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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
PFBT
401
Parkside Financial Bank & Trust
Missouri
$5K -$784 -36 -14%
CCM
402
Cribstone Capital Management
Maine
$5K
ED
403
Exane Derivatives
France
$4.51K
EW
404
Evoke Wealth
California
$4.02K +$4.27K +196 New
MAM
405
Meeder Asset Management
Ohio
$4K -$13.9K -638 -79%
RIA
406
Realta Investment Advisors
Delaware
$4K -$1.81K -83 -29%
CTC
407
Central Trust Company
Missouri
$4K
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$4K
HCM
409
Highlander Capital Management
New Jersey
$4K
FRA
410
Front Row Advisors
California
$4K +$2.79K +128 +171%
AIL
411
AGF Investments LLC
Ontario, Canada
$4K +$4.49K +206 New
SFM
412
Systematic Financial Management
New Jersey
$3K -$617K -28,344 -100%
QCG
413
Quadrant Capital Group
Ohio
$2K -$45.9K -2,109 -90%
FHA
414
Flagship Harbor Advisors
Massachusetts
$2K -$13.4K -616 -85%
CTB
415
Country Trust Bank
Illinois
$2K -$2.18K -100 -50%
CFB
416
Cullen/Frost Bankers
Texas
$2K -$479 -22 -19%
NFG
417
Next Financial Group
Texas
$2K -$22 -1 -1%
FANJ
418
Financial Architects (New Jersey)
New Jersey
$2K
HI
419
Hudock Inc
Pennsylvania
$2K
SFSIG
420
San Francisco Sentry Investment Group
California
$2K
SIS
421
Sound Income Strategies
Florida
$2K
TCOV
422
Trust Company of Vermont
Vermont
$2K
VFA
423
Valeo Financial Advisors
Indiana
$2K
BBHC
424
Brown Brothers Harriman & Co
New York
$2K +$457 +21 +24%
CBT
425
Capital Bank & Trust
California
$2K +$1.2K +55 +250%

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.