We are live on ! Find out more
MOS icon

The Mosaic Company
MOS

764 hedge funds and large institutions have $12.8B invested in The Mosaic Company in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 237 increasing their positions, 327 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

1% more funds holding

Funds holding: 755 → 764 (+9)

1.11% more ownership

Funds ownership: 85.73% → 86.83% (+1.1%)

10% less capital invested

Capital invested by funds: $14.3B → $12.8B (-$1.48B)

19% less funds holding in top 10

Funds holding in top 10: 21 → 17 (-4)

28% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 327

34% less call options, than puts

Call options by funds: $317M | Put options by funds: $477M

Holders
764
Holders Change
+9
Holders Change %
+1.19%
% of All Funds
12.28%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
115
Increased
237
Reduced
327
Closed
90
Calls
$317M
Puts
$477M
Net Calls
-$160M
Net Calls Change
-$81.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$320M
2
Ameriprise
Ameriprise
Minnesota
+$78.3M
3
Invesco
Invesco
Georgia
+$71.9M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$60.1M
5
Millennium Management
Millennium Management
New York
+$59.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$432M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$97.2M
3
PIM
Platinum Investment Management
Australia
-$75.8M
4
Goldman Sachs
Goldman Sachs
New York
-$49M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$48.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
726
Affiance Financial
Minnesota
$3.29K +$3.71K +75 New
SFG
727
Steward Financial Group
Texas
$3K +$3.61K +73 New
LF
728
Lee Financial
Texas
$2.9K -$3.32K -67 -50%
AAP
729
Arax Advisory Partners
Colorado
$2.11K -$3.81K -77 -62%
SPWM
730
Spartan Planning & Wealth Management
North Carolina
$2.06K +$2.33K +47 New
AWM
731
Accurate Wealth Management
Florida
$2.02K +$2.23K +45 New
MUMSS
732
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K -$2.48K -50 -50%
SC
733
Sierra Capital
Florida
$2K – – –
PB
734
Pinnacle Bancorp
Nebraska
$2K +$1.39K +28 +108%
RG
735
Retirement Group
California
$2K +$2.48K +50 New
TWP
736
TFO Wealth Partners
Ohio
$1.98K +$297 +6 New
SSB
737
Sandy Spring Bank
Maryland
$1.9K – – –
AWM
738
Abound Wealth Management
Tennessee
$1.89K -$1.58K -32 -43%
SIS
739
Sound Income Strategies
Florida
$1.75K – – –
DI
740
Disciplined Investments
Oklahoma
$1.67K +$198 +4 +12%
TCOV
741
Trust Company of Vermont
Vermont
$1.67K +$1.88K +38 New
EBA
742
Eagle Bay Advisors
New York
$1.58K – – –
BHWM
743
Beaird Harris Wealth Management
Texas
$1.53K +$1.73K +35 New
PA
744
PSI Advisors
Florida
$1.42K – – –
GWSA
745
Global Wealth Strategies & Associates
Colorado
$1.27K +$1.44K +29 New
CTA
746
Colonial Trust Advisors
South Carolina
$1.23K +$1.39K +28 New
BAAM
747
Baker Avenue Asset Management
California
$1.14K +$1.29K +26 New
SIC
748
Salem Investment Counselors
North Carolina
$1.1K +$1.24K +25 New
ADL
749
Asset Dedication LLC
California
$1K +$693 +14 New
CWC
750
Carolinas Wealth Consulting
North Carolina
$965 – – –
28 29
30
31 32

MOS Hedge Fund Activity: Q4 2022 in Review

764 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2022, worth a combined $12.8B — down 10% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new MOS positions and 90 closed out — a net gain of 25 holders — while 237 added to existing stakes and 327 trimmed.

The largest buyer was Capital World Investors, adding an estimated $320M. The largest seller was Fidelity Investments, cutting an estimated $432M.

  • 764 institutional investors held The Mosaic Company (MOS) as of Q4 2022, up from 755 in Q3 2022.
  • Funds reported $12.8B of The Mosaic Company stock for Q4 2022, down 10% quarter-over-quarter.
  • 115 funds opened new The Mosaic Company positions in Q4 2022 and 90 closed out, a net change of +25 holders.
  • The largest The Mosaic Company buyer in Q4 2022 was Capital World Investors, an estimated $320M added.
  • The largest The Mosaic Company seller in Q4 2022 was Fidelity Investments, an estimated $432M sold.

Based on aggregated 13F filings for Q4 2022.