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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
PTC
626
Private Trust Company
Ohio
$25.2K +$1.11K +23 +4%
JWA
627
JFS Wealth Advisors
Pennsylvania
$23.4K -$1.36K -28 -5%
BAM
628
Byrne Asset Management
New Jersey
$23K -$32.3K -668 -57%
FFA
629
Farther Finance Advisors
California
$22.9K -$4.07K -84 -14%
JFA
630
JNBA Financial Advisors
Minnesota
$22.9K
AF
631
Allworth Financial
California
$21.9K +$630 +13 +3%
LS
632
Livforsakringsbolaget Skandia
Sweden
$21.6K
BWM
633
BerganKDV Wealth Management
Minnesota
$21.5K +$145 +3 +0.6%
CSB
634
City State Bank
Iowa
$21K -$450K -9,287 -95%
ZB
635
Zions Bancorporation
Utah
$20.6K -$5.13K -106 -19%
CSPIA
636
Cary Street Partners Investment Advisory
Virginia
$18.8K +$19.4K +400 +4,444%
ACA
637
Atlas Capital Advisors
Wyoming
$18.4K -$58.2K -1,202 -75%
CT
638
Caldwell Trust
Florida
$18.4K
HI
639
Hoey Investments
Pennsylvania
$18.4K
TWA
640
TCI Wealth Advisors
Arizona
$18.1K +$5.76K +119 +43%
C
641
Covestor
United Kingdom
$18K +$2.86K +59 +18%
FMP
642
Financial Management Professionals
Texas
$17K
TFP
643
Tilia Fiduciary Partners
North Carolina
$16.6K +$8.43K +174 +93%
HI
644
Harbour Investments
Wisconsin
$15.7K -$13.9K -287 -46%
FCB
645
First Command Bank
Texas
$14.9K
FCFS
646
First Command Financial Services
Texas
$14.9K
AIP
647
Ahrens Investment Partners
Louisiana
$14.2K +$15K +310 New
POIA
648
Pin Oak Investment Advisors
Texas
$14K
EWM
649
Evermay Wealth Management
Virginia
$13.8K
SFCL
650
Strengthening Families & Communities LLC
Massachusetts
$13.3K +$5.81K +120 +1%

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.