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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
HI
426
Horizon Investments
North Carolina
$206K +$191K +6,349 New
AP
427
Advisor Partners
California
$204K +$189K +6,267 New
LC
428
Lourd Capital
California
$204K +$189K +6,282 New
SEC
429
Seven Eight Capital
New York
$202K -$72.3K -2,400 -28%
DCM
430
Dynamic Capital Management
Jersey
$202K +$187K +6,220 New
NFG
431
Nations Financial Group
Iowa
$201K +$187K +6,200 New
GT
432
Glenmede Trust
Pennsylvania
$181K +$55.9K +1,856 +49%
FHB
433
First Hawaiian Bank
Hawaii
$175K +$162K +5,380 New
Victory Capital Management
434
Victory Capital Management
Texas
$171K -$1.11K -37 -0.7%
IA
435
IFP Advisors
Florida
$171K +$11.3K +375 +8%
PCM
436
Penserra Capital Management
California
$163K -$1.92M -63,614 -93%
RCAG
437
Rehmann Capital Advisory Group
Michigan
$154K +$362 +12 +0.3%
RFC
438
Regions Financial Corp
Alabama
$148K -$20.4K -677 -13%
AI
439
ArchPoint Investors
Florida
$146K
IP
440
Intellectus Partners
California
$140K
RIM
441
Rampart Investment Management
Connecticut
$114K +$480K +15,928 +445%
LS
442
Livforsakringsbolaget Skandia
Sweden
$106K -$54.2K -1,800 -36%
NSIM
443
North Star Investment Management
Illinois
$97K
SWP
444
Stratos Wealth Partners
Ohio
$83K +$76.6K +2,541 New
PCTC
445
Perkins Coie Trust Company
Washington
$72K
FIA
446
FNY Investment Advisers
New York
$70K +$20.9K +694 +47%
TFS
447
TrustCore Financial Services
Tennessee
$68K +$62.6K +2,079 +9,900%
APA
448
American Portfolios Advisors
New York
$64.2K +$42.2K +1,400 +243%
GWM
449
Geneos Wealth Management
Colorado
$61K +$5.15K +171 +10%
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$26.8K +889 +99%

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.