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The Mosaic Company

445 hedge funds and large institutions have $5.98B invested in The Mosaic Company in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $83.1M

1.58% less ownership

Funds ownership: 77.21%75.63% (-1.6%)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

12% less funds holding

Funds holding: 503445 (-58)

20% less capital invested

Capital invested by funds: $7.45B → $5.98B (-$1.47B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

59% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 94

Holders
445
Holders Change
-58
Holders Change %
-11.53%
% of All Funds
9.76%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
39
Increased
158
Reduced
178
Closed
94
Calls
$80.4M
Puts
$83.1M
Net Calls
-$2.68M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KHLMVGHM
426
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.79K
RE
427
RBC Europe
United Kingdom
$1.07K -$11.8K -540 -91%
GWS
428
Glassman Wealth Services
Virginia
$1K -$980 -45 -49%
TFO
429
Tarbox Family Office
California
$1K -$392 -18 -38%
CI
430
CX Institutional
Indiana
$1K -$327 -15 -19%
HR
431
Howe & Rusling
New York
$1K -$109 -5 -10%
DOA
432
D'Orazio & Associates
Virginia
$1K
FPFS
433
First Personal Financial Services
North Carolina
$1K +$65 +3 +12%
SFS
434
Sowell Financial Services
Arkansas
$1K +$1.31K +60 New
AA
435
Advisory Alpha
Michigan
$772 +$893 +41 New
KHLMTHM
436
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$657
GWAG
437
Garrett Wealth Advisory Group
Texas
$656 +$697 +32 New
GT
438
Glenmede Trust
Pennsylvania
$78 -$131 -6 -0.2%
Ninety One (UK)
439
Ninety One (UK)
United Kingdom
-$124M -4,940,509 Closed
CVA
440
Ceredex Value Advisors
Florida
-$48.1M -1,921,600 Closed
USAA
441
United Services Automobile Association
Texas
-$40.9M -1,632,862 Closed
Marshall Wace
442
Marshall Wace
United Kingdom
-$22.2M -886,438 Closed
WorldQuant Millennium Advisors
443
WorldQuant Millennium Advisors
New York
-$19.3M -770,483 Closed
EP
444
Edgestream Partners
New Jersey
-$17.6M -704,766 Closed
PI
445
Pennant Investors
New Jersey
-$12.7M -585,000 Closed
Arrowstreet Capital
446
Arrowstreet Capital
Massachusetts
-$13.2M -528,668 Closed
SAM
447
Scopus Asset Management
New York
-$12M -479,378 Closed
Franklin Resources
448
Franklin Resources
California
-$10.6M -423,613 Closed
ACPU
449
Arrowgrass Capital Partners (US)
Delaware
-$10M -400,000 Closed
OAM
450
Oxford Asset Management
United Kingdom
-$9.42M -376,328 Closed

MOS Hedge Fund Activity: Q3 2019 in Review

445 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2019, worth a combined $5.98B — down 20% from $7.45B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of MOS and 39 opened new positions — a net loss of 55 holders — while 178 trimmed existing stakes and 158 added.

The largest buyer was Ameriprise, adding an estimated $96.6M. The largest seller was Ninety One (UK), exiting entirely with an estimated $124M sold.

  • 445 institutional investors held The Mosaic Company (MOS) as of Q3 2019, down from 503 in Q2 2019.
  • Funds reported $5.98B of The Mosaic Company stock for Q3 2019, down 20% quarter-over-quarter.
  • 39 funds opened new The Mosaic Company positions in Q3 2019 and 94 closed out, a net change of -55 holders.
  • The largest The Mosaic Company buyer in Q3 2019 was Ameriprise, an estimated $96.6M added.
  • The largest The Mosaic Company seller in Q3 2019 was Ninety One (UK), an estimated $124M sold.

Based on aggregated 13F filings for Q3 2019.