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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
SCA
326
Sippican Capital Advisors
Massachusetts
$569K +$617K +23,454 New
LIA
327
LS Investment Advisors
Michigan
$568K +$188K +7,133 +44%
FCM
328
Flinton Capital Management
Pennsylvania
$559K -$9.57K -364 -2%
CCM
329
Cadence Capital Management
Massachusetts
$558K -$700K -26,627 -54%
UCFA
330
United Capital Financial Advisors
Texas
$550K -$5.59M -212,536 -90%
TWI
331
Thomas White International
Illinois
$548K -$10.6K -402 -2%
Simplex Trading
332
Simplex Trading
Illinois
$538K -$486K -18,492 -45%
PA
333
Profund Advisors
Maryland
$532K -$371K -14,113 -39%
SIM
334
Sentry Investment Management
Wisconsin
$525K -$53.5K -2,035 -9%
LSERS
335
Louisiana State Employees Retirement System
Louisiana
$520K +$2.63K +100 +0.5%
AW
336
Alpha Windward
Massachusetts
$519K -$58.4K -2,220 -9%
PAG
337
Private Advisor Group
New Jersey
$508K +$547K +20,810 New
Pacer Advisors
338
Pacer Advisors
Pennsylvania
$494K +$236K +8,978 +79%
MML Investors Services
339
MML Investors Services
Massachusetts
$493K -$165K -6,289 -24%
SAM
340
Shell Asset Management
Netherlands
$488K
CM
341
Columbus Macro
Pennsylvania
$485K -$13K -496 -2%
Parallax Volatility Advisers
342
Parallax Volatility Advisers
California
$484K +$308K +11,722 +143%
RCM
343
Riverhead Capital Management
Delaware
$479K -$21K -798 -4%
SPIA
344
Steward Partners Investment Advisory
New York
$471K -$44.1K -1,675 -8%
Mirae Asset Global Investments
345
Mirae Asset Global Investments
South Korea
$467K +$3.71K +141 +0.7%
AIM
346
Achmea Investment Management
Netherlands
$459K
Public Sector Pension Investment Board (PSP Investments)
347
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$458K
PK
348
Pflug Koory
Nebraska
$455K -$35.5K -1,350 -7%
KRS
349
Kentucky Retirement Systems
Kentucky
$444K -$88.1K -3,351 -15%
CICI
350
Capital Investment Counsel Inc
North Carolina
$440K -$10.5K -400 -2%

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.