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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
OAM
551
Ostrum Asset Management
France
$221K +$233K +4,813 New
BP
552
Ballentine Partners
Massachusetts
$221K -$63.8K -1,318 -22%
PA
553
Parallel Advisors
California
$220K +$27.6K +570 +13%
APW
554
Aurora Private Wealth
New Jersey
$217K +$1.02K +21 +0.4%
RIA
555
Regal Investment Advisors
Michigan
$217K -$3.58K -74 -2%
BCM
556
Bornite Capital Management
New York
$216K -$14.3M -295,300 -98%
FA
557
FDx Advisors
Illinois
$215K
CB
558
Commerce Bank
Missouri
$215K -$20.9K -432 -8%
Acadian Asset Management
559
Acadian Asset Management
Massachusetts
$212K -$10.6M -219,100 -98%
DT
560
Diversified Trust
Tennessee
$209K -$155K -3,210 -41%
PWM
561
Prosperity Wealth Management
California
$205K +$216K +4,466 New
WI
562
Wahed Invest
New York
$204K +$3.83K +79 +2%
APP
563
Avantax Planning Partners
Iowa
$203K +$214K +4,417 New
BFS
564
Bradley Foster & Sargent
Connecticut
$202K -$81.3K -1,679 -28%
SFS
565
Sowell Financial Services
Arkansas
$202K -$1.07M -22,005 -83%
CI Investments Inc
566
CI Investments Inc
Ontario, Canada
$202K -$3.29K -68 -2%
MIM
567
Merrion Investment Management
New Jersey
$201K +$212K +4,385 New
SOW
568
State of Wyoming
Wyoming
$195K -$90.4K -1,867 -31%
AIP
569
Ameritas Investment Partners
Nebraska
$195K
CFG
570
Citizens Financial Group
Rhode Island
$194K +$204K +4,218 New
Credit Agricole
571
Credit Agricole
France
$163K -$12K -248 -7%
AssetMark Inc
572
AssetMark Inc
California
$160K +$9.59K +198 +6%
HIA
573
Harbor Investment Advisory
Maryland
$155K -$159K -3,280 -49%
AAS
574
Ameritas Advisory Services
Nebraska
$147K -$85.6K -1,768 -35%
LWCFA
575
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K

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.