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The Mosaic Company

456 hedge funds and large institutions have $4.97B invested in The Mosaic Company in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 144 increasing their positions, 186 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 50

42% more capital invested

Capital invested by funds: $3.49B → $4.97B (+$1.47B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more funds holding

Funds holding: 433456 (+23)

10% less call options, than puts

Call options by funds: $98.6M | Put options by funds: $109M

1.62% less ownership

Funds ownership: 73.71%72.09% (-1.6%)

23% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 186

Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
9.2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
77
Increased
144
Reduced
186
Closed
50
Calls
$98.6M
Puts
$109M
Net Calls
-$10.4M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
426
Global Retirement Partners
California
$3K -$325 -20 -11%
APWA
427
Atlas Private Wealth Advisors
New Jersey
$3K
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$3K +$2.13K +131 +291%
SWA
429
Sutton Wealth Advisors
Florida
$2.52K
HR
430
Howe & Rusling
New York
$2K -$212 -13 -11%
BCA
431
Berman Capital Advisors
Georgia
$2K -$163 -10 -8%
CTB
432
Country Trust Bank
Illinois
$2K
FHA
433
Flagship Harbor Advisors
Massachusetts
$2K
SFSIG
434
San Francisco Sentry Investment Group
California
$2K
ST
435
Smithfield Trust
Pennsylvania
$2K
SIS
436
Sound Income Strategies
Florida
$2K
TWA
437
TCI Wealth Advisors
Arizona
$2K +$521 +32 +43%
WT
438
Whittier Trust
California
$1K -$1.22K -75 -68%
BWM
439
BerganKDV Wealth Management
Minnesota
$1K
CWC
440
Carolinas Wealth Consulting
North Carolina
$1K
DOA
441
D'Orazio & Associates
Virginia
$1K
MA
442
MUFG Americas
New York
$1K
HWM
443
HighMark Wealth Management
Minnesota
$1K +$16 +1 +1%
AA
444
Advisory Alpha
Michigan
$1K +$423 +26 New
RWA
445
Ropes Wealth Advisors
Massachusetts
$1K +$488 +30 New
PFWA
446
Paces Ferry Wealth Advisors
Georgia
$1K +$797 +49 New
RE
447
RBC Europe
United Kingdom
$950
FCA
448
FinTrust Capital Advisors
South Carolina
$94 +$74.1K +4,551 +711%
Connor, Clark & Lunn Investment Management (CC&L)
449
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$4.79M -382,625 Closed
WSC
450
Wellington Shields & Co
New York
-$3.99M -318,600 Closed

MOS Hedge Fund Activity: Q3 2020 in Review

456 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2020, worth a combined $4.97B — up 42% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MOS positions and 50 closed out — a net gain of 27 holders — while 144 added to existing stakes and 186 trimmed.

The largest buyer was King Street Capital Management, opening a new position worth an estimated $45.8M. The largest seller was Vanguard Group, cutting an estimated $81M.

  • 456 institutional investors held The Mosaic Company (MOS) as of Q3 2020, up from 433 in Q2 2020.
  • Funds reported $4.97B of The Mosaic Company stock for Q3 2020, up 42% quarter-over-quarter.
  • 77 funds opened new The Mosaic Company positions in Q3 2020 and 50 closed out, a net change of +27 holders.
  • The largest The Mosaic Company buyer in Q3 2020 was King Street Capital Management, an estimated $45.8M added.
  • The largest The Mosaic Company seller in Q3 2020 was Vanguard Group, an estimated $81M sold.

Based on aggregated 13F filings for Q3 2020.