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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
Principal Financial Group
76
Principal Financial Group
Iowa
$20.2M +$337K +6,968 +2%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$20M -$788K -16,266 -4%
American Century Companies
78
American Century Companies
Missouri
$19.9M +$6.07M +125,430 +40%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$19.3M
Victory Capital Management
80
Victory Capital Management
Texas
$18.2M +$10.3M +212,920 +115%
Man Group
81
Man Group
United Kingdom
$17.5M -$55.9M -1,154,075 Closed
Russell Investments Group
82
Russell Investments Group
United Kingdom
$17.4M +$348K +7,195 +2%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$16.6M -$1.01M -20,821 -5%
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$16.4M +$920K +18,995 +6%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.3M -$2.31M -47,685 -12%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$16M +$6.17M +127,479 +57%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$15.6M -$261K -5,400 -2%
EDRH
88
Edmond de Rothschild Holding
Switzerland
$15.1M -$2.91M -60,000 -15%
Korea Investment Corp
89
Korea Investment Corp
South Korea
$15M -$3.1M -63,987 -16%
DSC
90
Donald Smith & Co
New York
$14.9M -$313K -6,457 -2%
BA
91
Bridgewater Associates
Connecticut
$14.5M +$1.92M +39,645 +14%
GRA
92
Goehring & Rozencwajg Associates
New York
$14.2M +$785K +16,214 +6%
DekaBank Deutsche Girozentrale
93
DekaBank Deutsche Girozentrale
Germany
$14M +$4.51M +93,202 +42%
GL
94
Gemsstock Ltd
United Kingdom
$14M -$8.47M -174,900 -36%
Allianz Asset Management
95
Allianz Asset Management
Germany
$13.8M -$7.75M -160,050 -35%
PI
96
PineBridge Investments
New York
$13.7M -$1.77M -36,546 -11%
SCM
97
Stanley Capital Management
Texas
$13.6M
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$13.4M -$891K -18,409 -6%
MWM
99
Moran Wealth Management
Florida
$13.4M +$66.8K +1,379 +0.5%
VRS
100
Virginia Retirement Systems
Virginia
$13.3M -$209K -4,310 -1%

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.