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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
CWA
501
Carolina Wealth Advisors
South Carolina
$294K +$72.5K +1,893 +34%
PFGIA
502
Patriot Financial Group Insurance Agency
Massachusetts
$292K +$125K +3,253 +78%
Mercer Global Advisors
503
Mercer Global Advisors
Colorado
$292K +$285K +7,432 New
CAG
504
Csenge Advisory Group
Florida
$291K -$230 -6 -0.1%
V
505
Veritable
Delaware
$291K +$2.91K +76 +1%
Nomura Holdings
506
Nomura Holdings
Japan
$288K -$281K -7,349 -50%
RIA
507
Regal Investment Advisors
Michigan
$285K +$1.38K +36 +0.5%
HIIFS
508
Harel Insurance Investments & Financial Services
Israel
$285K +$187K +4,875 +203%
ACM
509
Aubrey Capital Management
United Kingdom
$285K
JF
510
Jump Financial
Illinois
$284K -$1.02M -26,729 -79%
BPA
511
Beacon Pointe Advisors
California
$283K +$275K +7,191 New
IC
512
IEQ Capital
California
$279K +$12.2K +318 +5%
BBP
513
Banco BTG Pactual
Brazil
$279K +$272K +7,100 New
Brown Advisory
514
Brown Advisory
Maryland
$277K +$270K +7,050 New
IA
515
IFP Advisors
Florida
$275K -$37.8K -988 -12%
MWM
516
Modera Wealth Management
New Jersey
$274K +$268K +6,988 New
CHAM
517
Clear Harbor Asset Management
Connecticut
$273K
DU
518
Delphia (USA)
Ontario, Canada
$272K +$265K +6,929 New
CFB
519
Cullen/Frost Bankers
Texas
$271K
Bessemer Group
520
Bessemer Group
New Jersey
$262K +$3.75K +98 +1%
Aviva
521
Aviva
United Kingdom
$261K -$2.11M -55,027 -89%
RIM
522
Redpoint Investment Management
Australia
$258K
IA
523
IndexIQ Advisors
New York
$258K +$47.4K +1,237 +23%
Creative Planning
524
Creative Planning
Kansas
$257K +$250K +6,542 New
CCP
525
Corient Capital Partners
California
$253K +$3.52K +92 +1%

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.