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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
Ensign Peak Advisors
76
Ensign Peak Advisors
Utah
$20.4M -$2.51M -78,444 -12%
Wellington Management Group
77
Wellington Management Group
Massachusetts
$20M +$71.7K +2,242 +0.4%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.3M -$880K -27,499 -5%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$19M -$620K -19,400 -4%
Barclays
80
Barclays
United Kingdom
$18.8M -$4.83M -151,090 -22%
Lazard Asset Management
81
Lazard Asset Management
New York
$18.6M +$7.2M +224,980 +76%
APG Asset Management
82
APG Asset Management
Netherlands
$18.4M -$24M -749,220 -56%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$16.9M +$905K +28,293 +6%
JP Morgan Chase
84
JP Morgan Chase
New York
$16.5M -$5.86M -183,306 -28%
BCM
85
Bourgeon Capital Management
Connecticut
$16.3M -$469K -14,652 -3%
Toronto Dominion Bank
86
Toronto Dominion Bank
Ontario, Canada
$15.9M +$5.75M +179,893 +68%
MIH
87
Meitav Investment House
Israel
$15.6M +$634K +19,837 +5%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$15.3M -$160K -4,992 -1%
Ameriprise
89
Ameriprise
Minnesota
$15M -$929K -29,058 -6%
BCM
90
Brightline Capital Management
Florida
$14.6M
DIA
91
Davidson Investment Advisors
Montana
$14.6M +$66.5K +2,078 +0.5%
SAM
92
Storebrand Asset Management
Norway
$14.5M +$203K +6,356 +2%
PFM
93
Premier Fund Managers
United Kingdom
$14.5M +$1.08M +33,900 +9%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$14.4M -$287K -8,964 -2%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$13.9M -$6.52M -203,821 -34%
Robeco Institutional Asset Management
96
Robeco Institutional Asset Management
Netherlands
$13.9M -$1.23M -38,573 -9%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$13.8M +$1.09M +34,016 +10%
GH
98
GAM Holding
Switzerland
$13.7M +$4.13M +129,002 +51%
SFI
99
Susquehanna Fundamental Investments
Pennsylvania
$13.6M
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$13.5M +$3.91M +122,233 +48%

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.