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The Mosaic Company

605 hedge funds and large institutions have $10.2B invested in The Mosaic Company in 2021 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 214 increasing their positions, 227 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 52

13% more capital invested

Capital invested by funds: $9.08B → $10.2B (+$1.14B)

2% more funds holding

Funds holding: 595605 (+10)

0.24% more ownership

Funds ownership: 75.05%75.29% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

6% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 227

39% less call options, than puts

Call options by funds: $253M | Put options by funds: $414M

Holders
605
Holders Change
+10
Holders Change %
+1.68%
% of All Funds
10.59%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
68
Increased
214
Reduced
227
Closed
52
Calls
$253M
Puts
$414M
Net Calls
-$160M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$38.4M -$1.77M -55,494 -5%
RA
52
Royce & Associates
New York
$37.3M +$1.91M +59,770 +6%
SI
53
Scout Investments
Missouri
$36M -$479K -14,961 -1%
SO
54
STRS Ohio
Ohio
$34.4M +$15.9M +496,704 +107%
N
55
Natixis
France
$33.1M -$7.13M -222,823 -19%
Citadel Advisors
56
Citadel Advisors
Florida
$32M -$9.28M -290,025 -24%
MAP
57
Managed Asset Portfolios
Michigan
$31.7M -$242K -7,554 -0.8%
HRCM
58
Hawk Ridge Capital Management
California
$31.7M +$3.33M +103,984 +13%
MIFH
59
Migdal Insurance & Financial Holdings
Israel
$30.2M +$4.32K +135 +0%
First Trust Advisors
60
First Trust Advisors
Illinois
$30.2M -$2.28M -71,275 -8%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$29.9M +$4.66M +145,542 +21%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$29.8M -$242K -7,570 -0.9%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$28.5M -$347K -10,844 -1%
AllianceBernstein
64
AllianceBernstein
Tennessee
$26.8M +$513K +16,033 +2%
PWAG
65
Polaris Wealth Advisory Group
California
$26.3M +$21.3M +665,416 New
TCM
66
TORQ Capital Management
Hong Kong
$24.5M +$4.13M +129,200 +23%
CS
67
Credit Suisse
Switzerland
$24M -$2.06M -64,429 -9%
FRM
68
Foundation Resource Management
Arkansas
$23.5M -$39.4K -1,231 -0.2%
Principal Financial Group
69
Principal Financial Group
Iowa
$23M -$406K -12,704 -2%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$23M +$741K +23,173 +4%
Axa
71
Axa
France
$22M +$170K +5,300 +0.9%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$20.9M -$266K -8,328 -1%
Victory Capital Management
73
Victory Capital Management
Texas
$20.9M +$1.54M +48,100 +9%
Swedbank
74
Swedbank
Sweden
$20.9M -$1.65M -51,631 -8%
EDRH
75
Edmond de Rothschild Holding
Switzerland
$20.5M -$640K -20,000 -3%

MOS Hedge Fund Activity: Q3 2021 in Review

605 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2021, worth a combined $10.2B — up 13% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MOS positions and 52 closed out — a net gain of 16 holders — while 214 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $68.4M. The largest seller was Susquehanna International Group, cutting an estimated $54.3M.

  • 605 institutional investors held The Mosaic Company (MOS) as of Q3 2021, up from 595 in Q2 2021.
  • Funds reported $10.2B of The Mosaic Company stock for Q3 2021, up 13% quarter-over-quarter.
  • 68 funds opened new The Mosaic Company positions in Q3 2021 and 52 closed out, a net change of +16 holders.
  • The largest The Mosaic Company buyer in Q3 2021 was Fidelity Investments, an estimated $68.4M added.
  • The largest The Mosaic Company seller in Q3 2021 was Susquehanna International Group, an estimated $54.3M sold.

Based on aggregated 13F filings for Q3 2021.