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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
HNB
601
Huntington National Bank
Ohio
$50.9K +$29.1K +601 +119%
TPCW
602
TD Private Client Wealth
New York
$49.5K -$2.66K -55 -5%
AWM
603
Accel Wealth Management
Iowa
$47.8K -$9.44K -195 -16%
PP
604
Paloma Partners
Connecticut
$47.5K +$40.3K +832 +408%
GBT
605
Grove Bank & Trust
Florida
$47.5K
AWM
606
Ameliora Wealth Management
Switzerland
$46.2K -$167K -3,447 -77%
TCPG
607
Trivant Custom Portfolio Group
California
$45.9K +$48.4K +1,000 New
GRP
608
Global Retirement Partners
California
$45.3K -$8.38K -173 -14%
GEA
609
Glen Eagle Advisors
New Jersey
$44.9K
IA
610
IFP Advisors
Florida
$44.7K -$500K -10,332 -92%
FHA
611
First Horizon Advisors
Tennessee
$44K +$10.4K +215 +29%
MCM
612
MV Capital Management
Maryland
$43.6K +$36.3K +749 +371%
WTC
613
WhitTier Trust Company
Nevada
$34.6K
FDCC
614
Foster Dykema Cabot & Co
Massachusetts
$34K +$36.3K +750 New
DIP
615
DT Investment Partners
Pennsylvania
$33.1K
DMBA
616
Deseret Mutual Benefit Administrators
Utah
$32.6K
QC
617
Quent Capital
New York
$32.3K +$11.4K +235 +50%
First Manhattan
618
First Manhattan
New York
$32.3K
CG
619
Cutler Group
California
$32K -$89.3K -1,845 -72%
SSG
620
Summit Securities Group
New York
$31K +$15.7K +324 +94%
CA
621
Clearstead Advisors
Ohio
$30.4K -$12.7K -263 -28%
PFBT
622
Parkside Financial Bank & Trust
Missouri
$29K -$6.39K -132 -17%
BONH
623
Bank of New Hampshire
New Hampshire
$27.1K -$7.26K -150 -20%
JWM
624
Janiczek Wealth Management
Colorado
$26.7K -$7.41K -153 -21%
GWS
625
Glassman Wealth Services
Virginia
$25.5K -$533 -11 -2%

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.