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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
WP
676
WealthPLAN Partners
Nebraska
$5.76K +$6.1K +126 New
NF
677
Norwood Financial
Pennsylvania
$4.59K
AAG
678
Armstrong Advisory Group
Massachusetts
$4.36K
GIA
679
GHP Investment Advisors
Colorado
$4.13K -$1.11K -23 -20%
Commonwealth Equity Services
680
Commonwealth Equity Services
Massachusetts
$4.07K -$226K -4,666 -5%
AWM
681
Avior Wealth Management
Nebraska
$4.04K +$4.26K +88 New
ONST
682
Old North State Trust
North Carolina
$4K
HWM
683
HighMark Wealth Management
Minnesota
$3.63K +$48 +1 +1%
AWM
684
Abound Wealth Management
Tennessee
$3.49K +$1.6K +33 +77%
LF
685
Lee Financial
Texas
$2.89K -$145 -3 -5%
DI
686
Disciplined Investments
Oklahoma
$2.8K +$1.11K +23 +61%
PB
687
Pinnacle Bancorp
Nebraska
$2.48K
CT
688
Colonial Trust
South Carolina
$2.44K +$2.62K +54 New
CTA
689
Colonial Trust Advisors
South Carolina
$2.43K +$1.21K +25 +89%
ETC
690
Exchange Traded Concepts
Oklahoma
$2.39K -$3.08M -63,681 -100%
SIC
691
SJS Investment Consulting
Ohio
$2.2K -$2.81K -58 -55%
AAP
692
Arax Advisory Partners
Colorado
$2.2K
CCM
693
CAAS Capital Management
New York
$2.2K +$2.32K +48 New
CFGS
694
Concourse Financial Group Securities
Alabama
$2.02K -$32.4K -669 -94%
SSB
695
Sandy Spring Bank
Maryland
$2K +$48 +1 +2%
RG
696
Retirement Group
California
$2K
MAM
697
Meeder Asset Management
Ohio
$1.79K -$309K -6,382 -99%
TCOV
698
Trust Company of Vermont
Vermont
$1.74K
EBA
699
Eagle Bay Advisors
New York
$1.65K
SIS
700
Sound Income Strategies
Florida
$1.61K -$242 -5 -13%

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.