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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
HCM
651
Hollencrest Capital Management
California
$11.8K +$48 +1 +0.4%
AA
652
Addison Advisors
Vermont
$11.7K
AT
653
Avalon Trust
New Mexico
$11.5K +$12.2K +251 New
FMII
654
Farmers & Merchants Investments Inc
Nebraska
$11.3K
NSG
655
Nalls Sherbakoff Group
Tennessee
$10.7K +$11.5K +237 New
Fuller & Thaler Asset Management
656
Fuller & Thaler Asset Management
California
$10.6K
RWPA
657
Richard W. Paul & Associates
Michigan
$10.6K
BWA
658
BDO Wealth Advisors
Florida
$10.3K
Loomis, Sayles & Company
659
Loomis, Sayles & Company
Massachusetts
$10K -$148K -3,059 -93%
BBHC
660
Brown Brothers Harriman & Co
New York
$8.63K +$4.07K +84 +81%
UIA
661
Ulland Investment Advisors
Minnesota
$8K
BIA
662
Bell Investment Advisors
California
$7.89K -$1.36K -28 -14%
SWA
663
Sutton Wealth Advisors
Florida
$7.2K
SFG
664
Steward Financial Group
Texas
$7K +$4.65K +96 +132%
TFM
665
TFC Financial Management
Massachusetts
$6.88K +$7.26K +150 New
SC
666
Schubert & Co
Texas
$6.79K +$581 +12 +9%
WT
667
Washington Trust
Rhode Island
$6.61K
MRCM
668
M&R Capital Management
New Jersey
$6.42K
WOC
669
West Oak Capital
California
$6.42K
SIS
670
Strategic Investment Solutions
Illinois
$6.42K +$6.78K +140 New
CWA
671
Carolina Wealth Advisors
South Carolina
$6.24K -$587K -12,122 -99%
BCWM
672
Bartlett & Co Wealth Management
Ohio
$6.01K -$1.21K -25 -16%
BC
673
Bartlett & Co
Ohio
$6K -$1.21K -25 -16%
ST
674
Smithfield Trust
Pennsylvania
$6K
CFD
675
Creative Financial Designs
Indiana
$5.83K +$6.15K +127 New

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.