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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
CI Investments Inc
601
CI Investments Inc
Ontario, Canada
$241K +$201K +3,888 +355%
RIA
602
Regal Investment Advisors
Michigan
$239K +$258 +5 +0.1%
MC
603
Maverick Capital
Texas
$239K +$256K +4,946 New
KPWS
604
Kestra Private Wealth Services
Texas
$236K -$82.9K -1,604 -25%
XT
605
XTX Topco
Cayman Islands
$235K +$251K +4,853 New
PFG
606
PAX Financial Group
Texas
$233K +$7.91K +153 +3%
DWM
607
Dorchester Wealth Management
Quebec, Canada
$232K -$1.29K -25 -0.5%
SWM
608
Silverlake Wealth Management
Vermont
$230K +$620 +12 +0.3%
APW
609
Aurora Private Wealth
New Jersey
$226K +$672 +13 +0.3%
JCM
610
J2 Capital Management
Michigan
$226K +$9.35K +181 +4%
PWS
611
Precision Wealth Strategies
Missouri
$225K +$221K +4,279 New
MCM
612
MAI Capital Management
Ohio
$225K +$241K +4,661 New
WS
613
Wedbush Securities
California
$224K -$50.9K -984 -18%
EDRIA
614
Edmonds Duncan Registered Investment Advisors
Kansas
$222K -$26.3K -509 -10%
ETC
615
Exchange Traded Concepts
Oklahoma
$222K -$11K -213 -4%
PTC
616
Private Trust Company
Ohio
$219K +$103K +2,000 +79%
MM
617
MQS Management
New York
$219K +$235K +4,538 New
CCIA
618
Campbell & Co Investment Adviser
Maryland
$218K -$1.84M -35,554 -89%
5L
619
55I LLC
Massachusetts
$218K +$233K +4,518 New
TWM
620
Tradition Wealth Management
Minnesota
$217K
JCM
621
Jacobi Capital Management
Pennsylvania
$214K -$8.73K -169 -4%
Carson Wealth (CWM LLC)
622
Carson Wealth (CWM LLC)
Nebraska
$212K +$44K +851 +24%
APP
623
Avantax Planning Partners
Iowa
$211K -$84.6K -1,637 -27%
MIM
624
Merrion Investment Management
New Jersey
$211K +$227K +4,385 New
LFAS
625
Level Four Advisory Services
Texas
$208K -$320K -6,191 -59%

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.