We are live on ! Find out more
MOS icon

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
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$12.6M +$2.34M +48,369 +21%
PHS
102
Pekin Hardy Strauss
Illinois
$12.4M +$490K +10,110 +4%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$12.2M -$21.8M -450,776 -63%
GH
104
GAM Holding
Switzerland
$12.1M -$1.01M -20,891 -7%
Mitsubishi UFJ Asset Management
105
Mitsubishi UFJ Asset Management
Japan
$12.1M +$1.15M +23,817 +10%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$11.9M +$3.45M +71,222 +38%
AA
107
Ancora Advisors
Ohio
$11.9M +$2.25M +46,540 +22%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$11.3M +$2.79M +57,607 +31%
CIM
109
Cambria Investment Management
California
$11M +$701K +14,471 +6%
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$11M -$28.6M -590,720 -71%
PCIG
111
Partners Capital Investment Group
Massachusetts
$10.8M +$11.4M +235,288 New
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$10.7M +$483K +9,966 +4%
Canada Life
113
Canada Life
Manitoba, Canada
$10.6M +$326K +6,724 +3%
TD Asset Management
114
TD Asset Management
Ontario, Canada
$10.5M +$1.19M +24,664 +12%
CAC
115
Core Alternative Capital
Georgia
$10.5M +$336K +6,943 +3%
GAM
116
Gotham Asset Management
New York
$9.57M +$735K +15,185 +8%
B
117
Barings
North Carolina
$9.31M +$192K +3,975 +2%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$9.29M -$119K -2,465 -1%
FP
119
Foundry Partners
Minnesota
$9.27M -$1.95M -40,259 -17%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$9.08M +$98.3K +2,030 +1%
Lazard Asset Management
121
Lazard Asset Management
New York
$9.05M -$555K -11,459 -5%
Renaissance Technologies
122
Renaissance Technologies
New York
$8.96M -$65.5M -1,351,800 -87%
MA
123
Mudita Advisors
United Kingdom
$8.68M +$429K +8,864 +5%
WIC
124
Willis Investment Counsel
Georgia
$8.49M +$108K +2,237 +1%
PI
125
PEAK6 Investments
Illinois
$8.29M +$5.77M +119,114 +193%

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.