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The Mosaic Company

755 hedge funds and large institutions have $14.3B invested in The Mosaic Company in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 269 increasing their positions, 304 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.77% more ownership

Funds ownership: 82.95%85.73% (+2.8%)

1% more capital invested

Capital invested by funds: $14.2B → $14.3B (+$110M)

3% less funds holding

Funds holding: 780755 (-25)

12% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 304

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

13% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 95

15% less call options, than puts

Call options by funds: $431M | Put options by funds: $509M

Holders
755
Holders Change
-25
Holders Change %
-3.21%
% of All Funds
13.01%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.36%
New
83
Increased
269
Reduced
304
Closed
95
Calls
$431M
Puts
$509M
Net Calls
-$78.6M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
676
Western Pacific Wealth Management
Illinois
$35K +$37.8K +732 New
First Manhattan
677
First Manhattan
New York
$34K
ME
678
McIlrath & Eck
Washington
$34K +$36.2K +700 New
A
679
AustralianSuper
Australia
$30.3K +$2.67M +51,627 +9%
HI
680
Harbour Investments
Wisconsin
$28K
CFGS
681
Concourse Financial Group Securities
Alabama
$28K +$4.86K +94 +19%
JWA
682
JFS Wealth Advisors
Pennsylvania
$27K -$3.57K -69 -11%
ZB
683
Zions Bancorporation
Utah
$27K
GWS
684
Glassman Wealth Services
Virginia
$27K +$1.08K +21 +4%
AF
685
Allworth Financial
California
$27K +$4.75K +92 +20%
JWM
686
Janiczek Wealth Management
Colorado
$25K +$879 +17 +4%
HNB
687
Huntington National Bank
Ohio
$25K +$1.34K +26 +5%
HI
688
Hoey Investments
Pennsylvania
$24K -$77.5K -1,500 -75%
BWP
689
Baldwin Wealth Partners
Massachusetts
$24K -$51.7K -1,000 -67%
HNWAG
690
High Net Worth Advisory Group
Florida
$24K
JFA
691
JNBA Financial Advisors
Minnesota
$24K
LS
692
Livforsakringsbolaget Skandia
Sweden
$23K -$82.7K -1,600 -77%
BWM
693
BerganKDV Wealth Management
Minnesota
$22K +$52 +1 +0.2%
EW
694
Evoke Wealth
California
$19K
FMP
695
Financial Management Professionals
Texas
$18K +$258 +5 +1%
TWA
696
TCI Wealth Advisors
Arizona
$18K +$6.51K +126 +49%
C
697
Covestor
United Kingdom
$17K -$47K -909 -72%
BBHC
698
Brown Brothers Harriman & Co
New York
$17K
QC
699
Quent Capital
New York
$17K +$2.84K +55 +18%
POIA
700
Pin Oak Investment Advisors
Texas
$15K

MOS Hedge Fund Activity: Q3 2022 in Review

755 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2022, worth a combined $14.3B — up 0.77% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of MOS and 83 opened new positions — a net loss of 12 holders — while 304 trimmed existing stakes and 269 added.

The largest buyer was Capital World Investors, adding an estimated $579M. The largest seller was Fidelity Investments, cutting an estimated $272M.

  • 755 institutional investors held The Mosaic Company (MOS) as of Q3 2022, down from 780 in Q2 2022.
  • Funds reported $14.3B of The Mosaic Company stock for Q3 2022, up 0.77% quarter-over-quarter.
  • 83 funds opened new The Mosaic Company positions in Q3 2022 and 95 closed out, a net change of -12 holders.
  • The largest The Mosaic Company buyer in Q3 2022 was Capital World Investors, an estimated $579M added.
  • The largest The Mosaic Company seller in Q3 2022 was Fidelity Investments, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2022.