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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
N
401
Nuveen
North Carolina
$270K
FSA
402
Financial Sense Advisors
California
$260K -$12.1K -400 -5%
SPC
403
Sigma Planning Corp
Michigan
$257K +$20.3K +674 +9%
EMG
404
Ellington Management Group
Connecticut
$257K +$238K +7,900 New
DWM
405
Dorchester Wealth Management
Quebec, Canada
$255K -$45.2K -1,500 -16%
VCM
406
Violich Capital Management
California
$244K
KFA
407
Kelleher Financial Advisors
New York
$238K -$64.8K -2,150 -23%
MNBTD
408
Moody National Bank Trust Division
Texas
$237K -$175K -5,815 -44%
Cambridge Investment Research Advisors
409
Cambridge Investment Research Advisors
Iowa
$237K +$219K +7,282 New
CAM
410
Cypress Asset Management
Texas
$234K -$3.89K -129 -2%
LWAC
411
Laurel Wealth Advisors (California)
California
$234K +$218K +7,229 New
BTS
412
BB&T Securities
Virginia
$227K -$8.22K -273 -4%
PCM
413
Prelude Capital Management
New York
$227K +$210K +6,984 New
FA
414
FDx Advisors
Illinois
$227K +$211K +6,993 New
CCA
415
Cobblestone Capital Advisors
New York
$224K +$208K +6,900 New
VAM
416
Visionary Asset Management
Texas
$223K +$207K +6,868 New
KRSITF
417
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$218K +$202K +6,699 New
AIP
418
Ameritas Investment Partners
Nebraska
$217K
SC
419
Schulhoff & Co
Ohio
$215K +$200K +6,625 New
WSTAM
420
Wilbanks Smith & Thomas Asset Management
Virginia
$214K +$199K +6,590 New
RIM
421
Redpoint Investment Management
Australia
$213K +$198K +6,560 New
DCM
422
Dupont Capital Management
Delaware
$212K
CB
423
Commerce Bank
Missouri
$212K +$197K +6,530 New
CCFCSB
424
Cape Cod Five Cents Savings Bank
Massachusetts
$211K +$196K +6,500 New
CI
425
Conning Inc
Connecticut
$208K +$193K +6,390 New

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.