We are live on ! Find out more
MOS icon

The Mosaic Company

510 hedge funds and large institutions have $8.23B invested in The Mosaic Company in 2016 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 228 increasing their positions, 158 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 158

1% more capital invested

Capital invested by funds: $8.12B → $8.23B (+$103M)

0.01% more ownership

Funds ownership: 87.86%87.86% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less funds holding

Funds holding: 521510 (-11)

10% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 67

22% less call options, than puts

Call options by funds: $86.7M | Put options by funds: $112M

Holders
510
Holders Change
-11
Holders Change %
-2.11%
% of All Funds
13.59%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
60
Increased
228
Reduced
158
Closed
67
Calls
$86.7M
Puts
$112M
Net Calls
-$24.9M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
426
PartnerRe Asset Management
Connecticut
$64K +$2.61K +100 +4%
CAW
427
Cornerstone Advisors (Washington)
Washington
$64K +$9.79K +375 +19%
CLM
428
ClearBridge LLC (Maryland)
Maryland
$63K
PCTC
429
Perkins Coie Trust Company
Washington
$60K +$57.6K +2,205 New
FHA
430
First Horizon Advisors
Tennessee
$57K -$3.68K -141 -6%
PAIA
431
Park Avenue Institutional Advisers
New York
$57K -$1.54K -59 -3%
SGAM
432
Smith Group Asset Management
Texas
$57K +$54.8K +2,100 New
SF
433
Synovus Financial
Georgia
$49K +$36K +1,379 +316%
FNBT
434
FineMark National Bank & Trust
Florida
$46K +$365 +14 +0.8%
CTC
435
Central Trust Company
Missouri
$45K +$835 +32 +2%
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$44K -$7.18K -275 -14%
ClearBridge Investments
437
ClearBridge Investments
New York
$43K -$34.5K -1,320 -45%
CCA
438
Checchi Capital Advisers
California
$42K +$40.7K +1,558 New
MFS
439
MSI Financial Services
Massachusetts
$41K -$15.7K -602 -28%
TCM
440
Tradewinds Capital Management
Washington
$41K +$20.9K +800 +114%
KLWA
441
Kelly Lawrence W & Associates
California
$40K
SLF
442
Sun Life Financial
Ontario, Canada
$37.2K -$133K -5,106 -21%
JFA
443
JNBA Financial Advisors
Minnesota
$36K +$13.1K +500 +60%
BC
444
Bartlett & Co
Ohio
$35K
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
$34K -$36.9K -1,414 -53%
GLI
446
Guardian Life Insurance
New York
$34K -$8.9K -341 -22%
WT
447
Whittier Trust
California
$28K -$11.1K -425 -29%
FMLI
448
Fukoku Mutual Life Insurance
Japan
$27K
JIC
449
Joel Isaacson & Co
New York
$27K
SAMC
450
Shinko Asset Management Company
Japan
$27K

MOS Hedge Fund Activity: Q1 2016 in Review

510 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2016, worth a combined $8.23B — up 1.3% from $8.12B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of MOS and 60 opened new positions — a net loss of 7 holders — while 158 trimmed existing stakes and 228 added.

The largest buyer was Vanguard Group, adding an estimated $206M. The largest seller was Institutional Capital, cutting an estimated $107M.

  • 510 institutional investors held The Mosaic Company (MOS) as of Q1 2016, down from 521 in Q4 2015.
  • Funds reported $8.23B of The Mosaic Company stock for Q1 2016, up 1.3% quarter-over-quarter.
  • 60 funds opened new The Mosaic Company positions in Q1 2016 and 67 closed out, a net change of -7 holders.
  • The largest The Mosaic Company buyer in Q1 2016 was Vanguard Group, an estimated $206M added.
  • The largest The Mosaic Company seller in Q1 2016 was Institutional Capital, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2016.