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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
Federated Hermes
426
Federated Hermes
Pennsylvania
$182K +$60.2K +2,288 +44%
SWP
427
Stratos Wealth Partners
Ohio
$163K -$75.6K -2,873 -30%
YWP
428
YorkBridge Wealth Partners
New York
$150K
DCM
429
Dupont Capital Management
Delaware
$144K +$32.8K +1,246 +27%
TAM
430
Tiverton Asset Management
Delaware
$144K +$49.1K +1,865 +46%
Victory Capital Management
431
Victory Capital Management
Texas
$131K -$3.58K -136 -2%
SAS
432
Stelac Advisory Services
New York
$127K -$125K -4,750 -48%
IA
433
IFP Advisors
Florida
$127K
LS
434
Livforsakringsbolaget Skandia
Sweden
$123K
GT
435
Glenmede Trust
Pennsylvania
$112K
AI
436
ArchPoint Investors
Florida
$109K
PCM
437
Penserra Capital Management
California
$107K +$82K +3,116 +297%
PHK
438
Point72 Hong Kong
Hong Kong
$105K +$114K +4,336 New
CG
439
Cutler Group
California
$88K -$268K -10,200 -74%
SWM
440
SeaCrest Wealth Management
New York
$86K -$15.8K -600 -14%
BFEC
441
Benjamin F. Edwards & Company
Missouri
$84K -$4.1K -156 -4%
Fifth Third Bancorp
442
Fifth Third Bancorp
Ohio
$83K +$64.2K +2,440 +251%
FMLI
443
Fukoku Mutual Life Insurance
Japan
$78K
NSIM
444
North Star Investment Management
Illinois
$73K +$78.9K +3,000 New
ECM
445
Estabrook Capital Management
New York
$72.8K +$65.5K +2,490 +488%
PCTC
446
Perkins Coie Trust Company
Washington
$54K
GWM
447
Geneos Wealth Management
Colorado
$46K -$7.94K -302 -14%
PFGIA
448
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$53 +2 +0.1%
VFA
449
Valeo Financial Advisors
Indiana
$42K +$42.4K +1,610 +1,193%
CAW
450
Cornerstone Advisors (Washington)
Washington
$39K +$19.6K +745 +86%

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.