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The Mosaic Company

532 hedge funds and large institutions have $8.82B invested in The Mosaic Company in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 217 increasing their positions, 187 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 187

0.7% more ownership

Funds ownership: 83.46%84.16% (+0.7%)

7% less funds holding

Funds holding: 570532 (-38)

22% less call options, than puts

Call options by funds: $104M | Put options by funds: $133M

35% less capital invested

Capital invested by funds: $13.6B → $8.82B (-$4.76B)

36% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 91

53% less funds holding in top 10

Funds holding in top 10: 157 (-8)

Holders
532
Holders Change
-38
Holders Change %
-6.67%
% of All Funds
14.85%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.2%
New
58
Increased
217
Reduced
187
Closed
91
Calls
$104M
Puts
$133M
Net Calls
-$29.6M
Net Calls Change
-$82.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
451
Trust Company of Vermont
Vermont
$95K -$3.51K -85 -3%
ClearBridge Investments
452
ClearBridge Investments
New York
$91K +$54.5K +1,320 +83%
CLOS
453
Compagnie Lombard Odier SCmA
Switzerland
$90K -$12.6K -306 -10%
HSA
454
Hussman Strategic Advisors
Maryland
$87K
MI
455
Markston International
New York
$81K
ARMT
456
Amica Retiree Medical Trust
Rhode Island
$75K
MDCM
457
Morgan Dempsey Capital Management
Wisconsin
$70K -$22.9K -555 -20%
PAIA
458
Park Avenue Institutional Advisers
New York
$70K +$5.98K +145 +7%
Fifth Third Bancorp
459
Fifth Third Bancorp
Ohio
$67K -$1.86K -45 -2%
CTC
460
Central Trust Company
Missouri
$63K -$16.5K -400 -17%
LFR
461
Lehman Financial Resources
Pennsylvania
$62K
GLI
462
Guardian Life Insurance
New York
$61K +$25.2K +610 +45%
NYLT
463
New York Life Trust
New York
$60K -$15.9K -386 -17%
IC
464
IKOS CIF
Cyprus
$59K +$66K +1,600 New
FNYS
465
First New York Securities
New York
$58.5K +$77.7K +1,882 New
W
466
Wealthfront
California
$55K -$12.2K -296 -14%
BC
467
Brookfield Corp
Ontario, Canada
$54K +$71.4K +1,730 New
FNBT
468
FineMark National Bank & Trust
Florida
$52K +$454 +11 +0.7%
KLWA
469
Kelly Lawrence W & Associates
California
$47K +$61.9K +1,500 New
EWM
470
Edge Wealth Management
New York
$46K
JFA
471
JNBA Financial Advisors
Minnesota
$42K +$12.4K +300 +29%
BC
472
Bartlett & Co
Ohio
$40K
TCM
473
TD Capital Management
Tennessee
$40K
PG
474
Patten Group
Tennessee
$32.1K -$48.2K -1,169 -53%
FMLI
475
Fukoku Mutual Life Insurance
Japan
$31K

MOS Hedge Fund Activity: Q3 2015 in Review

532 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2015, worth a combined $8.82B — down 35% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of MOS and 58 opened new positions — a net loss of 33 holders — while 187 trimmed existing stakes and 217 added.

The largest buyer was Bank of America, adding an estimated $251M. The largest seller was Koch Industries, exiting entirely with an estimated $175M sold.

  • 532 institutional investors held The Mosaic Company (MOS) as of Q3 2015, down from 570 in Q2 2015.
  • Funds reported $8.82B of The Mosaic Company stock for Q3 2015, down 35% quarter-over-quarter.
  • 58 funds opened new The Mosaic Company positions in Q3 2015 and 91 closed out, a net change of -33 holders.
  • The largest The Mosaic Company buyer in Q3 2015 was Bank of America, an estimated $251M added.
  • The largest The Mosaic Company seller in Q3 2015 was Koch Industries, an estimated $175M sold.

Based on aggregated 13F filings for Q3 2015.