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The Mosaic Company

755 hedge funds and large institutions have $14.3B invested in The Mosaic Company in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 269 increasing their positions, 304 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.77% more ownership

Funds ownership: 82.95%85.73% (+2.8%)

1% more capital invested

Capital invested by funds: $14.2B → $14.3B (+$110M)

3% less funds holding

Funds holding: 780755 (-25)

12% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 304

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

13% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 95

15% less call options, than puts

Call options by funds: $431M | Put options by funds: $509M

Holders
755
Holders Change
-25
Holders Change %
-3.21%
% of All Funds
13.01%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.36%
New
83
Increased
269
Reduced
304
Closed
95
Calls
$431M
Puts
$509M
Net Calls
-$78.6M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
826
Prospera Financial Services
Texas
-$84K -1,771 Closed
SIAP
827
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$76K -1,600 Closed
CA
828
CoreCap Advisors
Michigan
-$75K -1,585 Closed
CWM
829
Curi Wealth Management
North Carolina
-$62K -1,314 Closed
PFGIA
830
Patriot Financial Group Insurance Agency
Massachusetts
-$39K -831 Closed
CI
831
CX Institutional
Indiana
-$34K -726 Closed
AIP
832
Ahrens Investment Partners
Louisiana
-$24K -510 Closed
CWP
833
Concord Wealth Partners
Virginia
-$19K -407 Closed
RTC
834
Riverview Trust Company
Washington
-$16K -343 Closed
GKIM
835
GW&K Investment Management
Massachusetts
-$15K -309 Closed
MSFP
836
Mark Sheptoff Financial Planning
Connecticut
-$9K -200 Closed
SFG
837
Steward Financial Group
Texas
-$5K -118 Closed
TCWM
838
Total Clarity Wealth Management
Illinois
-$5K -105 Closed
WT
839
Whittier Trust
California
-$2K -36 Closed
BWL
840
Bogart Wealth LLC
Virginia
-$1K -31 Closed
CP
841
Castleview Partners
Texas
-$352 -30 Closed
RAM
842
Riggs Asset Management
Pennsylvania
-$1K -25 Closed
FBC
843
Fairfield, Bush & Co
Connecticut
-$1K -20 Closed
SBL
844
Sargent Bickham Lagudis
Colorado
-$1K -15 Closed
RIM
845
Rockbridge Investment Management
New York
-$95 -2 Closed

MOS Hedge Fund Activity: Q3 2022 in Review

755 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2022, worth a combined $14.3B — up 0.77% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of MOS and 83 opened new positions — a net loss of 12 holders — while 304 trimmed existing stakes and 269 added.

The largest buyer was Capital World Investors, adding an estimated $579M. The largest seller was Fidelity Investments, cutting an estimated $272M.

  • 755 institutional investors held The Mosaic Company (MOS) as of Q3 2022, down from 780 in Q2 2022.
  • Funds reported $14.3B of The Mosaic Company stock for Q3 2022, up 0.77% quarter-over-quarter.
  • 83 funds opened new The Mosaic Company positions in Q3 2022 and 95 closed out, a net change of -12 holders.
  • The largest The Mosaic Company buyer in Q3 2022 was Capital World Investors, an estimated $579M added.
  • The largest The Mosaic Company seller in Q3 2022 was Fidelity Investments, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2022.