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The Mosaic Company

535 hedge funds and large institutions have $7.02B invested in The Mosaic Company in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 166 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 63

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.7M

5% more funds holding

Funds holding: 511535 (+24)

4% less capital invested

Capital invested by funds: $7.28B → $7.02B (-$257M)

5.82% less ownership

Funds ownership: 80.92%75.1% (-5.8%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 197

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
12.26%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
90
Increased
166
Reduced
197
Closed
63
Calls
$115M
Puts
$99.7M
Net Calls
+$15.7M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
376
Moody National Bank Trust Division
Texas
$318K
UR
377
USCA RIA
Texas
$304K +$45.5K +1,731 +16%
CI
378
Cigna Investments
Connecticut
$298K -$11.3K -430 -3%
GIA
379
Gargoyle Investment Advisor
New Jersey
$292K -$198K -7,530 -38%
TG
380
TCW Group
California
$292K -$198K -7,530 -38%
JIM
381
Jupiter Investment Management
United Kingdom
$291K +$316K +12,000 New
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$288K +$77.1K +2,931 +33%
RIM
383
Regent Investment Management
Kentucky
$288K
Daiwa Securities Group
384
Daiwa Securities Group
Japan
$278K +$16.9K +641 +6%
II
385
IFM Investors
Australia
$277K
ZCA
386
Zeke Capital Advisors
Pennsylvania
$271K +$294K +11,171 New
ECM
387
Element Capital Management
New York
$270K +$293K +11,131 New
CS
388
Comerica Securities
Michigan
$269K +$6.02K +229 +2%
RE
389
RBC Europe
United Kingdom
$269K -$26.3K -1,000 -8%
DWM
390
Dorchester Wealth Management
Quebec, Canada
$268K -$2.63K -100 -0.9%
VIA
391
Vident Investment Advisory
Georgia
$268K +$23K +876 +9%
Nordea Investment Management
392
Nordea Investment Management
Sweden
$267K
RIM
393
Rampart Investment Management
Connecticut
$267K +$176K +6,673 +155%
ASN
394
Advisory Services Network
Georgia
$263K -$48.4K -1,841 -15%
V
395
Veritable
Delaware
$263K +$285K +10,837 New
QSS
396
Quantitative Systematic Strategies
Florida
$259K +$280K +10,662 New
GCP
397
GSA Capital Partners
United Kingdom
$258K +$279K +10,623 New
WAS
398
Winch Advisory Services
Wisconsin
$256K +$278K +10,562 New
Macquarie Group
399
Macquarie Group
Australia
$255K -$28.9K -1,100 -9%
SSA
400
Schonfeld Strategic Advisors
New York
$251K -$5.4M -205,168 -95%

MOS Hedge Fund Activity: Q1 2018 in Review

535 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2018, worth a combined $7.02B — down 3.5% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MOS positions and 63 closed out — a net gain of 27 holders — while 166 added to existing stakes and 197 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $102M. The largest seller was Deutsche Bank, cutting an estimated $63.9M.

  • 535 institutional investors held The Mosaic Company (MOS) as of Q1 2018, up from 511 in Q4 2017.
  • Funds reported $7.02B of The Mosaic Company stock for Q1 2018, down 3.5% quarter-over-quarter.
  • 90 funds opened new The Mosaic Company positions in Q1 2018 and 63 closed out, a net change of +27 holders.
  • The largest The Mosaic Company buyer in Q1 2018 was AllianceBernstein, an estimated $102M added.
  • The largest The Mosaic Company seller in Q1 2018 was Deutsche Bank, an estimated $63.9M sold.

Based on aggregated 13F filings for Q1 2018.