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The Mosaic Company

521 hedge funds and large institutions have $8.12B invested in The Mosaic Company in 2015 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 211 increasing their positions, 177 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $214M | Put options by funds: $121M

19% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 177

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.7% more ownership

Funds ownership: 84.16%87.86% (+3.7%)

9% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 80

2% less funds holding

Funds holding: 532521 (-11)

8% less capital invested

Capital invested by funds: $8.82B → $8.12B (-$694M)

Holders
521
Holders Change
-11
Holders Change %
-2.07%
% of All Funds
13.67%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
73
Increased
211
Reduced
177
Closed
80
Calls
$214M
Puts
$121M
Net Calls
+$93.5M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
426
Seven Eight Capital
New York
$91K -$259K -8,100 -71%
TRCT
427
Tower Research Capital (TRC)
New York
$88K -$9.42K -295 -8%
CLOS
428
Compagnie Lombard Odier SCmA
Switzerland
$83K +$3.83K +120 +4%
ClearBridge Investments
429
ClearBridge Investments
New York
$81K
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$74K +$16.6K +519 +24%
ARMC
431
American Research & Management Company
Massachusetts
$71K -$43.9K -1,375 -35%
EWM
432
Evercore Wealth Management
New York
$69K +$72.7K +2,276 +1,138%
ARMT
433
Amica Retiree Medical Trust
Rhode Island
$67K
FHA
434
First Horizon Advisors
Tennessee
$65K +$75.4K +2,363 New
CLM
435
ClearBridge LLC (Maryland)
Maryland
$64K +$74.1K +2,320 New
PAM
436
PartnerRe Asset Management
Connecticut
$62K -$123K -3,843 -63%
PAIA
437
Park Avenue Institutional Advisers
New York
$60K -$2.23K -70 -3%
MFS
438
MSI Financial Services
Massachusetts
$58K +$49.5K +1,549 +272%
CAW
439
Cornerstone Advisors (Washington)
Washington
$55K -$58.6K -1,834 -48%
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$53K -$401K -12,576 -87%
AFP
441
Ausdal Financial Partners
Iowa
$52K +$60.7K +1,900 New
FNBT
442
FineMark National Bank & Trust
Florida
$46K +$479 +15 +0.9%
CTC
443
Central Trust Company
Missouri
$44K -$12.8K -400 -20%
GLI
444
Guardian Life Insurance
New York
$44K -$12.4K -389 -20%
WT
445
Whittier Trust
California
$41K -$133K -4,169 -74%
KLWA
446
Kelly Lawrence W & Associates
California
$41K
SFPIA
447
Stevens First Principles Investment Advisors
California
$36K -$278K -8,695 -87%
BC
448
Bartlett & Co
Ohio
$36K
FMLI
449
Fukoku Mutual Life Insurance
Japan
$28K
JIC
450
Joel Isaacson & Co
New York
$28K

MOS Hedge Fund Activity: Q4 2015 in Review

521 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2015, worth a combined $8.12B — down 7.9% from $8.82B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of MOS and 73 opened new positions — a net loss of 7 holders — while 177 trimmed existing stakes and 211 added.

The largest buyer was Vanguard Group, adding an estimated $145M. The largest seller was VOYA Investment Management, cutting an estimated $78.3M.

  • 521 institutional investors held The Mosaic Company (MOS) as of Q4 2015, down from 532 in Q3 2015.
  • Funds reported $8.12B of The Mosaic Company stock for Q4 2015, down 7.9% quarter-over-quarter.
  • 73 funds opened new The Mosaic Company positions in Q4 2015 and 80 closed out, a net change of -7 holders.
  • The largest The Mosaic Company buyer in Q4 2015 was Vanguard Group, an estimated $145M added.
  • The largest The Mosaic Company seller in Q4 2015 was VOYA Investment Management, an estimated $78.3M sold.

Based on aggregated 13F filings for Q4 2015.