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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
CA
601
Continuum Advisory
Idaho
$1.32K +$275 +10 +25%
KFI
602
Key Financial Inc
Pennsylvania
$1.31K
VWA
603
Valued Wealth Advisors
Utah
$1.23K +$28 +1 +2%
SSB
604
Sandy Spring Bank
Maryland
$1.21K
SIC
605
SJS Investment Consulting
Ohio
$1.18K -$468 -17 -28%
AWM
606
Abound Wealth Management
Tennessee
$1.15K
TFM
607
TFC Financial Management
Massachusetts
$1.15K +$1.18K +43 New
BBHC
608
Brown Brothers Harriman & Co
New York
$1.13K -$7.68K -279 -87%
WWP
609
WR Wealth Planners
Missouri
$1.04K -$3.27K -119 -75%
BL
610
BFSG LLC
California
$1.03K
TCOV
611
Trust Company of Vermont
Vermont
$1.02K
HWM
612
Hemington Wealth Management
Virginia
$1K +$1.35K +49 New
DPW
613
DiNuzzo Private Wealth
Pennsylvania
$991 -$138 -5 -12%
WTC
614
WhitTier Trust Company
Nevada
$963 -$991 -36 -50%
CPG
615
Cornerstone Planning Group
New Jersey
$961
HIA
616
Harbor Investment Advisory
Maryland
$907 -$83 -3 -8%
HFS
617
Horizon Financial Services
North Carolina
$830
GWSA
618
Global Wealth Strategies & Associates
Colorado
$777
CTA
619
Colonial Trust Advisors
South Carolina
$670
CWC
620
Carolinas Wealth Consulting
North Carolina
$590
CA
621
Claris Advisors
Missouri
$428 +$440 +16 New
WWM
622
Wolff Wiese Magana
California
$402 +$413 +15 New
ADL
623
Asset Dedication LLC
California
$375 -$1.93K -70 -83%
NFA
624
Northwest Financial Advisors
Virginia
$375 +$385 +14 New
QC
625
Quent Capital
New York
$310 -$20.3K -736 -98%

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.