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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
EI
576
Ellevest Inc
New York
$137K +$35K +723 +32%
S
577
SignatureFD
Georgia
$135K -$19.7K -406 -12%
SWM
578
Spire Wealth Management
Virginia
$126K -$1.55K -32 -1%
MC
579
Machina Capital
France
$112K +$118K +2,434 New
AS
580
Altshuler Shaham
Israel
$112K +$5.81K +120 +5%
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
$110K +$630 +13 +0.5%
CWAF
582
Core Wealth Advisors (Florida)
Florida
$109K
SIM
583
Sentry Investment Management
Wisconsin
$104K -$1.26K -26 -1%
BTI
584
Blue Trust Inc
Georgia
$103K -$920 -19 -0.8%
HFM
585
Harvest Fund Management
China
$98K +$55.2K +1,140 +113%
NFSG
586
Newbridge Financial Services Group
Florida
$94.2K +$97 +2 +0.1%
O
587
Ossiam
France
$93K -$14.3M -294,292 -99%
IGWM
588
ICA Group Wealth Management
Colorado
$92.2K +$2.03K +42 +2%
DFCM
589
Dark Forest Capital Management
Puerto Rico
$90K +$95K +1,962 New
CFO
590
CVA Family Office
Colorado
$85.3K -$3.15K -65 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
591
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$84.8K +$89.5K +1,849 New
LC
592
Lindbrook Capital
California
$74.2K +$920 +19 +1%
SCA
593
Stonebridge Capital Advisors
Minnesota
$68.1K -$96.9K -2,000 -57%
PK
594
Pflug Koory
Nebraska
$68.1K -$9.69K -200 -12%
AG
595
AIA Group
Hong Kong
$67.8K +$71.5K +1,477 New
AF
596
Advisornet Financial
Minnesota
$59K +$2.32K +48 +4%
WPWM
597
Western Pacific Wealth Management
Illinois
$58.8K
VWM
598
Venturi Wealth Management
Texas
$56.1K +$59.2K +1,223 New
UID
599
Union Investments & Development
Israel
$55.1K
QCG
600
Quadrant Capital Group
Ohio
$51.6K +$12.3K +255 +29%

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.