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The Mosaic Company

521 hedge funds and large institutions have $8.12B invested in The Mosaic Company in 2015 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 211 increasing their positions, 177 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $214M | Put options by funds: $121M

19% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 177

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.7% more ownership

Funds ownership: 84.16%87.86% (+3.7%)

9% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 80

2% less funds holding

Funds holding: 532521 (-11)

8% less capital invested

Capital invested by funds: $8.82B → $8.12B (-$694M)

Holders
521
Holders Change
-11
Holders Change %
-2.07%
% of All Funds
13.67%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
73
Increased
211
Reduced
177
Closed
80
Calls
$214M
Puts
$121M
Net Calls
+$93.5M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
451
Shinko Asset Management Company
Japan
$27K
WAM
452
Wealthspire Advisors (Maryland)
Maryland
$26K +$30.2K +946 New
MA
453
MCF Advisors
Kentucky
$25K +$28.4K +888 New
WTC
454
WhitTier Trust Company
Nevada
$24K -$115K -3,600 -81%
JFA
455
JNBA Financial Advisors
Minnesota
$23K -$16K -500 -37%
Loomis, Sayles & Company
456
Loomis, Sayles & Company
Massachusetts
$22K +$2.2K +69 +10%
PI
457
PineBridge Investments
New York
$20K +$23.2K +728 New
TCM
458
Tradewinds Capital Management
Washington
$19K +$22.3K +700 New
Truist Financial
459
Truist Financial
North Carolina
$17K
TWA
460
TCI Wealth Advisors
Arizona
$16K +$18K +565 +3,139%
SSB
461
Sandy Spring Bank
Maryland
$14K -$3.51K -110 -18%
NYLT
462
New York Life Trust
New York
$13K -$46.1K -1,445 -75%
SF
463
Synovus Financial
Georgia
$12K
TC
464
Trust Company
Kansas
$11.7K -$7.98K -250 -37%
BAM
465
Bruderman Asset Management
New York
$11K +$128 +4 +1%
KT
466
Kanaly Trust
Texas
$11K +$12.2K +383 New
Manulife (Manufacturers Life Insurance)
467
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.15K -$777K -24,339 -7%
WP
468
WealthPLAN Partners
Nebraska
$9.15K +$31.7K +993 New
EWM
469
Endurance Wealth Management
Rhode Island
$8K -$262K -8,220 -96%
BFEC
470
Benjamin F. Edwards & Company
Missouri
$8K -$16.1K -504 -63%
AIM
471
Advantage Investment Management
Iowa
$8K
FNBSF
472
First National Bank Sioux Falls
South Dakota
$8K
GWS
473
Glassman Wealth Services
Virginia
$8K
PSUF
474
People's United Financial
Connecticut
$8K +$6.19K +194 +183%
AW
475
Alpha Windward
Massachusetts
$7K -$357K -11,189 -98%

MOS Hedge Fund Activity: Q4 2015 in Review

521 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2015, worth a combined $8.12B — down 7.9% from $8.82B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of MOS and 73 opened new positions — a net loss of 7 holders — while 177 trimmed existing stakes and 211 added.

The largest buyer was Vanguard Group, adding an estimated $145M. The largest seller was VOYA Investment Management, cutting an estimated $78.3M.

  • 521 institutional investors held The Mosaic Company (MOS) as of Q4 2015, down from 532 in Q3 2015.
  • Funds reported $8.12B of The Mosaic Company stock for Q4 2015, down 7.9% quarter-over-quarter.
  • 73 funds opened new The Mosaic Company positions in Q4 2015 and 80 closed out, a net change of -7 holders.
  • The largest The Mosaic Company buyer in Q4 2015 was Vanguard Group, an estimated $145M added.
  • The largest The Mosaic Company seller in Q4 2015 was VOYA Investment Management, an estimated $78.3M sold.

Based on aggregated 13F filings for Q4 2015.