We are live on ! Find out more
MOS icon

The Mosaic Company

634 hedge funds and large institutions have $7.24B invested in The Mosaic Company in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 247 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.23% more ownership

Funds ownership: 83.7%84.93% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 83

1% less funds holding

Funds holding: 643634 (-9)

7% less capital invested

Capital invested by funds: $7.77B → $7.24B (-$526M)

10% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 247

21% less call options, than puts

Call options by funds: $188M | Put options by funds: $240M

Holders
634
Holders Change
-9
Holders Change %
-1.4%
% of All Funds
9.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
222
Reduced
247
Closed
83
Calls
$188M
Puts
$240M
Net Calls
-$51.4M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
701
Banque Pictet & Cie
Switzerland
-$4.98K -181 Closed
SWS
702
SYSTM Wealth Solutions
Illinois
-$3.84K -133 Closed
ST
703
Smithfield Trust
Pennsylvania
-$4K -130 Closed
CFGS
704
Concourse Financial Group Securities
Alabama
-$3.11K -113 Closed
VNA
705
Valley National Advisers
Pennsylvania
-$2K -88 Closed
FLPIM
706
F.L. Putnam Investment Management
Massachusetts
-$1.45K -50 Closed
MA
707
MCF Advisors
Kentucky
-$1.24K -43 Closed
NSIM
708
North Star Investment Management
Illinois
-$908 -31 Closed
WIA
709
Wetzel Investment Advisors
Indiana
-$941 -29 Closed
TWP
710
Triad Wealth Partners
Kansas
-$578 -20 Closed
UWS
711
Unique Wealth Strategies
Illinois
-$649 -20 Closed
PWMG
712
Prestige Wealth Management Group
New Jersey
-$463 -16 Closed
LIA
713
Lynx Investment Advisory
District of Columbia
-$434 -15 Closed
RWM
714
Ruedi Wealth Management
Illinois
-$347 -12 Closed
AGWCA
715
Annis Gardner Whiting Capital Advisors
Florida
-$318 -11 Closed
OWA
716
Opal Wealth Advisors
New York
-$318 -11 Closed
PCM
717
Penserra Capital Management
California
-$248 -9 -43%
GI
718
Gradient Investments
Minnesota
-$145 -5 Closed

MOS Hedge Fund Activity: Q3 2024 in Review

634 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2024, worth a combined $7.24B — down 6.8% from $7.77B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of MOS and 77 opened new positions — a net loss of 6 holders — while 247 trimmed existing stakes and 222 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $70.2M. The largest seller was Balyasny Asset Management, cutting an estimated $66.5M.

  • 634 institutional investors held The Mosaic Company (MOS) as of Q3 2024, down from 643 in Q2 2024.
  • Funds reported $7.24B of The Mosaic Company stock for Q3 2024, down 6.8% quarter-over-quarter.
  • 77 funds opened new The Mosaic Company positions in Q3 2024 and 83 closed out, a net change of -6 holders.
  • The largest The Mosaic Company buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $70.2M added.
  • The largest The Mosaic Company seller in Q3 2024 was Balyasny Asset Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2024.