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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
AIP
701
Ahrens Investment Partners
Louisiana
$24K
HNWAG
702
High Net Worth Advisory Group
Florida
$24K
JFA
703
JNBA Financial Advisors
Minnesota
$24K
JWM
704
Janiczek Wealth Management
Colorado
$24K +$8.27K +135 +43%
HNB
705
Huntington National Bank
Ohio
$24K +$30.6K +500 +50,000%
CFGS
706
Concourse Financial Group Securities
Alabama
$23K +$15.8K +258 +113%
BWM
707
BerganKDV Wealth Management
Minnesota
$22K -$2.21K -36 -7%
AF
708
Allworth Financial
California
$22K +$5.82K +95 +25%
PCG
709
Private Capital Group
Connecticut
$19K -$12.2K -199 -33%
EW
710
Evoke Wealth
California
$19K
EWA
711
EverSource Wealth Advisors
Alabama
$19K +$61 +1 +0.2%
CWP
712
Concord Wealth Partners
Virginia
$19K +$18.1K +295 +263%
FMP
713
Financial Management Professionals
Texas
$18K
Bank of Montreal
714
Bank of Montreal
Ontario, Canada
$16.3K -$8.42M -137,514 -33%
RTC
715
Riverview Trust Company
Washington
$16K
BBHC
716
Brown Brothers Harriman & Co
New York
$16K +$4.23K +69 +25%
GKIM
717
GW&K Investment Management
Massachusetts
$15K +$13K +213 +222%
HWMA
718
Heritage Wealth Management (Arizona)
Arizona
$14.2K
POIA
719
Pin Oak Investment Advisors
Texas
$14K -$16.8K -275 -47%
EWM
720
Evermay Wealth Management
Virginia
$14K -$9.01K -147 -33%
EWM
721
Endurance Wealth Management
Rhode Island
$14K
QC
722
Quent Capital
New York
$14K
TWA
723
TCI Wealth Advisors
Arizona
$12K -$4.41K -72 -22%
AA
724
Addison Advisors
Vermont
$12K
BWA
725
BDO Wealth Advisors
Florida
$11K

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.