We are live on ! Find out more
MOS icon

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
Bank of Montreal
701
Bank of Montreal
Ontario, Canada
$14.5K -$210K -4,057 -1%
EWM
702
Endurance Wealth Management
Rhode Island
$14K
EWM
703
Evermay Wealth Management
Virginia
$14K
HWMA
704
Heritage Wealth Management (Arizona)
Arizona
$14K
PO
705
Private Ocean
California
$14K +$15.7K +303 New
AA
706
Addison Advisors
Vermont
$12K
CA
707
Crewe Advisors
Utah
$12K +$2.12K +41 +20%
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$12K +$2.33K +45 +22%
AWM
709
Activest Wealth Management
Florida
$12K +$12.7K +245 +6,125%
BWA
710
BDO Wealth Advisors
Florida
$11K
BBPWM
711
Blue Bell Private Wealth Management
Pennsylvania
$11K
BIA
712
Bell Investment Advisors
California
$11K +$2.79K +54 +31%
MCM
713
MV Capital Management
Maryland
$10K +$2.07K +40 +23%
UIA
714
Ulland Investment Advisors
Minnesota
$9K
BC
715
Bartlett & Co
Ohio
$8K
PFA
716
Professional Financial Advisors
Nebraska
$8K
CM
717
Caption Management
Oklahoma
$8K +$8.11K +157 New
SWA
718
Sutton Wealth Advisors
Florida
$7.59K -$2.43K -47 -23%
BCWM
719
Bartlett & Co Wealth Management
Ohio
$7.54K
WT
720
Washington Trust
Rhode Island
$7K
WOC
721
West Oak Capital
California
$7K
AAP
722
Arax Advisory Partners
Colorado
$6K -$2.53K -49 -28%
ST
723
Smithfield Trust
Pennsylvania
$6K
LF
724
Lee Financial
Texas
$6K +$258 +5 +4%
CFFP
725
Center for Financial Planning
Michigan
$6K +$6.1K +118 New

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.