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The Mosaic Company

437 hedge funds and large institutions have $6.31B invested in The Mosaic Company in 2019 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 130 increasing their positions, 184 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $5.98B → $6.31B (+$334M)

1.48% more ownership

Funds ownership: 75.63%77.11% (+1.5%)

3% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 60

2% less funds holding

Funds holding: 445437 (-8)

29% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 184

30% less call options, than puts

Call options by funds: $104M | Put options by funds: $149M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
437
Holders Change
-8
Holders Change %
-1.8%
% of All Funds
8.61%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
62
Increased
130
Reduced
184
Closed
60
Calls
$104M
Puts
$149M
Net Calls
-$44.8M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
276
Kintegral Advisory
New York
$473K
RJFSA
277
Raymond James Financial Services Advisors
Florida
$469K -$22.4K -1,128 -5%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$454K +$23.9K +1,204 +6%
KSCM
279
Kamunting Street Capital Management
Florida
$450K +$412K +20,800 New
Truist Financial
280
Truist Financial
North Carolina
$446K +$409K +20,608 New
GIA
281
Gargoyle Investment Advisor
New Jersey
$437K
USGIU
282
U.S. Global Investors (USGI)
Texas
$433K
ACM
283
AlphaCrest Capital Management
New York
$418K -$576K -29,059 -60%
TPCW
284
TD Private Client Wealth
New York
$406K +$372K +18,774 New
PSUF
285
People's United Financial
Connecticut
$391K +$892 +45 +0.2%
KRS
286
Kentucky Retirement Systems
Kentucky
$389K -$4.03K -203 -1%
CIM
287
CIM Investment Management
Pennsylvania
$389K
William Blair & Company
288
William Blair & Company
Illinois
$381K -$22.2K -1,120 -6%
SPIA
289
Steward Partners Investment Advisory
New York
$380K -$8.07K -407 -2%
FAAS
290
First Allied Advisory Services
California
$374K -$35K -1,764 -9%
ONB
291
Old National Bancorp
Indiana
$374K +$25.3K +1,276 +8%
NIT
292
NumerixS Investment Technologies
British Columbia, Canada
$365K -$304K -15,311 -48%
CWM
293
Cedar Wealth Management
California
$365K -$69.2K -3,488 -17%
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$365K
ECM
295
ETrade Capital Management
Virginia
$361K -$64.4K -3,247 -16%
LSERS
296
Louisiana State Employees Retirement System
Louisiana
$359K -$9.91K -500 -3%
M&T Bank
297
M&T Bank
New York
$353K -$11.5K -579 -3%
GH
298
GAM Holding
Switzerland
$352K -$784K -39,517 -71%
Thrivent Financial for Lutherans
299
Thrivent Financial for Lutherans
Minnesota
$345K -$813 -41 -0.3%
TAM
300
Tocqueville Asset Management
New York
$341K +$69.4K +3,500 +29%

MOS Hedge Fund Activity: Q4 2019 in Review

437 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2019, worth a combined $6.31B — up 5.6% from $5.98B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MOS positions and 60 closed out — a net gain of 2 holders — while 130 added to existing stakes and 184 trimmed.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $58.7M. The largest seller was Ameriprise, cutting an estimated $63.2M.

  • 437 institutional investors held The Mosaic Company (MOS) as of Q4 2019, down from 445 in Q3 2019.
  • Funds reported $6.31B of The Mosaic Company stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 62 funds opened new The Mosaic Company positions in Q4 2019 and 60 closed out, a net change of +2 holders.
  • The largest The Mosaic Company buyer in Q4 2019 was Menora Mivtachim Holdings, an estimated $58.7M added.
  • The largest The Mosaic Company seller in Q4 2019 was Ameriprise, an estimated $63.2M sold.

Based on aggregated 13F filings for Q4 2019.