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The Mosaic Company

586 hedge funds and large institutions have $8.74B invested in The Mosaic Company in 2018 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 179 increasing their positions, 219 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 76

13% more call options, than puts

Call options by funds: $150M | Put options by funds: $133M

8% more funds holding

Funds holding: 544586 (+42)

1.34% more ownership

Funds ownership: 77.18%78.52% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

10% less capital invested

Capital invested by funds: $9.66B → $8.74B (-$919M)

18% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 219

Holders
586
Holders Change
+42
Holders Change %
+7.72%
% of All Funds
13.06%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
124
Increased
179
Reduced
219
Closed
76
Calls
$150M
Puts
$133M
Net Calls
+$17.9M
Net Calls Change
+$341K
Name Holding Trade Value Shares
Change
Change in
Stake
QSS
426
Quantitative Systematic Strategies
Florida
$298K -$107K -3,266 -24%
ATC
427
Argent Trust Co
Tennessee
$295K
HT
428
HAP Trading
New York
$293K +$330K +10,031 New
State of New Jersey Common Pension Fund D
429
State of New Jersey Common Pension Fund D
New Jersey
$292K
EOJOAM
430
E. Ohman J:or Asset Management
Sweden
$289K -$65.8K -2,000 -17%
MERSOM
431
Municipal Employees' Retirement System of Michigan
Michigan
$278K +$313K +9,520 New
FRM
432
Fox Run Management
Connecticut
$277K -$331K -10,069 -51%
JMPWA
433
JP Morgan Private Wealth Advisors
California
$270K -$119K -3,609 -28%
Macquarie Group
434
Macquarie Group
Australia
$269K -$19.7K -600 -6%
Man Group
435
Man Group
United Kingdom
$268K +$301K +9,158 New
ACA
436
Atlas Capital Advisors
Wyoming
$268K +$302K +9,167 New
Creative Planning
437
Creative Planning
Kansas
$265K -$10.1K -306 -3%
UCFA
438
United Capital Financial Advisors
Texas
$261K -$258K -7,845 -47%
II
439
Inspire Investing
Idaho
$260K -$9.35K -284 -3%
RE
440
RBC Europe
United Kingdom
$259K
Mackenzie Financial
441
Mackenzie Financial
Ontario, Canada
$256K +$288K +8,763 New
SPC
442
Sigma Planning Corp
Michigan
$252K +$23.9K +725 +9%
AF
443
Advisornet Financial
Minnesota
$249K -$202K -6,151 -42%
N
444
Nuveen
North Carolina
$248K +$6.19K +188 +2%
ASN
445
Advisory Services Network
Georgia
$242K +$238K +7,240 +690%
APP
446
Avantax Planning Partners
Iowa
$241K +$235K +7,153 +644%
EPA
447
Element Pointe Advisors
Florida
$233K +$262K +7,970 New
Cambridge Investment Research Advisors
448
Cambridge Investment Research Advisors
Iowa
$232K +$21.4K +649 +9%
ECM
449
ETrade Capital Management
Virginia
$231K +$260K +7,894 New
ONB
450
Old National Bancorp
Indiana
$231K +$260K +7,897 New

MOS Hedge Fund Activity: Q4 2018 in Review

586 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2018, worth a combined $8.74B — down 9.5% from $9.66B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new MOS positions and 76 closed out — a net gain of 48 holders — while 179 added to existing stakes and 219 trimmed.

The largest buyer was Boston Partners, adding an estimated $158M. The largest seller was Fidelity International, cutting an estimated $98.4M.

  • 586 institutional investors held The Mosaic Company (MOS) as of Q4 2018, up from 544 in Q3 2018.
  • Funds reported $8.74B of The Mosaic Company stock for Q4 2018, down 9.5% quarter-over-quarter.
  • 124 funds opened new The Mosaic Company positions in Q4 2018 and 76 closed out, a net change of +48 holders.
  • The largest The Mosaic Company buyer in Q4 2018 was Boston Partners, an estimated $158M added.
  • The largest The Mosaic Company seller in Q4 2018 was Fidelity International, an estimated $98.4M sold.

Based on aggregated 13F filings for Q4 2018.