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The Mosaic Company

544 hedge funds and large institutions have $9.66B invested in The Mosaic Company in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 196 increasing their positions, 199 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

15% more capital invested

Capital invested by funds: $8.4B → $9.66B (+$1.26B)

15% more call options, than puts

Call options by funds: $137M | Put options by funds: $120M

1% more funds holding

Funds holding: 537544 (+7)

0.58% less ownership

Funds ownership: 77.76%77.18% (-0.58%)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 199

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
12.44%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
73
Increased
196
Reduced
199
Closed
58
Calls
$137M
Puts
$120M
Net Calls
+$17.5M
Net Calls Change
+$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
301
Orca Investment Management
Oregon
$935K -$55.6K -1,847 -6%
CIM
302
CenturyLink Investment Management
Colorado
$933K -$104K -3,439 -11%
TAM
303
Tocqueville Asset Management
New York
$933K
BCP
304
Berkeley Capital Partners
Georgia
$923K -$44.2K -1,466 -5%
Daiwa Securities Group
305
Daiwa Securities Group
Japan
$917K +$9.34K +310 +1%
Jane Street
306
Jane Street
New York
$905K -$1.24M -41,145 -60%
CS
307
Candriam SCA
Luxembourg
$905K
SAM
308
Shell Asset Management
Netherlands
$902K +$136K +4,498 +19%
DADC
309
D.A. Davidson & Co
Montana
$900K -$13.3K -442 -2%
CWM
310
Cornerstone Wealth Management
Missouri
$895K -$172K -5,710 -23%
LIA
311
LS Investment Advisors
Michigan
$882K +$43.3K +1,438 +6%
CG
312
Clinton Group
New York
$871K +$808K +26,830 New
Rafferty Asset Management
313
Rafferty Asset Management
New York
$867K +$804K +26,697 New
WAM
314
World Asset Management
Michigan
$859K -$23.3K -773 -3%
FA
315
Fagan Associates
New York
$830K +$770K +25,540 New
FAAS
316
First Allied Advisory Services
California
$821K -$181K -5,999 -19%
SMDAM
317
Sumitomo Mitsui DS Asset Management
Japan
$816K +$12.1K +400 +2%
HSA
318
Hussman Strategic Advisors
Maryland
$812K +$753K +25,000 New
O
319
OppenheimerFunds
New York
$771K +$6.15K +204 +0.9%
LPL Financial
320
LPL Financial
California
$737K -$639K -21,217 -48%
SIM
321
Sentry Investment Management
Wisconsin
$735K
LTFS
322
Ladenburg Thalmann Financial Services
Florida
$727K -$1.33M -44,207 -66%
PAM
323
Paradigm Asset Management
New York
$713K +$202K +6,700 +44%
PI
324
PEAK6 Investments
Illinois
$711K +$659K +21,884 New
Caisse de Depot et Placement du Quebec (CDPQ)
325
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$680K -$108K -3,600 -15%

MOS Hedge Fund Activity: Q3 2018 in Review

544 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2018, worth a combined $9.66B — up 15% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MOS positions and 58 closed out — a net gain of 15 holders — while 196 added to existing stakes and 199 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $84M. The largest seller was Ameriprise, cutting an estimated $152M.

  • 544 institutional investors held The Mosaic Company (MOS) as of Q3 2018, up from 537 in Q2 2018.
  • Funds reported $9.66B of The Mosaic Company stock for Q3 2018, up 15% quarter-over-quarter.
  • 73 funds opened new The Mosaic Company positions in Q3 2018 and 58 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q3 2018 was Fidelity Investments, an estimated $84M added.
  • The largest The Mosaic Company seller in Q3 2018 was Ameriprise, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2018.