We are live on ! Find out more
MOS icon

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
KRS
351
Kentucky Retirement Systems
Kentucky
$490K +$6.33K +210 +1%
Thrivent Financial for Lutherans
352
Thrivent Financial for Lutherans
Minnesota
$489K +$10K +333 +2%
NCM
353
Northwest Capital Management
Oregon
$487K +$452K +15,000 New
LFAS
354
Level Four Advisory Services
Texas
$484K +$452 +15 +0.1%
AF
355
Advisornet Financial
Minnesota
$477K -$42.8K -1,419 -9%
UR
356
USCA RIA
Texas
$471K +$39.7K +1,319 +10%
FCCM
357
First City Capital Management
Georgia
$466K -$87.4K -2,900 -17%
LMGAM
358
Liberty Mutual Group Asset Management
Massachusetts
$455K
CIBC Private Wealth Group
359
CIBC Private Wealth Group
Georgia
$444K +$30 +1 +0%
CM
360
Caption Management
Oklahoma
$442K -$946K -31,400 -70%
CCM
361
Cadence Capital Management
Massachusetts
$440K -$284K -9,438 -41%
QSS
362
Quantitative Systematic Strategies
Florida
$437K +$405K +13,454 New
CIM
363
Contravisory Investment Management
Massachusetts
$435K +$1.54K +51 +0.4%
TCM
364
Teza Capital Management
Illinois
$434K -$540K -17,931 -57%
JMPWA
365
JP Morgan Private Wealth Advisors
California
$417K +$1.08K +36 +0.3%
CMBA
366
C.M. Bidwell & Associates
Hawaii
$401K +$68.8K +2,285 +23%
PP
367
Paloma Partners
Connecticut
$393K -$178K -5,900 -33%
RIM
368
Regent Investment Management
Kentucky
$391K
ERSOT
369
Employees Retirement System of Texas
Texas
$390K -$60.3K -2,000 -14%
EOJOAM
370
E. Ohman J:or Asset Management
Sweden
$387K +$45.2K +1,500 +14%
QI
371
QS Investors
New York
$371K
DP
372
DSAM Partners
United Kingdom
$364K +$337K +11,198 New
SIA
373
Sit Investment Associates
Minnesota
$361K +$26.4K +875 +9%
Commonwealth Equity Services
374
Commonwealth Equity Services
Massachusetts
$360K -$116K -3,834 -26%
AFP
375
Ausdal Financial Partners
Iowa
$351K +$93.4K +3,100 +40%

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.