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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
AWA
651
Amplius Wealth Advisors
Pennsylvania
$4K +$4.02K +105 New
PMFA
652
Plante Moran Financial Advisors
Michigan
$4K +$4.1K +107 New
WC
653
Wexford Capital
Florida
$3.54K +$3.45M +90,000 New
HWM
654
HighMark Wealth Management
Minnesota
$3K
MA
655
MUFG Americas
New York
$3K
SIS
656
Sound Income Strategies
Florida
$3K +$1.11K +29 +73%
SC
657
Stephens Consulting
Michigan
$2.12K +$2.07K +54 New
FAF
658
Fjarde Ap-fonden
Sweden
$2K -$3.14M -81,896 -100%
AAP
659
Arax Advisory Partners
Colorado
$2K
RE
660
RBC Europe
United Kingdom
$2K
CA
661
Cornerstone Advisory
Maryland
$2K +$1.72K +45 New
SC
662
Schubert & Co
Texas
$2K +$1.72K +45 New
SC
663
Sierra Capital
Florida
$2K +$2.26K +59 New
LF
664
Lee Financial
Texas
$2K +$2.41K +63 New
HR
665
Howe & Rusling
New York
$1K -$459 -12 -24%
CWC
666
Carolinas Wealth Consulting
North Carolina
$1K
UFF
667
USA Financial Formulas
Michigan
$1K
WT
668
Whittier Trust
California
$1K
S
669
Surevest
California
$1K +$536 +14 New
CAL
670
Capital Advisors Ltd
Ohio
$1K +$613 +16 New
CCM
671
Chilton Capital Management
Texas
$1K +$1.46K +38 New
SFCL
672
Strengthening Families & Communities LLC
Massachusetts
$421 +$411K +10,724 New
GEA
673
Glen Eagle Advisors
New Jersey
$196 +$191 +5 New
BBHC
674
Brown Brothers Harriman & Co
New York
$7
PWAG
675
Polaris Wealth Advisory Group
California
-$26.3M -665,416 Closed

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.