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The Mosaic Company

510 hedge funds and large institutions have $8.23B invested in The Mosaic Company in 2016 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 228 increasing their positions, 158 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 158

1% more capital invested

Capital invested by funds: $8.12B → $8.23B (+$103M)

0.01% more ownership

Funds ownership: 87.86%87.86% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less funds holding

Funds holding: 521510 (-11)

10% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 67

22% less call options, than puts

Call options by funds: $86.7M | Put options by funds: $112M

Holders
510
Holders Change
-11
Holders Change %
-2.11%
% of All Funds
13.59%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
60
Increased
228
Reduced
158
Closed
67
Calls
$86.7M
Puts
$112M
Net Calls
-$24.9M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
351
LPL Financial
California
$433K +$15.1K +580 +4%
KRSITF
352
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$431K +$88.5K +3,391 +27%
CIM
353
CenturyLink Investment Management
Colorado
$421K -$15.7K -603 -4%
EA
354
Euclid Advisors
Connecticut
$420K +$406K +15,540 New
D.E. Shaw & Co
355
D.E. Shaw & Co
New York
$417K -$11.5M -440,165 -97%
FAAS
356
First Allied Advisory Services
California
$417K +$121K +4,637 +43%
QI
357
QS Investors
New York
$414K +$91.4K +3,500 +30%
TIA
358
Trust Investment Advisors
Indiana
$409K +$91.4K +3,500 +30%
ACM
359
Argentus Capital Management
Texas
$400K +$387K +14,808 New
AAM
360
Advisors Asset Management
Colorado
$387K +$34.9K +1,336 +10%
PA
361
Pinnacle Associates
New York
$383K -$16.7K -638 -4%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$381K +$98.9K +3,787 +37%
SDIC
363
South Dakota Investment Council
South Dakota
$378K
AI
364
Atria Investments
North Carolina
$375K +$363K +13,901 New
Daiwa Securities Group
365
Daiwa Securities Group
Japan
$366K -$855K -32,750 -71%
NMIMC
366
Northwestern Mutual Investment Management Company
Wisconsin
$363K +$18.8K +720 +6%
CB
367
Commerce Bank
Missouri
$357K -$12.6K -481 -4%
WJA
368
Williams Jones & Associates
New York
$348K +$336K +12,875 New
MAM
369
Meeder Asset Management
Ohio
$343K +$332K +12,709 New
IFB
370
iAB Financial Bank
Indiana
$342K
AB
371
Amalgamated Bank
New York
$337K +$89.3K +3,421 +38%
TMAM
372
Tokio Marine Asset Management
Japan
$326K +$12.9K +494 +4%
LWAC
373
Laurel Wealth Advisors (California)
California
$324K -$12.8K -492 -4%
HP
374
Hikari Power
Japan
$311K
CONA
375
Capital One National Association
New York
$311K +$13.1K +501 +5%

MOS Hedge Fund Activity: Q1 2016 in Review

510 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2016, worth a combined $8.23B — up 1.3% from $8.12B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of MOS and 60 opened new positions — a net loss of 7 holders — while 158 trimmed existing stakes and 228 added.

The largest buyer was Vanguard Group, adding an estimated $206M. The largest seller was Institutional Capital, cutting an estimated $107M.

  • 510 institutional investors held The Mosaic Company (MOS) as of Q1 2016, down from 521 in Q4 2015.
  • Funds reported $8.23B of The Mosaic Company stock for Q1 2016, up 1.3% quarter-over-quarter.
  • 60 funds opened new The Mosaic Company positions in Q1 2016 and 67 closed out, a net change of -7 holders.
  • The largest The Mosaic Company buyer in Q1 2016 was Vanguard Group, an estimated $206M added.
  • The largest The Mosaic Company seller in Q1 2016 was Institutional Capital, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2016.