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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
FFA
551
Freedman Financial Associates
Massachusetts
$18K
JFA
552
JNBA Financial Advisors
Minnesota
$18K
JCM
553
Jacobi Capital Management
Pennsylvania
$17K
PCG
554
Private Capital Group
Connecticut
$15K
TFIPS
555
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.3K
ZB
556
Zions Bancorporation
Utah
$14K +$864 +27 +7%
WT
557
Washington Trust
Rhode Island
$14K +$12.8K +400 New
HCP
558
Hexagon Capital Partners
Arkansas
$13K
GWS
559
Glassman Wealth Services
Virginia
$13K +$2.69K +84 +29%
AF
560
Allworth Financial
California
$13K +$11.4K +355 +5,917%
BIA
561
Bell Investment Advisors
California
$13K +$11.6K +362 New
EW
562
Evoke Wealth
California
$12K
Loomis, Sayles & Company
563
Loomis, Sayles & Company
Massachusetts
$12K +$10.4K +326 New
BFC
564
Bedel Financial Consulting
Indiana
$11K
CTC
565
Central Trust Company
Missouri
$11K
EWM
566
Endurance Wealth Management
Rhode Island
$11K
HWMA
567
Heritage Wealth Management (Arizona)
Arizona
$11K
LWA
568
Lenox Wealth Advisors
New York
$11K
POIA
569
Pin Oak Investment Advisors
Texas
$11K
SWM
570
Sugarloaf Wealth Management
Georgia
$9K +$7.9K +247 New
TWA
571
TCI Wealth Advisors
Arizona
$8K -$1.25K -39 -14%
BWA
572
BDO Wealth Advisors
Florida
$8K
HI
573
Harbour Investments
Wisconsin
$7K -$18.1K -567 -74%
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$7K
TFO
575
Tarbox Family Office
California
$7K

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.