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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
IWA
526
IBEX Wealth Advisors
New Jersey
$50K +$44.8K +1,400 New
Optiver Holding
527
Optiver Holding
Netherlands
$49K +$43.5K +1,359 New
Capstone Investment Advisors
528
Capstone Investment Advisors
New York
$44K -$3.66M -114,300 -99%
NFG
529
Next Financial Group
Texas
$44K -$2.46K -77 -6%
CFN
530
Cordasco Financial Network
Florida
$44K +$10.2K +320 +36%
TPCW
531
TD Private Client Wealth
New York
$43.6K +$576 +18 +1%
SCA
532
Stonebridge Capital Advisors
Minnesota
$40K -$35.5K -1,110 -50%
T
533
TOBAM
France
$40K
WWMSC
534
Wagner Wealth Management (South Carolina)
South Carolina
$40K +$10.3K +322 +50%
SWM
535
Selective Wealth Management
Virginia
$36K -$16K -500 -33%
FIA
536
FNY Investment Advisers
New York
$35K -$217K -6,800 -87%
GRP
537
Global Retirement Partners
California
$35K -$4.41K -138 -12%
HNB
538
Huntington National Bank
Ohio
$34K +$30.4K +950 +95,000%
CA
539
Clearstead Advisors
Ohio
$32K +$26.6K +831 +1,204%
SGAM
540
Smith Group Asset Management
Texas
$31K -$3.52K -110 -11%
JFGIW
541
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K
FMP
542
Financial Management Professionals
Texas
$28K +$13.3K +416 +111%
EWM
543
Edge Wealth Management
New York
$27K
First Manhattan
544
First Manhattan
New York
$25K -$6.4K -200 -22%
EVM
545
Eaton Vance Management
Massachusetts
$24K -$69.9K -2,186 -21%
QCG
546
Quadrant Capital Group
Ohio
$24K +$1.38K +43 +7%
PFBT
547
Parkside Financial Bank & Trust
Missouri
$21K +$1.5K +47 +9%
CI
548
CX Institutional
Indiana
$20K +$4.38K +137 +33%
EWM
549
Evermay Wealth Management
Virginia
$20K +$17.9K +560 New
JWM
550
Janiczek Wealth Management
Colorado
$19K +$3.93K +123 +29%

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.