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The Mosaic Company

445 hedge funds and large institutions have $5.98B invested in The Mosaic Company in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $83.1M

1.58% less ownership

Funds ownership: 77.21%75.63% (-1.6%)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

12% less funds holding

Funds holding: 503445 (-58)

20% less capital invested

Capital invested by funds: $7.45B → $5.98B (-$1.47B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

59% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 94

Holders
445
Holders Change
-58
Holders Change %
-11.53%
% of All Funds
9.76%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
39
Increased
158
Reduced
178
Closed
94
Calls
$80.4M
Puts
$83.1M
Net Calls
-$2.68M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
226
Eaton Vance Management
Massachusetts
$749K
SAM
227
Securian Asset Management
Minnesota
$748K -$8.71K -400 -1%
CIBC Asset Management
228
CIBC Asset Management
Ontario, Canada
$742K -$22.1K -1,015 -3%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$738K +$30.5K +1,400 +4%
TRSOTSOK
230
Teachers Retirement System of the State of Kentucky
Kentucky
$736K
BWA
231
BDO Wealth Advisors
Florida
$718K +$762K +35,000 New
NAM
232
Nissay Asset Management
Japan
$701K +$33.3K +1,528 +5%
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$671K +$119K +5,485 +20%
AAM
234
Advisors Asset Management
Colorado
$669K -$86.4K -3,968 -11%
WAM
235
World Asset Management
Michigan
$668K +$45.9K +2,108 +7%
NIT
236
NumerixS Investment Technologies
British Columbia, Canada
$660K +$305K +13,996 +77%
SEC
237
Seven Eight Capital
New York
$660K +$701K +32,199 New
FCM
238
Flinton Capital Management
Pennsylvania
$647K -$668K -30,688 -49%
Stifel Financial
239
Stifel Financial
Missouri
$647K -$66.1K -3,037 -9%
Simplex Trading
240
Simplex Trading
Illinois
$643K +$683K +31,382 New
EGM
241
Engineers Gate Manager
New York
$636K +$675K +31,004 New
QC
242
Quadrature Capital
United Kingdom
$600K +$139K +6,367 +28%
US Bancorp
243
US Bancorp
Minnesota
$582K +$71.5K +3,281 +13%
NA
244
NewEdge Advisors
Louisiana
$574K -$21.3K -980 -3%
SG Americas Securities
245
SG Americas Securities
New York
$572K -$933K -42,847 -61%
S
246
Seeyond
France
$564K +$236K +10,849 +65%
NMERB
247
New Mexico Educational Retirement Board
New Mexico
$562K -$37K -1,700 -6%
MERSOM
248
Municipal Employees' Retirement System of Michigan
Michigan
$551K
RCM
249
Riverhead Capital Management
Delaware
$548K -$576K -26,470 -50%
OC
250
Oppenheimer & Co
New York
$543K +$55.1K +2,529 +11%

MOS Hedge Fund Activity: Q3 2019 in Review

445 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2019, worth a combined $5.98B — down 20% from $7.45B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of MOS and 39 opened new positions — a net loss of 55 holders — while 178 trimmed existing stakes and 158 added.

The largest buyer was Ameriprise, adding an estimated $96.6M. The largest seller was Ninety One (UK), exiting entirely with an estimated $124M sold.

  • 445 institutional investors held The Mosaic Company (MOS) as of Q3 2019, down from 503 in Q2 2019.
  • Funds reported $5.98B of The Mosaic Company stock for Q3 2019, down 20% quarter-over-quarter.
  • 39 funds opened new The Mosaic Company positions in Q3 2019 and 94 closed out, a net change of -55 holders.
  • The largest The Mosaic Company buyer in Q3 2019 was Ameriprise, an estimated $96.6M added.
  • The largest The Mosaic Company seller in Q3 2019 was Ninety One (UK), an estimated $124M sold.

Based on aggregated 13F filings for Q3 2019.