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The Mosaic Company

570 hedge funds and large institutions have $13.6B invested in The Mosaic Company in 2015 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 236 increasing their positions, 185 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $193M | Put options by funds: $140M

28% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 185

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

24% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 62

2% more funds holding

Funds holding: 560570 (+10)

2% more capital invested

Capital invested by funds: $13.4B → $13.6B (+$224M)

0.23% more ownership

Funds ownership: 83.23%83.46% (+0.23%)

Holders
570
Holders Change
+10
Holders Change %
+1.79%
% of All Funds
15.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
77
Increased
236
Reduced
185
Closed
62
Calls
$193M
Puts
$140M
Net Calls
+$52.6M
Net Calls Change
+$6.39M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
351
NBT Bank
New York
$873K -$10.8K -238 -1%
ITIM
352
Indiana Trust & Investment Management
Indiana
$849K -$309K -6,820 -27%
CPO
353
Cerity Partners OCIO
New York
$845K +$44.2K +975 +6%
Commonwealth Equity Services
354
Commonwealth Equity Services
Massachusetts
$821K -$12.5K -276 -2%
AA
355
ALPS Advisors
Colorado
$811K -$9.3K -205 -1%
MIH
356
Madison Investment Holdings
Wisconsin
$811K
AP
357
AHL Partners
United Kingdom
$810K +$77.8K +1,714 +11%
WRM
358
Westport Resources Management
Connecticut
$796K +$95.3K +2,100 +14%
CIM
359
Calvert Investment Management
Maryland
$796K +$770K +16,982 New
Victory Capital Management
360
Victory Capital Management
Texas
$791K +$768K +16,922 New
LAM
361
Lapides Asset Management
Connecticut
$778K +$22.7K +500 +3%
CB
362
Commerce Bank
Missouri
$777K -$274K -6,033 -27%
MERSOM
363
Municipal Employees' Retirement System of Michigan
Michigan
$767K +$321K +7,080 +76%
APFBOT
364
Amica Pension Fund Board of Trustees
Rhode Island
$761K
SB
365
Suntrust Banks
Georgia
$757K -$435K -9,597 -37%
WBC
366
Westpac Banking Corp
Australia
$753K -$120K -2,652 -14%
JMPWA
367
JP Morgan Private Wealth Advisors
California
$751K +$176K +3,881 +32%
SC
368
Scotia Capital
Ontario, Canada
$746K +$742K +16,344 New
Walleye Trading
369
Walleye Trading
New York
$745K +$274K +6,049 +61%
IRS
370
Invictus RG (Singapore)
Singapore
$741K +$599K +13,207 +506%
NCIM
371
New Century Investment Management
Michigan
$738K -$318 -7 -0%
EAM
372
Eclectica Asset Management
United Kingdom
$738K
AG
373
Algert Global
California
$736K +$713K +15,710 New
LTFS
374
Ladenburg Thalmann Financial Services
Florida
$706K -$71.5K -1,576 -9%
MHIC
375
Marble Harbor Investment Counsel
Massachusetts
$696K

MOS Hedge Fund Activity: Q2 2015 in Review

570 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2015, worth a combined $13.6B — up 1.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MOS positions and 62 closed out — a net gain of 15 holders — while 236 added to existing stakes and 185 trimmed.

The largest buyer was Invesco, adding an estimated $157M. The largest seller was Capital World Investors, exiting entirely with an estimated $918M sold.

  • 570 institutional investors held The Mosaic Company (MOS) as of Q2 2015, up from 560 in Q1 2015.
  • Funds reported $13.6B of The Mosaic Company stock for Q2 2015, up 1.7% quarter-over-quarter.
  • 77 funds opened new The Mosaic Company positions in Q2 2015 and 62 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q2 2015 was Invesco, an estimated $157M added.
  • The largest The Mosaic Company seller in Q2 2015 was Capital World Investors, an estimated $918M sold.

Based on aggregated 13F filings for Q2 2015.