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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
HC
501
Hourglass Capital
Texas
$326K +$48.4K +1,000 +16%
AA
502
AlphaCentric Advisors
Puerto Rico
$322K -$16.1K -332 -5%
YMRC
503
Yorktown Management & Research Company
Virginia
$317K +$334K +6,900 New
ACM
504
Acrisure Capital Management
Texas
$314K +$331K +6,834 New
SDIC
505
South Dakota Investment Council
South Dakota
$309K
SGA
506
Seaport Global Advisors
Massachusetts
$307K +$324K +6,691 New
MAG
507
MRA Advisory Group
New Jersey
$306K -$56K -1,156 -15%
TAM
508
Tocqueville Asset Management
New York
$302K
FLPIM
509
F.L. Putnam Investment Management
Massachusetts
$302K -$101K -2,093 -24%
IAIM
510
International Assets Investment Management
Florida
$301K -$274K -5,655 -46%
UB
511
UMB Bank
Missouri
$300K -$11K -228 -3%
TWM
512
Tradition Wealth Management
Minnesota
$296K +$55.9K +1,154 +22%
KA
513
Keene & Associates
Texas
$294K +$11.5K +238 +4%
VVP
514
Venture Visionary Partners
Ohio
$293K +$29.1K +600 +10%
AIMCA
515
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$284K -$518K -10,700 -63%
LOAMS
516
Lombard Odier Asset Management (Switzerland)
Switzerland
$284K
DADC
517
D.A. Davidson & Co
Montana
$282K -$322K -6,656 -52%
VCA
518
Verdence Capital Advisors
Maryland
$277K +$9.25K +191 +3%
Axa
519
Axa
France
$275K -$818K -16,896 -74%
CA
520
Centerpoint Advisors
Massachusetts
$271K -$29.1K -600 -9%
CD
521
Chapin Davis
Maryland
$271K -$76.7K -1,584 -21%
HI
522
Horizon Investments
North Carolina
$270K -$372K -7,676 -57%
KPWS
523
Kestra Private Wealth Services
Texas
$270K +$285K +5,884 New
WG
524
Welch Group
Alabama
$259K +$273K +5,646 New
HBT
525
Heartland Bank & Trust
Illinois
$259K +$17.2K +356 +7%

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.