California
$138K +$14.9K +495 +12%
CTC
487
Central Trust Company
Missouri
$114K -$45.6K -1,515 -28%
NFSG
488
Newbridge Financial Services Group
Florida
$113K
AIP
489
Ameritas Investment Partners
Nebraska
$97.7K -$13.6K -453 -12%
MG
490
Mather Group
Illinois
$90.7K +$50.4K +1,672 +149%
LWCFA
491
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.3K
CIBC Private Wealth Group
492
CIBC Private Wealth Group
Georgia
$82.1K +$67K +2,223 +274%
TWC
493
TD Waterhouse Canada
Ontario, Canada
$78.4K -$52.8K -1,753 -38%
LC
494
Lindbrook Capital
California
$73.3K +$26.7K +886 +54%
CWM
495
Compass Wealth Management
Connecticut
$72.3K
SAM
496
Smartleaf Asset Management
Massachusetts
$69.8K +$994 +33 +1%
NA
497
NewEdge Advisors
Louisiana
$68.3K -$456K -15,122 -86%
GA
498
GFS Advisors
Texas
$62K +$1.75M +58,001 New
Lazard Asset Management
499
Lazard Asset Management
New York
$60K -$443K -14,715 -88%
S
500
SignatureFD
Georgia
$56.8K -$3.19K -106 -5%

MOS Hedge Fund Activity: Q2 2024 in Review

643 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2024, worth a combined $7.77B — down 11% from $8.75B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of MOS and 76 opened new positions — a net loss of 3 holders — while 249 trimmed existing stakes and 230 added.

The largest buyer was Boston Partners, adding an estimated $117M. The largest seller was Pacer Advisors, cutting an estimated $137M.

  • 643 institutional investors held The Mosaic Company (MOS) as of Q2 2024, down from 654 in Q1 2024.
  • Funds reported $7.77B of The Mosaic Company stock for Q2 2024, down 11% quarter-over-quarter.
  • 76 funds opened new The Mosaic Company positions in Q2 2024 and 79 closed out, a net change of -3 holders.
  • The largest The Mosaic Company buyer in Q2 2024 was Boston Partners, an estimated $117M added.
  • The largest The Mosaic Company seller in Q2 2024 was Pacer Advisors, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.