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The Mosaic Company

780 hedge funds and large institutions have $14.2B invested in The Mosaic Company in 2022 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 265 increasing their positions, 309 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less call options, than puts

Call options by funds: $552M | Put options by funds: $608M

1% less ownership

Funds ownership: 83.96%82.95% (-1%)

6% less funds holding

Funds holding: 829780 (-49)

14% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 309

14% less funds holding in top 10

Funds holding in top 10: 2824 (-4)

20% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 158

31% less capital invested

Capital invested by funds: $20.5B → $14.2B (-$6.35B)

Holders
780
Holders Change
-49
Holders Change %
-5.91%
% of All Funds
13.14%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.4%
New
126
Increased
265
Reduced
309
Closed
158
Calls
$552M
Puts
$608M
Net Calls
-$56.2M
Net Calls Change
+$125M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
651
Newbridge Financial Services Group
Florida
$121K +$1.04K +17 +0.7%
PTC
652
Private Trust Company
Ohio
$119K +$155K +2,526 New
SIM
653
Sentry Investment Management
Wisconsin
$118K -$29.7K -485 -16%
LC
654
Lindbrook Capital
California
$118K +$53.9K +880 +54%
IUHSA
655
Itau Unibanco Holding S.A.
Brazil
$117K +$152K +2,486 New
DMBA
656
Deseret Mutual Benefit Administrators
Utah
$100K -$16.5K -269 -11%
AssetMark Inc
657
AssetMark Inc
California
$99K +$74.2K +1,211 +137%
LS
658
Livforsakringsbolaget Skandia
Sweden
$98K -$91.9K -1,500 -42%
APA
659
American Portfolios Advisors
New York
$94.7K +$1.84K +30 +2%
CWAF
660
Core Wealth Advisors (Florida)
Florida
$94K
PK
661
Pflug Koory
Nebraska
$94K
CFO
662
CVA Family Office
Colorado
$94K +$103K +1,685 +552%
HI
663
Hoey Investments
Pennsylvania
$94K +$123K +2,000 New
FPS
664
Fieldpoint Private Securities
Connecticut
$88K -$115K -1,883 -50%
PFS
665
Prospera Financial Services
Texas
$84K -$271K -4,422 -71%
BTI
666
Blue Trust Inc
Georgia
$79K +$73.3K +1,196 New
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$76K -$8.33K -136 -8%
SIAP
668
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$76K +$61.3K +1,000 +167%
CA
669
CoreCap Advisors
Michigan
$75K +$97.1K +1,585 New
GEA
670
Glen Eagle Advisors
New Jersey
$71.2K +$92K +1,502 +30,040%
BWP
671
Baldwin Wealth Partners
Massachusetts
$71K
FHA
672
First Horizon Advisors
Tennessee
$70K +$27.9K +456 +44%
GRP
673
Global Retirement Partners
California
$63K +$6.43K +105 +9%
CWM
674
Curi Wealth Management
North Carolina
$62K
C
675
Covestor
United Kingdom
$60K -$121K -1,974 -61%

MOS Hedge Fund Activity: Q2 2022 in Review

780 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2022, worth a combined $14.2B — down 31% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of MOS and 126 opened new positions — a net loss of 32 holders — while 309 trimmed existing stakes and 265 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $299M. The largest seller was Fidelity Investments, cutting an estimated $266M.

  • 780 institutional investors held The Mosaic Company (MOS) as of Q2 2022, down from 829 in Q1 2022.
  • Funds reported $14.2B of The Mosaic Company stock for Q2 2022, down 31% quarter-over-quarter.
  • 126 funds opened new The Mosaic Company positions in Q2 2022 and 158 closed out, a net change of -32 holders.
  • The largest The Mosaic Company buyer in Q2 2022 was Capital World Investors, an estimated $299M added.
  • The largest The Mosaic Company seller in Q2 2022 was Fidelity Investments, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2022.