Russia-Ukraine War Will Affect These 5 Stocks in the Future

3. The Mosaic Company (NYSE:MOS)

Number of Hedge Fund Holders: 66 

The Mosaic Company (NYSE:MOS) markets phosphate and potash crop nutrients. The fertilizer industry has been affected by the Russian war in Ukraine since Moscow is the largest fertilizer exporter in the world. As supplies from the country are disrupted and businesses are sanctioned, countries in North America and Europe are looking at local firms to fill in the fertilizer gap. Export bans in China, which wants to protect food security due to the war, have increased prices of fertilizers further, leading to a boom for stocks like Mosaic. 

On July 14, Credit Suisse analyst John Roberts initiated coverage of The Mosaic Company (NYSE:MOS) stock with an Outperform rating and a price target of $60, highlighting the importance of the Brazil business of the firm that is the fastest growing fertilizer market. 

At the end of the first quarter of 2022, 66 hedge funds in the database of Insider Monkey held stakes worth $1.5 billion in The Mosaic Company (NYSE:MOS), compared to 46 in the preceding quarter worth $1.3 billion. 

In its Q4 2021 investor letter, Ariel Investments, an asset management firm, highlighted a few stocks and The Mosaic Company (NYSE:MOS) was one of them. Here is what the fund said:

“We continue to believe recent aggressive fiscal and monetary policy will drive high levels of intransient (rather than transitory) inflation. Recent inflation numbers have exceeded our hawkish predictions. While we believed the Consumer Price Index might rise +4% in 2021, double the Fed target of +2%; it rose +7%, the highest level in forty years. Ariel Focus Fund has been well positioned for this environment as natural resource and material companies such as The Mosaic Company (NYSE:MOS) which returned +72.15% for the year. This was one of our two largest holdings at year-end and have performed well very early into 2022.”