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The Mosaic Company

718 hedge funds and large institutions have $13.6B invested in The Mosaic Company in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 264 increasing their positions, 281 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $383M | Put options by funds: $326M

7% more capital invested

Capital invested by funds: $12.8B → $13.6B (+$864M)

1.76% more ownership

Funds ownership: 86.83%88.59% (+1.8%)

6% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 281

6% less funds holding

Funds holding: 764718 (-46)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

29% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 102

Holders
718
Holders Change
-46
Holders Change %
-6.02%
% of All Funds
11.44%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
72
Increased
264
Reduced
281
Closed
102
Calls
$383M
Puts
$326M
Net Calls
+$57.8M
Net Calls Change
+$218M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$2.04B +$1.07B +22,007,649 +98%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.79B -$36.1M -744,713 -2%
BlackRock
3
BlackRock
New York
$1.24B -$30.8M -635,359 -2%
State Street
4
State Street
Massachusetts
$794M +$3.93M +81,245 +0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$430M -$56.5M -1,167,726 -11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$332M +$7.76M +160,329 +2%
Invesco
7
Invesco
Georgia
$308M +$802K +16,559 +0.2%
Capital International Investors
8
Capital International Investors
California
$281M -$1.76M -36,446 -0.6%
Northern Trust
9
Northern Trust
Illinois
$273M +$21.8M +450,241 +8%
Morgan Stanley
10
Morgan Stanley
New York
$261M +$41.4M +854,119 +18%
Bank of America
11
Bank of America
North Carolina
$261M +$76.1M +1,570,465 +38%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$221M +$87.1M +1,798,118 +60%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$197M +$9.55M +197,280 +5%
AQR Capital Management
14
AQR Capital Management
Connecticut
$165M +$30M +619,049 +20%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$164M -$38.3M -791,019 -18%
Ameriprise
16
Ameriprise
Minnesota
$151M +$53.6M +1,106,250 +51%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$141M +$46M +950,912 +45%
LSV Asset Management
18
LSV Asset Management
Illinois
$134M -$969K -20,000 -0.7%
Deutsche Bank
19
Deutsche Bank
Germany
$126M -$5.36M -110,582 -4%
Norges Bank
20
Norges Bank
Norway
$122M -$12.5M -257,137 -9%
SCP
21
Soroban Capital Partners
New York
$109M -$217M -4,487,087 -65%
Goldman Sachs
22
Goldman Sachs
New York
$109M -$53M -1,094,181 -32%
Legal & General Group
23
Legal & General Group
United Kingdom
$107M +$1.43M +29,541 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$104M -$11.5M -237,950 -9%
Bank Julius Baer & Co
25
Bank Julius Baer & Co
Switzerland
$97.4M +$2.91M +60,159 +3%

MOS Hedge Fund Activity: Q1 2023 in Review

718 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2023, worth a combined $13.6B — up 6.8% from $12.8B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of MOS and 72 opened new positions — a net loss of 30 holders — while 281 trimmed existing stakes and 264 added.

The largest buyer was Capital World Investors, adding an estimated $1.07B. The largest seller was Soroban Capital Partners, cutting an estimated $217M.

  • 718 institutional investors held The Mosaic Company (MOS) as of Q1 2023, down from 764 in Q4 2022.
  • Funds reported $13.6B of The Mosaic Company stock for Q1 2023, up 6.8% quarter-over-quarter.
  • 72 funds opened new The Mosaic Company positions in Q1 2023 and 102 closed out, a net change of -30 holders.
  • The largest The Mosaic Company buyer in Q1 2023 was Capital World Investors, an estimated $1.07B added.
  • The largest The Mosaic Company seller in Q1 2023 was Soroban Capital Partners, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2023.