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The Mosaic Company

505 hedge funds and large institutions have $6.41B invested in The Mosaic Company in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 156 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

29% more capital invested

Capital invested by funds: $4.97B → $6.41B (+$1.44B)

11% more funds holding

Funds holding: 456505 (+49)

1.13% more ownership

Funds ownership: 72.09%73.23% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less call options, than puts

Call options by funds: $105M | Put options by funds: $114M

10% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 174

Holders
505
Holders Change
+49
Holders Change %
+10.75%
% of All Funds
8.94%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
101
Increased
156
Reduced
174
Closed
50
Calls
$105M
Puts
$114M
Net Calls
-$8.96M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$829M -$572K -28,430 -0.1%
BlackRock
2
BlackRock
New York
$587M +$13.6M +675,872 +3%
State Street
3
State Street
Massachusetts
$398M -$16.9M -841,402 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$237M +$30.4M +1,510,203 +17%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$195M +$14.9M +742,528 +10%
Boston Partners
6
Boston Partners
Massachusetts
$177M -$51.9M -2,578,143 -25%
SPC
7
Slate Path Capital
New York
$160M -$27.4M -1,360,000 -16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$141M +$3.51M +174,533 +3%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$139M -$67.1M -3,330,402 -35%
Northern Trust
10
Northern Trust
Illinois
$122M -$5.9M -293,208 -5%
Norges Bank
11
Norges Bank
Norway
$115M +$23.7M +1,175,666 +31%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$114M +$4.67M +231,756 +5%
Invesco
13
Invesco
Georgia
$96.2M +$7.2M +357,843 +9%
DSC
14
Donald Smith & Co
New York
$95.3M -$11.1M -550,240 -12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$86.7M -$7.62M -378,383 -9%
CI
16
Clal Insurance
Israel
$80.7M +$34.5M +1,712,502 +84%
Two Sigma Investments
17
Two Sigma Investments
New York
$76.4M +$38.5M +1,910,209 +136%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$70.9M +$3.69M +183,494 +6%
UBS AM
19
UBS AM
Illinois
$67M +$26.5M +1,316,679 +83%
MMH
20
Menora Mivtachim Holdings
Israel
$64.5M -$40.2M -1,995,693 -42%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$62.8M -$19.2M -955,245 -26%
Charles Schwab
22
Charles Schwab
California
$62M -$43.8K -2,176 -0.1%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$59.3M +$6.84M +339,860 +15%
Morgan Stanley
24
Morgan Stanley
New York
$57.7M +$20.2M +1,003,221 +67%
Ameriprise
25
Ameriprise
Minnesota
$56.3M +$32.5M +1,616,477 +195%

MOS Hedge Fund Activity: Q4 2020 in Review

505 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2020, worth a combined $6.41B — up 29% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MOS positions and 50 closed out — a net gain of 51 holders — while 156 added to existing stakes and 174 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $38.5M. The largest seller was Adage Capital Partners, cutting an estimated $67.1M.

  • 505 institutional investors held The Mosaic Company (MOS) as of Q4 2020, up from 456 in Q3 2020.
  • Funds reported $6.41B of The Mosaic Company stock for Q4 2020, up 29% quarter-over-quarter.
  • 101 funds opened new The Mosaic Company positions in Q4 2020 and 50 closed out, a net change of +51 holders.
  • The largest The Mosaic Company buyer in Q4 2020 was Two Sigma Investments, an estimated $38.5M added.
  • The largest The Mosaic Company seller in Q4 2020 was Adage Capital Partners, an estimated $67.1M sold.

Based on aggregated 13F filings for Q4 2020.