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The Mosaic Company
MOS

764 hedge funds and large institutions have $12.8B invested in The Mosaic Company in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 327 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

1% more funds holding

Funds holding: 755 → 764 (+9)

1.11% more ownership

Funds ownership: 85.73% → 86.83% (+1.1%)

10% less capital invested

Capital invested by funds: $14.3B → $12.8B (-$1.48B)

19% less funds holding in top 10

Funds holding in top 10: 21 → 17 (-4)

28% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 327

34% less call options, than puts

Call options by funds: $317M | Put options by funds: $477M

Holders
764
Holders Change
+9
Holders Change %
+1.19%
% of All Funds
12.28%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
115
Increased
237
Reduced
327
Closed
90
Calls
$317M
Puts
$477M
Net Calls
-$160M
Net Calls Change
-$81.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$320M
2
Ameriprise
Ameriprise
Minnesota
+$78.3M
3
Invesco
Invesco
Georgia
+$71.9M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$60.1M
5
Millennium Management
Millennium Management
New York
+$59.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$432M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$97.2M
3
PIM
Platinum Investment Management
Australia
-$75.8M
4
Goldman Sachs
Goldman Sachs
New York
-$49M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$48.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
576
Ausdal Financial Partners
Iowa
$246K -$12.7K -257 -4%
DWT
577
Dorsey & Whitney Trust
South Dakota
$244K -$6.49K -131 -2%
TPM
578
Triasima Portfolio Management
Quebec, Canada
$244K – – –
DIA
579
Dana Investment Advisors
Wisconsin
$243K -$127K -2,568 -32%
JGUA
580
John G. Ullman & Associates
New York
$237K – – –
SC
581
Schulhoff & Co
Ohio
$235K – – –
TWM
582
Tradition Wealth Management
Minnesota
$233K +$39.9K +806 +18%
HBT
583
Heartland Bank & Trust
Illinois
$232K -$26.6K -537 -9%
IAMOG
584
Investors Asset Management of Georgia
Georgia
$231K +$50 +1 +0%
NA
585
Navellier & Associates
Nevada
$227K +$257K +5,183 New
VAFP
586
Vahanian & Associates Financial Planning
New York
$226K -$37.1K -750 -13%
CB
587
Commerce Bank
Missouri
$224K -$19.9K -402 -7%
CTC
588
Central Trust Company
Missouri
$221K – – –
TMC
589
Trellus Management Company
Florida
$219K – – –
LCC
590
Lincoln Capital Corp
Rhode Island
$219K +$248K +5,000 New
CCG
591
Ceeto Capital Group
Florida
$219K – – –
AAS
592
Ameritas Advisory Services
Nebraska
$219K +$247K +4,985 New
Nomura Holdings
593
Nomura Holdings
Japan
$218K +$247K +4,983 New
IAIM
594
Industrial Alliance Investment Management
Quebec, Canada
$217K -$2.52M -50,873 -91%
CFB
595
Cullen/Frost Bankers
Texas
$216K -$44.6K -900 -15%
FA
596
FDx Advisors
Illinois
$215K +$242K +4,892 New
JCM
597
J2 Capital Management
Michigan
$211K +$7.03K +142 +3%
FTDI
598
First Trust Direct Indexing
Massachusetts
$211K -$106K -2,143 -31%
DWM
599
Dorchester Wealth Management
Quebec, Canada
$211K – – –
RIA
600
Regal Investment Advisors
Michigan
$210K -$7.82K -158 -3%
22 23
24
25 26

MOS Hedge Fund Activity: Q4 2022 in Review

764 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2022, worth a combined $12.8B — down 10% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new MOS positions and 90 closed out — a net gain of 25 holders — while 237 added to existing stakes and 327 trimmed.

The largest buyer was Capital World Investors, adding an estimated $320M. The largest seller was Fidelity Investments, cutting an estimated $432M.

  • 764 institutional investors held The Mosaic Company (MOS) as of Q4 2022, up from 755 in Q3 2022.
  • Funds reported $12.8B of The Mosaic Company stock for Q4 2022, down 10% quarter-over-quarter.
  • 115 funds opened new The Mosaic Company positions in Q4 2022 and 90 closed out, a net change of +25 holders.
  • The largest The Mosaic Company buyer in Q4 2022 was Capital World Investors, an estimated $320M added.
  • The largest The Mosaic Company seller in Q4 2022 was Fidelity Investments, an estimated $432M sold.

Based on aggregated 13F filings for Q4 2022.