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The Mosaic Company

605 hedge funds and large institutions have $10.2B invested in The Mosaic Company in 2021 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 214 increasing their positions, 227 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 52

13% more capital invested

Capital invested by funds: $9.08B → $10.2B (+$1.14B)

2% more funds holding

Funds holding: 595605 (+10)

0.24% more ownership

Funds ownership: 75.05%75.29% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

6% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 227

39% less call options, than puts

Call options by funds: $253M | Put options by funds: $414M

Holders
605
Holders Change
+10
Holders Change %
+1.68%
% of All Funds
10.59%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
68
Increased
214
Reduced
227
Closed
52
Calls
$253M
Puts
$414M
Net Calls
-$160M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36B +$6.52M +203,708 +0.5%
BlackRock
2
BlackRock
New York
$983M +$18M +561,520 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$866M +$68.4M +2,137,053 +10%
State Street
4
State Street
Massachusetts
$617M +$457K +14,291 +0.1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$239M +$4.25M +132,729 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$233M +$6.55M +204,939 +3%
Northern Trust
7
Northern Trust
Illinois
$211M +$7.36M +230,179 +4%
Boston Partners
8
Boston Partners
Massachusetts
$207M -$23.4M -731,291 -11%
Invesco
9
Invesco
Georgia
$168M -$12M -375,186 -7%
Norges Bank
10
Norges Bank
Norway
$159M +$4.79M +149,875 +3%
Deutsche Bank
11
Deutsche Bank
Germany
$153M +$13.8M +432,753 +11%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$151M +$11.7M +367,062 +10%
PIM
13
Platinum Investment Management
Australia
$137M +$12.2M +382,877 +11%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$135M +$2.2M +68,715 +2%
SPC
15
Slate Path Capital
New York
$118M
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$116M +$3.03M +94,700 +3%
DSC
17
Donald Smith & Co
New York
$105M +$68.9K +2,155 +0.1%
Bank of America
18
Bank of America
North Carolina
$101M +$1.81M +56,450 +2%
Morgan Stanley
19
Morgan Stanley
New York
$100M -$18.1M -564,989 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$95.9M -$6.05M -189,081 -7%
Charles Schwab
21
Charles Schwab
California
$94M -$106K -3,313 -0.1%
AQR Capital Management
22
AQR Capital Management
Connecticut
$93.7M +$13.5M +421,986 +19%
Bank Julius Baer & Co
23
Bank Julius Baer & Co
Switzerland
$88.3M +$22.7M +710,079 +40%
Prudential Financial
24
Prudential Financial
New Jersey
$88.1M -$9.25M -289,333 -10%
AL
25
Appaloosa LP
New Jersey
$84.8M -$2.84M -88,769 -4%

MOS Hedge Fund Activity: Q3 2021 in Review

605 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2021, worth a combined $10.2B — up 13% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MOS positions and 52 closed out — a net gain of 16 holders — while 214 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $68.4M. The largest seller was Susquehanna International Group, cutting an estimated $54.3M.

  • 605 institutional investors held The Mosaic Company (MOS) as of Q3 2021, up from 595 in Q2 2021.
  • Funds reported $10.2B of The Mosaic Company stock for Q3 2021, up 13% quarter-over-quarter.
  • 68 funds opened new The Mosaic Company positions in Q3 2021 and 52 closed out, a net change of +16 holders.
  • The largest The Mosaic Company buyer in Q3 2021 was Fidelity Investments, an estimated $68.4M added.
  • The largest The Mosaic Company seller in Q3 2021 was Susquehanna International Group, an estimated $54.3M sold.

Based on aggregated 13F filings for Q3 2021.