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The Mosaic Company

511 hedge funds and large institutions have $7.28B invested in The Mosaic Company in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 160 increasing their positions, 183 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

68% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 57

25% more capital invested

Capital invested by funds: $5.81B → $7.28B (+$1.47B)

8% more funds holding

Funds holding: 475511 (+36)

4.09% more ownership

Funds ownership: 76.84%80.92% (+4.1%)

7% more call options, than puts

Call options by funds: $159M | Put options by funds: $149M

13% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 183

Holders
511
Holders Change
+36
Holders Change %
+7.58%
% of All Funds
11.59%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.27%
New
96
Increased
160
Reduced
183
Closed
57
Calls
$159M
Puts
$149M
Net Calls
+$10.1M
Net Calls Change
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
World Asset Management
Michigan
$885K -$33K -1,438 -4%
NMERB
277
New Mexico Educational Retirement Board
New Mexico
$865K +$25.3K +1,100 +3%
NIT
278
NumerixS Investment Technologies
British Columbia, Canada
$847K +$420K +18,300 +124%
BC
279
Brookfield Corp
Ontario, Canada
$842K +$754K +32,800 New
HighTower Advisors
280
HighTower Advisors
Illinois
$829K +$741K +32,241 New
BCP
281
Berkeley Capital Partners
Georgia
$779K +$11.5K +499 +2%
NB
282
Norinchukin Bank
Japan
$772K +$42.5K +1,849 +7%
NA
283
NewEdge Advisors
Louisiana
$772K +$49.4K +2,152 +8%
QCMA
284
Quad Capital Management Advisors
New York
$770K +$689K +30,000 New
ACP
285
Aviance Capital Partners
Florida
$746K -$23.6K -1,029 -3%
EGM
286
Engineers Gate Manager
New York
$744K +$33.4K +1,452 +5%
Assenagon Asset Management
287
Assenagon Asset Management
Luxembourg
$740K -$23.1M -1,005,231 -97%
WMG
288
WESCAP Management Group
California
$734K -$222K -9,643 -25%
NA
289
Neuburgh Advisers
California
$729K -$35.2K -1,530 -5%
Marshall Wace
290
Marshall Wace
United Kingdom
$723K +$648K +28,193 New
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$722K +$39.7K +1,727 +7%
FAAS
292
First Allied Advisory Services
California
$712K -$209K -9,117 -25%
SBA
293
Seven Bridges Advisors
New York
$711K
CS
294
Candriam SCA
Luxembourg
$706K -$2.37M -103,346 -79%
Janney Montgomery Scott
295
Janney Montgomery Scott
Pennsylvania
$702K -$153K -6,664 -20%
RFC
296
Regions Financial Corp
Alabama
$696K -$81.2K -3,532 -12%
RJFSA
297
Raymond James Financial Services Advisors
Florida
$693K -$325K -14,142 -34%
NAM
298
Nissay Asset Management
Japan
$685K +$613K +26,695 New
MML Investors Services
299
MML Investors Services
Massachusetts
$682K +$19.5K +850 +3%
MERSOM
300
Municipal Employees' Retirement System of Michigan
Michigan
$673K +$228K +9,930 +61%

MOS Hedge Fund Activity: Q4 2017 in Review

511 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2017, worth a combined $7.28B — up 25% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MOS positions and 57 closed out — a net gain of 39 holders — while 160 added to existing stakes and 183 trimmed.

The largest buyer was Norges Bank, adding an estimated $173M. The largest seller was Capital World Investors, exiting entirely with an estimated $194M sold.

  • 511 institutional investors held The Mosaic Company (MOS) as of Q4 2017, up from 475 in Q3 2017.
  • Funds reported $7.28B of The Mosaic Company stock for Q4 2017, up 25% quarter-over-quarter.
  • 96 funds opened new The Mosaic Company positions in Q4 2017 and 57 closed out, a net change of +39 holders.
  • The largest The Mosaic Company buyer in Q4 2017 was Norges Bank, an estimated $173M added.
  • The largest The Mosaic Company seller in Q4 2017 was Capital World Investors, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2017.