We are live on ! Find out more
MOS icon

The Mosaic Company

755 hedge funds and large institutions have $14.3B invested in The Mosaic Company in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 269 increasing their positions, 304 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.77% more ownership

Funds ownership: 82.95%85.73% (+2.8%)

1% more capital invested

Capital invested by funds: $14.2B → $14.3B (+$110M)

3% less funds holding

Funds holding: 780755 (-25)

12% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 304

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

13% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 95

15% less call options, than puts

Call options by funds: $431M | Put options by funds: $509M

Holders
755
Holders Change
-25
Holders Change %
-3.21%
% of All Funds
13.01%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.36%
New
83
Increased
269
Reduced
304
Closed
95
Calls
$431M
Puts
$509M
Net Calls
-$78.6M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
551
CSS LLC
Illinois
$362K -$25.8K -500 -6%
CAG
552
Csenge Advisory Group
Florida
$362K -$6.67K -129 -2%
SCM
553
Spreng Capital Management
Ohio
$361K -$33.6K -650 -8%
BAM
554
Blueshift Asset Management
New Jersey
$360K +$385K +7,459 New
CWM
555
CCG Wealth Management
California
$358K -$16.7K -323 -4%
MWM
556
Meridian Wealth Management
Kentucky
$352K -$403K -7,800 -52%
BFS
557
Bradley Foster & Sargent
Connecticut
$351K +$60.5K +1,171 +19%
CG
558
Caprock Group
Idaho
$347K +$24K +464 +7%
BP
559
Ballentine Partners
Massachusetts
$338K +$120K +2,316 +49%
FTDI
560
First Trust Direct Indexing
Massachusetts
$336K +$9.97K +193 +3%
CHAM
561
Clear Harbor Asset Management
Connecticut
$335K -$413 -8 -0.1%
GCP
562
GSA Capital Partners
United Kingdom
$328K +$351K +6,794 New
SDIC
563
South Dakota Investment Council
South Dakota
$325K
TMAM
564
Tokio Marine Asset Management
Japan
$325K +$18.6K +360 +6%
BCM
565
Bourgeon Capital Management
Connecticut
$324K -$1.13M -21,950 -77%
CG
566
Cutler Group
California
$321K -$2.21M -42,763 -87%
IUHSA
567
Itau Unibanco Holding S.A.
Brazil
$315K +$208K +4,031 +162%
TAM
568
Tocqueville Asset Management
New York
$314K
CA
569
Clearstead Advisors
Ohio
$311K +$129K +2,505 +64%
CA
570
Centerpoint Advisors
Massachusetts
$307K
SCP
571
Stamos Capital Partners
California
$301K +$322K +6,230 New
VVP
572
Venture Visionary Partners
Ohio
$296K -$40.6K -785 -11%
SFM
573
Spartan Fund Management
Canada
$290K
KA
574
Keene & Associates
Texas
$288K +$32.3K +625 +12%
HWM
575
HB Wealth Management
Georgia
$286K +$59.9K +1,159 +24%

MOS Hedge Fund Activity: Q3 2022 in Review

755 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2022, worth a combined $14.3B — up 0.77% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of MOS and 83 opened new positions — a net loss of 12 holders — while 304 trimmed existing stakes and 269 added.

The largest buyer was Capital World Investors, adding an estimated $579M. The largest seller was Fidelity Investments, cutting an estimated $272M.

  • 755 institutional investors held The Mosaic Company (MOS) as of Q3 2022, down from 780 in Q2 2022.
  • Funds reported $14.3B of The Mosaic Company stock for Q3 2022, up 0.77% quarter-over-quarter.
  • 83 funds opened new The Mosaic Company positions in Q3 2022 and 95 closed out, a net change of -12 holders.
  • The largest The Mosaic Company buyer in Q3 2022 was Capital World Investors, an estimated $579M added.
  • The largest The Mosaic Company seller in Q3 2022 was Fidelity Investments, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2022.