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The Mosaic Company

679 hedge funds and large institutions have $12.1B invested in The Mosaic Company in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 271 increasing their positions, 171 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 58

143% more call options, than puts

Call options by funds: $1.01B | Put options by funds: $414M

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

58% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 171

18% more capital invested

Capital invested by funds: $10.2B → $12.1B (+$1.87B)

12% more funds holding

Funds holding: 605679 (+74)

6.17% more ownership

Funds ownership: 75.29%81.46% (+6.2%)

Holders
679
Holders Change
+74
Holders Change %
+12.23%
% of All Funds
10.45%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.35%
New
143
Increased
271
Reduced
171
Closed
58
Calls
$1.01B
Puts
$414M
Net Calls
+$593M
Net Calls Change
+$753M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
626
Evoke Wealth
California
$13K
LWA
627
Lenox Wealth Advisors
New York
$13K +$38 +1 +0.3%
BFC
628
Bedel Financial Consulting
Indiana
$13K +$1.11K +29 +10%
EWA
629
EverSource Wealth Advisors
Alabama
$13K +$12.4K +323 New
EWM
630
Endurance Wealth Management
Rhode Island
$12K
POIA
631
Pin Oak Investment Advisors
Texas
$12K
QC
632
Quent Capital
New York
$12K +$11.2K +292 New
TWA
633
TCI Wealth Advisors
Arizona
$10K +$766 +20 +9%
AA
634
Addison Advisors
Vermont
$10K +$9.76K +255 New
BWA
635
BDO Wealth Advisors
Florida
$9K
CFO
636
CVA Family Office
Colorado
$9K +$9.19K +240 New
FMII
637
Farmers & Merchants Investments Inc
Nebraska
$8K
TFO
638
Tarbox Family Office
California
$8K
RPCONE
639
Retirement Planning Company of New England
Rhode Island
$8K +$7.81K +204 New
MCM
640
MV Capital Management
Maryland
$7K +$498 +13 +8%
BBPWM
641
Blue Bell Private Wealth Management
Pennsylvania
$7K +$6.7K +175 New
VRS
642
Virginia Retirement Systems
Virginia
$6.02K +$1.6M +41,700 +37%
ST
643
Smithfield Trust
Pennsylvania
$6K
SWA
644
SOA Wealth Advisors
New York
$6K
SWA
645
Sutton Wealth Advisors
Florida
$5.42K -$153 -4 -3%
HI
646
Harbour Investments
Wisconsin
$5K -$2.99K -78 -39%
LFG
647
Leverty Financial Group
Wisconsin
$5K +$4.94K +129 New
PFA
648
Professional Financial Advisors
Nebraska
$4K
AW
649
Avion Wealth
Texas
$4K +$3.83K +100 New
NF
650
Norwood Financial
Pennsylvania
$4K +$3.83K +100 New

MOS Hedge Fund Activity: Q4 2021 in Review

679 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2021, worth a combined $12.1B — up 18% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new MOS positions and 58 closed out — a net gain of 85 holders — while 271 added to existing stakes and 171 trimmed.

The largest buyer was Soroban Capital Partners, opening a new position worth an estimated $168M. The largest seller was Boston Partners, cutting an estimated $80.8M.

  • 679 institutional investors held The Mosaic Company (MOS) as of Q4 2021, up from 605 in Q3 2021.
  • Funds reported $12.1B of The Mosaic Company stock for Q4 2021, up 18% quarter-over-quarter.
  • 143 funds opened new The Mosaic Company positions in Q4 2021 and 58 closed out, a net change of +85 holders.
  • The largest The Mosaic Company buyer in Q4 2021 was Soroban Capital Partners, an estimated $168M added.
  • The largest The Mosaic Company seller in Q4 2021 was Boston Partners, an estimated $80.8M sold.

Based on aggregated 13F filings for Q4 2021.