We are live on ! Find out more
MOS icon

The Mosaic Company

475 hedge funds and large institutions have $5.81B invested in The Mosaic Company in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 160

0.29% less ownership

Funds ownership: 77.13%76.84% (-0.29%)

8% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 49

2% less funds holding

Funds holding: 486475 (-11)

6% less capital invested

Capital invested by funds: $6.18B → $5.81B (-$369M)

33% less call options, than puts

Call options by funds: $105M | Put options by funds: $157M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
475
Holders Change
-11
Holders Change %
-2.26%
% of All Funds
11.84%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.12%
New
45
Increased
197
Reduced
160
Closed
49
Calls
$105M
Puts
$157M
Net Calls
-$52.4M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
301
NewEdge Advisors
Louisiana
$570K +$32.8K +1,515 +6%
PNC Financial Services Group
302
PNC Financial Services Group
Pennsylvania
$570K +$47.3K +2,184 +9%
MML Investors Services
303
MML Investors Services
Massachusetts
$555K +$46.6K +2,152 +9%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$547K +$45.7K +2,111 +9%
DADC
305
D.A. Davidson & Co
Montana
$545K +$996 +46 +0.2%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$540K
FCM
307
Flinton Capital Management
Pennsylvania
$533K +$47.9K +2,212 +10%
SIM
308
Sentry Investment Management
Wisconsin
$511K
TWI
309
Thomas White International
Illinois
$505K -$180K -8,300 -26%
TWM
310
Torch Wealth Management
Ohio
$494K -$2.17K -100 -0.4%
Commonwealth Equity Services
311
Commonwealth Equity Services
Massachusetts
$490K -$158K -7,301 -24%
Los Angeles Capital Management
312
Los Angeles Capital Management
California
$487K -$103K -4,740 -17%
CPO
313
Cerity Partners OCIO
New York
$481K -$35.3K -1,630 -7%
LSERS
314
Louisiana State Employees Retirement System
Louisiana
$473K +$2.17K +100 +0.5%
LIA
315
LS Investment Advisors
Michigan
$471K +$38.1K +1,758 +9%
JGUA
316
John G. Ullman & Associates
New York
$469K -$2.46M -113,500 -84%
KRS
317
Kentucky Retirement Systems
Kentucky
$465K -$20.6K -949 -4%
GIA
318
Gateway Investment Advisers
Ohio
$465K -$11.7K -540 -2%
RCM
319
Riverhead Capital Management
Delaware
$465K +$28.2K +1,300 +6%
PK
320
Pflug Koory
Nebraska
$462K +$7.8K +360 +2%
HL
321
HeadInvest LLC
Maine
$455K
PA
322
Profund Advisors
Maryland
$443K -$44.7K -2,062 -9%
PAG
323
Private Advisor Group
New Jersey
$438K +$33.9K +1,564 +8%
FCCM
324
First City Capital Management
Georgia
$435K +$10.8K +500 +3%
CICI
325
Capital Investment Counsel Inc
North Carolina
$433K +$4.33K +200 +1%

MOS Hedge Fund Activity: Q3 2017 in Review

475 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2017, worth a combined $5.81B — down 6% from $6.18B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MOS and 45 opened new positions — a net loss of 4 holders — while 160 trimmed existing stakes and 197 added.

The largest buyer was Citadel Advisors, adding an estimated $38.4M. The largest seller was Citigroup, cutting an estimated $101M.

  • 475 institutional investors held The Mosaic Company (MOS) as of Q3 2017, down from 486 in Q2 2017.
  • Funds reported $5.81B of The Mosaic Company stock for Q3 2017, down 6% quarter-over-quarter.
  • 45 funds opened new The Mosaic Company positions in Q3 2017 and 49 closed out, a net change of -4 holders.
  • The largest The Mosaic Company buyer in Q3 2017 was Citadel Advisors, an estimated $38.4M added.
  • The largest The Mosaic Company seller in Q3 2017 was Citigroup, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2017.