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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
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.93M -$367K -7,571 -4%
LPL Financial
127
LPL Financial
California
$7.82M -$66.5K -1,373 -0.8%
PAMS
128
Pictet Asset Management (Switzerland)
Switzerland
$7.37M -$8.57K -177 -0.1%
KBC Group
129
KBC Group
Belgium
$7.25M +$2.53M +52,152 +49%
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$7.22M -$15.2M -314,358 -67%
HighTower Advisors
131
HighTower Advisors
Illinois
$7.08M +$358K +7,396 +5%
DnB Asset Management
132
DnB Asset Management
Norway
$6.77M +$2.93M +60,559 +70%
Schroder Investment Management Group
133
Schroder Investment Management Group
United Kingdom
$6.76M -$8.27M -170,761 -54%
Stifel Financial
134
Stifel Financial
Missouri
$6.75M -$1.31M -26,949 -15%
DIA
135
Davidson Investment Advisors
Montana
$6.73M +$170K +3,509 +2%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$6.49M +$933K +19,275 +16%
WBC
137
Westpac Banking Corp
Australia
$6.47M -$2.53M -52,235 -27%
Millennium Management
138
Millennium Management
New York
$6.46M -$114M -2,351,238 -94%
Bessemer Group
139
Bessemer Group
New Jersey
$6.31M -$39.7K -819 -0.6%
AI
140
Ariel Investments
Illinois
$6.27M +$165K +3,400 +3%
SC
141
SouthState Corp
Florida
$6.26M -$35.2K -727 -0.5%
Vontobel Holding
142
Vontobel Holding
Switzerland
$6.24M +$1.15M +23,800 +21%
SEI Investments
143
SEI Investments
Pennsylvania
$6.2M +$807K +16,657 +14%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$6.17M -$56.8K -1,173 -0.9%
Asset Management One
145
Asset Management One
Japan
$6.15M -$64.3K -1,328 -1%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$6.02M -$197K -4,072 -3%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$5.97M -$910K -18,801 -13%
SA
148
Sicart Associates
New York
$5.93M -$1.09M -22,580 -15%
TB
149
Terril Brothers
Missouri
$5.93M -$1.21K -25 -0%
GIA
150
Gateway Investment Advisers
Ohio
$5.84M -$110K -2,279 -2%

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.