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The Mosaic Company

634 hedge funds and large institutions have $7.24B invested in The Mosaic Company in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 247 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.23% more ownership

Funds ownership: 83.7%84.93% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 83

1% less funds holding

Funds holding: 643634 (-9)

7% less capital invested

Capital invested by funds: $7.77B → $7.24B (-$526M)

10% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 247

21% less call options, than puts

Call options by funds: $188M | Put options by funds: $240M

Holders
634
Holders Change
-9
Holders Change %
-1.4%
% of All Funds
9.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
222
Reduced
247
Closed
83
Calls
$188M
Puts
$240M
Net Calls
-$51.4M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
576
Fortitude Family Office
Arizona
$4.12K
BGAI
577
Bruce G. Allen Investments
Colorado
$4.04K +$3.05K +111 +278%
EWM
578
Evermay Wealth Management
Virginia
$4.02K
FGC
579
Financial Gravity Companies
Texas
$4.02K +$4.13K +150 New
AW
580
Avion Wealth
Texas
$4K +$1.02K +37 +32%
GIM
581
Gold Investment Management
Alberta, Canada
$3.91K
SIS
582
Strategic Investment Solutions
Illinois
$3.75K +$3.85K +140 New
PWMG
583
Private Wealth Management Group
New Jersey
$3.46K -$3K -109 -46%
RCM
584
Raleigh Capital Management
North Carolina
$3.46K +$2.72K +99 +330%
ZB
585
Zions Bancorporation
Utah
$3.35K -$3.96K -144 -54%
VCM
586
Versant Capital Management
Arizona
$3.05K -$2.94K -107 -48%
GKIM
587
GW&K Investment Management
Massachusetts
$3K
TSMHT
588
Thurston Springer Miller Herd & Titak
Indiana
$3K
CSB
589
City State Bank
Iowa
$2.68K
CFD
590
Creative Financial Designs
Indiana
$2.57K
GBT
591
Grove Bank & Trust
Florida
$2.22K +$2.28K +83 New
HWM
592
HighMark Wealth Management
Minnesota
$2.2K +$28 +1 +1%
AWM
593
Avior Wealth Management
Nebraska
$2.17K +$770 +28 +53%
CAS
594
Coppell Advisory Solutions
Texas
$2.11K
MG
595
Mather Group
Illinois
$2.1K -$74.7K -2,715 -97%
RTL
596
Red Tortoise LLC
Georgia
$1.9K
S
597
Sachetta
Massachusetts
$1.71K +$1.18K +43 +205%
SWC
598
Spectrum Wealth Counsel
Indiana
$1.61K +$1.65K +60 New
MCM
599
MV Capital Management
Maryland
$1.55K -$2.56K -93 -62%
DF
600
Dunhill Financial
United Kingdom
$1.49K +$991 +36 +180%

MOS Hedge Fund Activity: Q3 2024 in Review

634 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2024, worth a combined $7.24B — down 6.8% from $7.77B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of MOS and 77 opened new positions — a net loss of 6 holders — while 247 trimmed existing stakes and 222 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $70.2M. The largest seller was Balyasny Asset Management, cutting an estimated $66.5M.

  • 634 institutional investors held The Mosaic Company (MOS) as of Q3 2024, down from 643 in Q2 2024.
  • Funds reported $7.24B of The Mosaic Company stock for Q3 2024, down 6.8% quarter-over-quarter.
  • 77 funds opened new The Mosaic Company positions in Q3 2024 and 83 closed out, a net change of -6 holders.
  • The largest The Mosaic Company buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $70.2M added.
  • The largest The Mosaic Company seller in Q3 2024 was Balyasny Asset Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2024.