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The Mosaic Company

755 hedge funds and large institutions have $14.3B invested in The Mosaic Company in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 269 increasing their positions, 304 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.77% more ownership

Funds ownership: 82.95%85.73% (+2.8%)

1% more capital invested

Capital invested by funds: $14.2B → $14.3B (+$110M)

3% less funds holding

Funds holding: 780755 (-25)

12% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 304

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

13% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 95

15% less call options, than puts

Call options by funds: $431M | Put options by funds: $509M

Holders
755
Holders Change
-25
Holders Change %
-3.21%
% of All Funds
13.01%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.36%
New
83
Increased
269
Reduced
304
Closed
95
Calls
$431M
Puts
$509M
Net Calls
-$78.6M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MLM
176
Mount Lucas Management
Pennsylvania
$6.37M -$114K -2,207 -2%
GIA
177
Gateway Investment Advisers
Ohio
$6.25M -$23.2K -449 -0.3%
PI
178
PEAK6 Investments
Illinois
$6.17M -$16.7M -322,798 -72%
IMRF
179
Illinois Municipal Retirement Fund
Illinois
$6.14M +$1M +19,365 +18%
HCM
180
Harvey Capital Management
Florida
$6.07M -$10.3K -200 -0.2%
ACA
181
Aptus Capital Advisors
Alabama
$6.07M +$1.53M +29,574 +31%
AL
182
Appaloosa LP
New Jersey
$6.04M -$6.46M -125,000 -50%
WorldQuant Millennium Advisors
183
WorldQuant Millennium Advisors
New York
$6.03M +$1.51M +29,210 +31%
JMPWA
184
JP Morgan Private Wealth Advisors
California
$5.98M -$4.05M -78,390 -39%
Lido Advisors
185
Lido Advisors
California
$5.93M +$5.31M +102,832 +515%
Lazard Asset Management
186
Lazard Asset Management
New York
$5.82M -$11.5M -222,523 -65%
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$5.72M -$76.6M -1,482,841 -93%
Citadel Advisors
188
Citadel Advisors
Florida
$5.67M -$13.7M -265,156 -69%
KBC Group
189
KBC Group
Belgium
$5.62M +$38.8K +750 +0.6%
IIM
190
INTECH Investment Management
Florida
$5.57M -$45.9M -887,974 -89%
Macquarie Group
191
Macquarie Group
Australia
$5.57M +$430K +8,322 +8%
Aviva
192
Aviva
United Kingdom
$5.56M +$2.16M +41,808 +57%
Royal London Asset Management
193
Royal London Asset Management
United Kingdom
$5.55M +$5.93M +114,816 New
Retirement Systems of Alabama
194
Retirement Systems of Alabama
Alabama
$5.54M -$275K -5,325 -4%
UIM
195
USS Investment Management
United Kingdom
$5.54M +$2.67M +51,739 +83%
State of Tennessee, Department of Treasury
196
State of Tennessee, Department of Treasury
Tennessee
$5.49M +$2.75M +53,133 +88%
TI
197
Trexquant Investment
Connecticut
$5.4M +$3.73M +72,161 +183%
KOCAA
198
Knights of Columbus Asset Advisors
Connecticut
$5.34M -$312K -6,030 -5%
Osaic Holdings
199
Osaic Holdings
Arizona
$5.32M -$1.26M -24,476 -18%
EF
200
Empowered Funds
Pennsylvania
$5.32M -$81.3K -1,573 -1%

MOS Hedge Fund Activity: Q3 2022 in Review

755 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2022, worth a combined $14.3B — up 0.77% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of MOS and 83 opened new positions — a net loss of 12 holders — while 304 trimmed existing stakes and 269 added.

The largest buyer was Capital World Investors, adding an estimated $579M. The largest seller was Fidelity Investments, cutting an estimated $272M.

  • 755 institutional investors held The Mosaic Company (MOS) as of Q3 2022, down from 780 in Q2 2022.
  • Funds reported $14.3B of The Mosaic Company stock for Q3 2022, up 0.77% quarter-over-quarter.
  • 83 funds opened new The Mosaic Company positions in Q3 2022 and 95 closed out, a net change of -12 holders.
  • The largest The Mosaic Company buyer in Q3 2022 was Capital World Investors, an estimated $579M added.
  • The largest The Mosaic Company seller in Q3 2022 was Fidelity Investments, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2022.