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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
PA
701
PSI Advisors
Florida
$1.5K +$48 +1 +3%
GWSA
702
Global Wealth Strategies & Associates
Colorado
$1.33K
BAAM
703
Baker Avenue Asset Management
California
$1.19K
CWC
704
Carolinas Wealth Consulting
North Carolina
$1.01K
ADL
705
Asset Dedication LLC
California
$1K
SIA
706
SkyView Investment Advisors
New Jersey
$1K +$969 +20 New
HCP
707
Hexagon Capital Partners
Arkansas
$780 +$823 +17 New
MA
708
MCF Advisors
Kentucky
$689
TCA
709
Trifecta Capital Advisors
Illinois
$597
UFF
710
USA Financial Formulas
Michigan
$596 +$630 +13 New
NC
711
NewSquare Capital
Pennsylvania
$459
TWD
712
True Wealth Design
Ohio
$459
TWP
713
TFO Wealth Partners
Ohio
$459 +$194 +4 +67%
PWMG
714
Prestige Wealth Management Group
New Jersey
$368
ECM
715
Everence Capital Management
Indiana
$276 +$291K +6,010 New
GI
716
Gradient Investments
Minnesota
$229 +$48 +1 +25%
SWA
717
SOA Wealth Advisors
New York
$186
Voloridge Investment Management
718
Voloridge Investment Management
Florida
-$55.5M -1,264,355 Closed
Ninety One (UK)
719
Ninety One (UK)
United Kingdom
-$49M -1,116,681 Closed
Arrowstreet Capital
720
Arrowstreet Capital
Massachusetts
-$40.1M -914,237 Closed
TCM
721
TORQ Capital Management
Hong Kong
-$28.7M -653,500 Closed
IAM
722
Ion Asset Management
Israel
-$25.5M -580,424 Closed
NONA
723
Ninety One North America
New York
-$18.3M -418,030 Closed
Two Sigma Investments
724
Two Sigma Investments
New York
-$16.8M -383,647 Closed
PC
725
PointState Capital
New York
-$15.2M -347,430 Closed

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.