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The Mosaic Company

780 hedge funds and large institutions have $14.2B invested in The Mosaic Company in 2022 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 265 increasing their positions, 309 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less call options, than puts

Call options by funds: $552M | Put options by funds: $608M

1% less ownership

Funds ownership: 83.96%82.95% (-1%)

6% less funds holding

Funds holding: 829780 (-49)

14% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 309

14% less funds holding in top 10

Funds holding in top 10: 2824 (-4)

20% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 158

31% less capital invested

Capital invested by funds: $20.5B → $14.2B (-$6.35B)

Holders
780
Holders Change
-49
Holders Change %
-5.91%
% of All Funds
13.14%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.4%
New
126
Increased
265
Reduced
309
Closed
158
Calls
$552M
Puts
$608M
Net Calls
-$56.2M
Net Calls Change
+$125M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92B -$53.6M -875,708 -2%
BlackRock
2
BlackRock
New York
$1.42B +$29.1M +475,529 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.16B -$266M -4,334,183 -15%
State Street
4
State Street
Massachusetts
$791M -$43M -702,155 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$350M -$4.92M -80,369 -1%
SCP
6
Soroban Capital Partners
New York
$318M +$110M +1,789,613 +36%
Capital International Investors
7
Capital International Investors
California
$293M -$553K -9,025 -0.1%
Northern Trust
8
Northern Trust
Illinois
$286M +$25.2M +412,104 +7%
Invesco
9
Invesco
Georgia
$254M -$3.85M -62,893 -1%
Morgan Stanley
10
Morgan Stanley
New York
$246M +$109M +1,782,414 +52%
Capital World Investors
11
Capital World Investors
California
$230M +$299M +4,875,115 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$216M +$7.09M +115,778 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$207M -$3.57M -58,241 -1%
Bank of America
14
Bank of America
North Carolina
$203M +$40.5M +661,774 +18%
Deutsche Bank
15
Deutsche Bank
Germany
$192M +$32M +522,662 +15%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$170M +$20.8M +339,558 +10%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$146M -$13.3M -217,853 -7%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$140M +$104M +1,702,100 +135%
LSV Asset Management
19
LSV Asset Management
Illinois
$140M -$26.1M -426,820 -13%
PIM
20
Platinum Investment Management
Australia
$137M -$22.1M -360,831 -11%
Charles Schwab
21
Charles Schwab
California
$132M -$3.7M -60,415 -2%
Norges Bank
22
Norges Bank
Norway
$125M -$21.7M -354,353 -12%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$119M -$118M -1,922,693 -43%
IAM
24
Ion Asset Management
Israel
$111M +$1.71M +27,940 +1%
N
25
Nuveen
North Carolina
$99.1M +$6.69M +109,254 +5%

MOS Hedge Fund Activity: Q2 2022 in Review

780 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2022, worth a combined $14.2B — down 31% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of MOS and 126 opened new positions — a net loss of 32 holders — while 309 trimmed existing stakes and 265 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $299M. The largest seller was Fidelity Investments, cutting an estimated $266M.

  • 780 institutional investors held The Mosaic Company (MOS) as of Q2 2022, down from 829 in Q1 2022.
  • Funds reported $14.2B of The Mosaic Company stock for Q2 2022, down 31% quarter-over-quarter.
  • 126 funds opened new The Mosaic Company positions in Q2 2022 and 158 closed out, a net change of -32 holders.
  • The largest The Mosaic Company buyer in Q2 2022 was Capital World Investors, an estimated $299M added.
  • The largest The Mosaic Company seller in Q2 2022 was Fidelity Investments, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2022.