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The Mosaic Company

475 hedge funds and large institutions have $5.81B invested in The Mosaic Company in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 160

0.29% less ownership

Funds ownership: 77.13%76.84% (-0.29%)

8% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 49

2% less funds holding

Funds holding: 486475 (-11)

6% less capital invested

Capital invested by funds: $6.18B → $5.81B (-$369M)

33% less call options, than puts

Call options by funds: $105M | Put options by funds: $157M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
475
Holders Change
-11
Holders Change %
-2.26%
% of All Funds
11.84%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.12%
New
45
Increased
197
Reduced
160
Closed
49
Calls
$105M
Puts
$157M
Net Calls
-$52.4M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ANRIA
351
American National Registered Investment Advisor
Texas
$319K -$39.5K -1,825 -11%
OI
352
Oakbrook Investments
Illinois
$318K -$24.9K -1,150 -7%
NIT
353
NumerixS Investment Technologies
British Columbia, Canada
$317K +$56.8K +2,621 +22%
GCA
354
Greenwood Capital Associates
South Carolina
$311K +$108K +4,976 +53%
LMGAM
355
Liberty Mutual Group Asset Management
Massachusetts
$307K -$181K -8,347 -37%
GHCM
356
Glen Harbor Capital Management
California
$304K +$27.4K +1,264 +10%
APP
357
Avantax Planning Partners
Iowa
$303K +$304K +14,015 New
CAG
358
Csenge Advisory Group
Florida
$302K +$303K +13,999 New
YMRC
359
Yorktown Management & Research Company
Virginia
$302K +$303K +14,000 New
FNB
360
Farmers National Bank
Kentucky
$299K -$68.3K -3,156 -19%
ITIM
361
Indiana Trust & Investment Management
Indiana
$298K -$28.6K -1,320 -9%
VIA
362
Vident Investment Advisory
Georgia
$292K -$1.21M -56,014 -81%
CI
363
Cigna Investments
Connecticut
$284K -$3.85K -178 -1%
MNBTD
364
Moody National Bank Trust Division
Texas
$283K -$39.5K -1,825 -12%
FCFC
365
First Commonwealth Financial Corp
Pennsylvania
$282K -$57.9K -2,672 -17%
RIM
366
Regent Investment Management
Kentucky
$277K +$278K +12,846 New
Envestnet Asset Management
367
Envestnet Asset Management
Illinois
$268K -$1.9M -87,512 -88%
EGA
368
E&G Advisors
Texas
$263K
PP
369
Paloma Partners
Connecticut
$259K +$260K +12,000 New
ASN
370
Advisory Services Network
Georgia
$254K +$3.31K +153 +1%
II
371
IFM Investors
Australia
$246K +$6.63K +306 +3%
DWM
372
Dorchester Wealth Management
Quebec, Canada
$243K +$244K +11,250 New
Macquarie Group
373
Macquarie Group
Australia
$242K
IIM
374
Intact Investment Management
Quebec, Canada
$237K -$108K -5,000 -31%
CG
375
Cutler Group
California
$231K +$146K +6,735 +168%

MOS Hedge Fund Activity: Q3 2017 in Review

475 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2017, worth a combined $5.81B — down 6% from $6.18B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MOS and 45 opened new positions — a net loss of 4 holders — while 160 trimmed existing stakes and 197 added.

The largest buyer was Citadel Advisors, adding an estimated $38.4M. The largest seller was Citigroup, cutting an estimated $101M.

  • 475 institutional investors held The Mosaic Company (MOS) as of Q3 2017, down from 486 in Q2 2017.
  • Funds reported $5.81B of The Mosaic Company stock for Q3 2017, down 6% quarter-over-quarter.
  • 45 funds opened new The Mosaic Company positions in Q3 2017 and 49 closed out, a net change of -4 holders.
  • The largest The Mosaic Company buyer in Q3 2017 was Citadel Advisors, an estimated $38.4M added.
  • The largest The Mosaic Company seller in Q3 2017 was Citigroup, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2017.