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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92B -$49M -948,660 -2%
BlackRock
2
BlackRock
New York
$1.35B -$105M -2,028,564 -7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$931M -$272M -5,254,639 -21%
State Street
4
State Street
Massachusetts
$843M +$35.3M +683,104 +4%
Capital World Investors
5
Capital World Investors
California
$777M +$579M +11,208,792 +230%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$350M -$9.99M -193,292 -3%
SCP
7
Soroban Capital Partners
New York
$332M +$7.54M +145,993 +2%
Capital International Investors
8
Capital International Investors
California
$325M +$27.8M +538,293 +9%
Northern Trust
9
Northern Trust
Illinois
$262M -$32.6M -631,751 -10%
Invesco
10
Invesco
Georgia
$253M -$6.91M -133,628 -2%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$239M +$69.6M +1,346,086 +37%
Morgan Stanley
12
Morgan Stanley
New York
$230M -$23.6M -456,292 -9%
Bank of America
13
Bank of America
North Carolina
$225M +$18.3M +353,302 +8%
Goldman Sachs
14
Goldman Sachs
New York
$215M +$140M +2,701,552 +154%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$188M -$25.2M -487,528 -11%
Deutsche Bank
16
Deutsche Bank
Germany
$181M -$16M -309,965 -8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$161M -$63.7M -1,233,305 -27%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$148M -$2.35M -45,493 -1%
LSV Asset Management
19
LSV Asset Management
Illinois
$143M +$162K +3,131 +0.1%
PIM
20
Platinum Investment Management
Australia
$137M -$2.71M -52,489 -2%
Norges Bank
21
Norges Bank
Norway
$137M +$9.81M +189,779 +7%
Legal & General Group
22
Legal & General Group
United Kingdom
$123M +$25.5M +494,364 +24%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$114M +$30.6M +591,951 +33%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$109M -$14.1M -272,890 -11%
AQR Capital Management
25
AQR Capital Management
Connecticut
$101M +$19.6M +378,974 +22%

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.