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The Mosaic Company

535 hedge funds and large institutions have $7.02B invested in The Mosaic Company in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 166 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 63

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.7M

5% more funds holding

Funds holding: 511535 (+24)

4% less capital invested

Capital invested by funds: $7.28B → $7.02B (-$257M)

5.82% less ownership

Funds ownership: 80.92%75.1% (-5.8%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 197

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
12.26%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
90
Increased
166
Reduced
197
Closed
63
Calls
$115M
Puts
$99.7M
Net Calls
+$15.7M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
301
Nisa Investment Advisors
Missouri
$737K -$210K -8,000 -21%
US Bancorp
302
US Bancorp
Minnesota
$727K -$199K -7,562 -20%
FPF
303
FNY Partners Fund
New York
$723K +$784K +29,800 New
OI
304
Oakbrook Investments
Illinois
$707K +$397K +15,110 +108%
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$704K +$136K +5,171 +22%
TAM
306
Tocqueville Asset Management
New York
$697K -$355K -13,500 -32%
AIM
307
Assured Investment Management
New York
$695K +$753K +28,616 New
AF
308
Advisornet Financial
Minnesota
$686K -$299K -11,375 -29%
NA
309
Neuburgh Advisers
California
$679K -$11.6K -442 -2%
WMG
310
WESCAP Management Group
California
$672K -$24K -912 -3%
NAM
311
Nissay Asset Management
Japan
$664K +$17K +648 +2%
ARTA
312
A.R.T. Advisors
New York
$650K +$297K +11,300 +73%
QC
313
Quadrature Capital
United Kingdom
$646K +$700K +26,607 New
O
314
OppenheimerFunds
New York
$644K -$501K -19,046 -42%
WAM
315
World Asset Management
Michigan
$640K -$214K -8,148 -24%
MERSOM
316
Municipal Employees' Retirement System of Michigan
Michigan
$636K
JGC
317
J. Goldman & Co
New York
$627K -$410K -15,584 -38%
FAAS
318
First Allied Advisory Services
California
$627K -$51.9K -1,974 -7%
DADC
319
D.A. Davidson & Co
Montana
$626K +$15K +571 +2%
RJFSA
320
Raymond James Financial Services Advisors
Florida
$609K -$50.4K -1,917 -7%
SMDAM
321
Sumitomo Mitsui DS Asset Management
Japan
$584K -$11.3K -428 -2%
KBC Group
322
KBC Group
Belgium
$584K
OMCS
323
Old Mutual Customised Solutions
South Africa
$578K
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$577K -$500 -19 -0.1%
Janney Montgomery Scott
325
Janney Montgomery Scott
Pennsylvania
$576K -$95.3K -3,622 -13%

MOS Hedge Fund Activity: Q1 2018 in Review

535 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2018, worth a combined $7.02B — down 3.5% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MOS positions and 63 closed out — a net gain of 27 holders — while 166 added to existing stakes and 197 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $102M. The largest seller was Deutsche Bank, cutting an estimated $63.9M.

  • 535 institutional investors held The Mosaic Company (MOS) as of Q1 2018, up from 511 in Q4 2017.
  • Funds reported $7.02B of The Mosaic Company stock for Q1 2018, down 3.5% quarter-over-quarter.
  • 90 funds opened new The Mosaic Company positions in Q1 2018 and 63 closed out, a net change of +27 holders.
  • The largest The Mosaic Company buyer in Q1 2018 was AllianceBernstein, an estimated $102M added.
  • The largest The Mosaic Company seller in Q1 2018 was Deutsche Bank, an estimated $63.9M sold.

Based on aggregated 13F filings for Q1 2018.