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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
Lido Advisors
151
Lido Advisors
California
$5.79M +$137K +2,823 +2%
HCM
152
Harvey Capital Management
Florida
$5.7M -$58.1K -1,200 -1%
CI
153
Capital International
California
$5.57M +$607K +12,544 +12%
KA
154
Kerrisdale Advisers
Florida
$5.52M +$5.82M +120,225 New
Baird Financial Group
155
Baird Financial Group
Wisconsin
$5.31M -$4.41M -91,000 -44%
LHCM
156
Lloyd Harbor Capital Management
New York
$5.29M +$5.58M +115,203 New
ProShare Advisors
157
ProShare Advisors
Maryland
$5.21M +$211K +4,357 +4%
MLM
158
Mount Lucas Management
Pennsylvania
$5.15M +$233K +4,812 +4%
SAM
159
Synergy Asset Management
Washington
$5.14M -$1.61M -33,340 -23%
SOMRS
160
State of Michigan Retirement System
Michigan
$4.91M +$48.4K +1,000 +0.9%
AT
161
AMF Tjänstepension
Sweden
$4.89M
EF
162
Empowered Funds
Pennsylvania
$4.88M +$5.15M +106,395 New
AIG
163
American International Group
New York
$4.83M +$17.5K +362 +0.3%
Fiera Capital (Canada)
164
Fiera Capital (Canada)
Quebec, Canada
$4.73M
GCC
165
Game Creek Capital
Massachusetts
$4.7M -$139K -2,875 -3%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$4.67M +$4.76M +98,206 +2,692%
CIS
167
Capital International Sarl
California
$4.67M +$861K +17,789 +21%
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
$4.66M -$8.29M -171,199 -63%
Osaic Holdings
169
Osaic Holdings
Arizona
$4.65M -$423K -8,742 -8%
Retirement Systems of Alabama
170
Retirement Systems of Alabama
Alabama
$4.62M -$409K -8,441 -8%
Jane Street
171
Jane Street
New York
$4.61M -$4.69M -96,882 -49%
SP
172
Sarasin & Partners
United Kingdom
$4.59M -$3.39M -70,000 -41%
Mirae Asset Global Investments
173
Mirae Asset Global Investments
South Korea
$4.57M -$227K -4,693 -5%
ECM
174
ExodusPoint Capital Management
New York
$4.55M +$603K +12,462 +14%
ASRS
175
Arizona State Retirement System
Arizona
$4.54M +$60.9K +1,257 +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.