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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
ECM
401
Everence Capital Management
Indiana
$249K
SIA
402
Sit Investment Associates
Minnesota
$249K
ATC
403
Argent Trust Co
Tennessee
$245K +$266K +10,100 New
State of New Jersey Common Pension Fund D
404
State of New Jersey Common Pension Fund D
New Jersey
$243K
APP
405
Avantax Planning Partners
Iowa
$238K -$19.2K -731 -7%
AG
406
Advisor Group
Arizona
$236K +$18.7K +710 +8%
CWM
407
Cedar Wealth Management
California
$235K +$114K +4,325 +81%
II
408
Inspire Investing
Idaho
$234K +$65.4K +2,486 +35%
Creative Planning
409
Creative Planning
Kansas
$232K -$29.7K -1,129 -11%
RS
410
Robeco Schweiz
Switzerland
$230K
KFA
411
Kelleher Financial Advisors
New York
$230K +$34.6K +1,316 +16%
William Blair & Company
412
William Blair & Company
Illinois
$228K -$8.05K -306 -3%
HL
413
HeadInvest LLC
Maine
$226K -$1.97K -75 -0.8%
CC
414
ClearArc Capital
Ohio
$218K +$894 +34 +0.4%
UB
415
UMB Bank
Missouri
$211K
BCA
416
Berman Capital Advisors
Georgia
$209K +$234K +8,893 New
KI
417
Koch Industries
Kansas
$207K +$224K +8,509 New
N
418
Nuveen
North Carolina
$202K +$219K +8,307 New
TRCT
419
Tower Research Capital (TRC)
New York
$198K +$214K +8,127 +24,627%
RFC
420
Regions Financial Corp
Alabama
$195K -$502K -19,078 -70%
C
421
Cerebellum
California
$195K +$78.8K +2,994 +59%
EOJOAM
422
E. Ohman J:or Asset Management
Sweden
$192K
FNB
423
Farmers National Bank
Kentucky
$191K -$77.7K -2,953 -27%
QI
424
QS Investors
New York
$185K
AIP
425
Ameritas Investment Partners
Nebraska
$184K

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.