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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
CAS
801
Coppell Advisory Solutions
Texas
-$8.77K -200 Closed
CASC
802
Coppell Advisory Solutions Corp
Texas
-$8.77K -200 Closed
DCP
803
Distillate Capital Partners
Illinois
-$8.77K -200 Closed
MHR
804
Matthew Hamilton Rosenberg
-$8.77K -200 Closed
AAMA
805
Advanced Asset Management Advisors
Ohio
-$5.35K -122 Closed
MWM
806
MinichMacGregor Wealth Management
New York
-$4.44K -101 Closed
YDMI
807
Y.D. More Investments
Israel
-$4.34K -100 Closed
EE
808
EWG Elevate
California
-$3.86K -88 Closed
BBPWM
809
Blue Bell Private Wealth Management
Pennsylvania
-$3.73K -85 Closed
AF
810
Affiance Financial
Minnesota
-$3.29K -75 Closed
RCG
811
Rock Creek Group
District of Columbia
-$3.29K -75 Closed
MUMSS
812
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$2K -50 Closed
AWM
813
Accurate Wealth Management
Florida
-$2.02K -45 Closed
SC
814
Sierra Capital
Florida
-$2K -45 Closed
FGAM
815
Financial Gravity Asset Management
Texas
-$3.48K -44 Closed
BHWM
816
Beaird Harris Wealth Management
Texas
-$1.53K -35 Closed
SIC
817
Salem Investment Counselors
North Carolina
-$1.1K -25 Closed
MPCL
818
My Personal CFO LLC
Washington
-$614 -14 Closed
PCM
819
Penserra Capital Management
California
-$678 -14 -78%
PFA
820
Pathway Financial Advisers
Indiana
-$26 -1 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.