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The Mosaic Company

445 hedge funds and large institutions have $5.98B invested in The Mosaic Company in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $83.1M

1.58% less ownership

Funds ownership: 77.21%75.63% (-1.6%)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

12% less funds holding

Funds holding: 503445 (-58)

20% less capital invested

Capital invested by funds: $7.45B → $5.98B (-$1.47B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

59% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 94

Holders
445
Holders Change
-58
Holders Change %
-11.53%
% of All Funds
9.76%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
39
Increased
158
Reduced
178
Closed
94
Calls
$80.4M
Puts
$83.1M
Net Calls
-$2.68M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BSPF
351
British Steel Pension Fund
United Kingdom
$69K -$51.2K -2,353 -41%
LS
352
Livforsakringsbolaget Skandia
Sweden
$67K
FMLI
353
Fukoku Mutual Life Insurance
Japan
$66K
WTC
354
WhitTier Trust Company
Nevada
$62K +$56.4K +2,589 +567%
SIAP
355
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$62K +$65.3K +3,000 New
PCTC
356
Perkins Coie Trust Company
Washington
$45K
RA
357
Rational Advisors
New York
$42K +$31.5K +1,448 +245%
AIC
358
Ayalon Insurance Company
Israel
$40K
NIM
359
NuWave Investment Management
New Jersey
$39K +$31.5K +1,448 +245%
WT
360
Whittier Trust
California
$38K
FCA
361
FinTrust Capital Advisors
South Carolina
$35K -$17.2K -790 -32%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$34K -$28.6K -1,314 -44%
GWM
363
Geneos Wealth Management
Colorado
$34K -$806 -37 -2%
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$32K
PCG
365
Private Capital Group
Connecticut
$31K +$17.8K +817 +114%
CAPTRUST Financial Advisors
366
CAPTRUST Financial Advisors
North Carolina
$29K
SGAM
367
Smith Group Asset Management
Texas
$29K +$31.1K +1,427 New
APA
368
American Portfolios Advisors
New York
$27.9K -$5.79K -266 -16%
AA
369
AlphaMark Advisors
Kentucky
$26K
SCA
370
Stonebridge Capital Advisors
Minnesota
$26K
PFO
371
Pathstone Family Office
New Jersey
$25K
AIM
372
Advantage Investment Management
Iowa
$22K +$2.92K +134 +14%
Credit Agricole
373
Credit Agricole
France
$21K
GLI
374
Guardian Life Insurance
New York
$21K +$152 +7 +0.7%
IA
375
IFP Advisors
Florida
$21K +$23.5K +1,080 New

MOS Hedge Fund Activity: Q3 2019 in Review

445 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2019, worth a combined $5.98B — down 20% from $7.45B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of MOS and 39 opened new positions — a net loss of 55 holders — while 178 trimmed existing stakes and 158 added.

The largest buyer was Ameriprise, adding an estimated $96.6M. The largest seller was Ninety One (UK), exiting entirely with an estimated $124M sold.

  • 445 institutional investors held The Mosaic Company (MOS) as of Q3 2019, down from 503 in Q2 2019.
  • Funds reported $5.98B of The Mosaic Company stock for Q3 2019, down 20% quarter-over-quarter.
  • 39 funds opened new The Mosaic Company positions in Q3 2019 and 94 closed out, a net change of -55 holders.
  • The largest The Mosaic Company buyer in Q3 2019 was Ameriprise, an estimated $96.6M added.
  • The largest The Mosaic Company seller in Q3 2019 was Ninety One (UK), an estimated $124M sold.

Based on aggregated 13F filings for Q3 2019.