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The Mosaic Company

605 hedge funds and large institutions have $10.2B invested in The Mosaic Company in 2021 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 214 increasing their positions, 227 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 52

13% more capital invested

Capital invested by funds: $9.08B → $10.2B (+$1.14B)

2% more funds holding

Funds holding: 595605 (+10)

0.24% more ownership

Funds ownership: 75.05%75.29% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

6% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 227

39% less call options, than puts

Call options by funds: $253M | Put options by funds: $414M

Holders
605
Holders Change
+10
Holders Change %
+1.68%
% of All Funds
10.59%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
68
Increased
214
Reduced
227
Closed
52
Calls
$253M
Puts
$414M
Net Calls
-$160M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
501
Patriot Financial Group Insurance Agency
Massachusetts
$149K +$45.4K +1,419 +51%
TWM
502
Tradition Wealth Management
Minnesota
$146K -$16K -500 -11%
DMBA
503
Deseret Mutual Benefit Administrators
Utah
$145K -$82.8K -2,590 -39%
PA
504
Parallel Advisors
California
$130K +$14.2K +445 +14%
LS
505
Livforsakringsbolaget Skandia
Sweden
$127K -$125K -3,900 -52%
BAM
506
Belpointe Asset Management
Nevada
$110K -$46.3K -1,447 -32%
SIM
507
Sentry Investment Management
Wisconsin
$107K -$14K -438 -13%
LWCFA
508
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K
SOW
509
State of Wyoming
Wyoming
$99K +$88.6K +2,770 New
AA
510
AlphaMark Advisors
Kentucky
$89K
NFSG
511
Newbridge Financial Services Group
Florida
$86K
HIIFS
512
Harel Insurance Investments & Financial Services
Israel
$86K +$28.9K +905 +60%
PCTC
513
Perkins Coie Trust Company
Washington
$79K
PK
514
Pflug Koory
Nebraska
$75K -$28.8K -900 -30%
Federated Hermes
515
Federated Hermes
Pennsylvania
$74K +$64 +2 +0.1%
CWAF
516
Core Wealth Advisors (Florida)
Florida
$71K +$64K +2,000 New
GWM
517
Geneos Wealth Management
Colorado
$66K +$96 +3 +0.2%
EI
518
Ellevest Inc
New York
$61K +$25.4K +793 +86%
APA
519
American Portfolios Advisors
New York
$59.1K +$8.99K +281 +20%
FHA
520
First Horizon Advisors
Tennessee
$58K +$160 +5 +0.3%
FCA
521
FinTrust Capital Advisors
South Carolina
$58K +$45.4K +1,419 +743%
BCA
522
Berman Capital Advisors
Georgia
$56K +$23.2K +724 +84%
LC
523
Lindbrook Capital
California
$54K
FMT
524
First Mercantile Trust
Tennessee
$52K -$1.6K -50 -3%
S
525
SignatureFD
Georgia
$51K +$2.69K +84 +6%

MOS Hedge Fund Activity: Q3 2021 in Review

605 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2021, worth a combined $10.2B — up 13% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MOS positions and 52 closed out — a net gain of 16 holders — while 214 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $68.4M. The largest seller was Susquehanna International Group, cutting an estimated $54.3M.

  • 605 institutional investors held The Mosaic Company (MOS) as of Q3 2021, up from 595 in Q2 2021.
  • Funds reported $10.2B of The Mosaic Company stock for Q3 2021, up 13% quarter-over-quarter.
  • 68 funds opened new The Mosaic Company positions in Q3 2021 and 52 closed out, a net change of +16 holders.
  • The largest The Mosaic Company buyer in Q3 2021 was Fidelity Investments, an estimated $68.4M added.
  • The largest The Mosaic Company seller in Q3 2021 was Susquehanna International Group, an estimated $54.3M sold.

Based on aggregated 13F filings for Q3 2021.