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The Mosaic Company

510 hedge funds and large institutions have $8.23B invested in The Mosaic Company in 2016 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 228 increasing their positions, 158 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 158

1% more capital invested

Capital invested by funds: $8.12B → $8.23B (+$103M)

0.01% more ownership

Funds ownership: 87.86%87.86% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less funds holding

Funds holding: 521510 (-11)

10% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 67

22% less call options, than puts

Call options by funds: $86.7M | Put options by funds: $112M

Holders
510
Holders Change
-11
Holders Change %
-2.11%
% of All Funds
13.59%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
60
Increased
228
Reduced
158
Closed
67
Calls
$86.7M
Puts
$112M
Net Calls
-$24.9M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
451
MCF Advisors
Kentucky
$24K +$209 +8 +0.9%
WTC
452
WhitTier Trust Company
Nevada
$23K
AIM
453
Acrospire Investment Management
Illinois
$22K +$20.9K +800 New
AIM
454
Anchor Investment Management
South Carolina
$21.6K +$20.9K +800 New
EWM
455
Evercore Wealth Management
New York
$21K -$43.6K -1,669 -67%
DLHL
456
Donald L. Hagan LLC
Florida
$19K +$18.3K +700 New
WAM
457
Wealthspire Advisors (Maryland)
Maryland
$18K -$7.1K -272 -29%
SSB
458
Sandy Spring Bank
Maryland
$14K
ASN
459
Advisory Services Network
Georgia
$12K +$7.07K +271 +154%
TC
460
Trust Company
Kansas
$11K
BAM
461
Bruderman Asset Management
New York
$11K +$78 +3 +0.7%
S
462
SignatureFD
Georgia
$11K +$7.8K +299 +282%
BWA
463
Burt Wealth Advisors
Maryland
$11K +$10.4K +400 New
GWM
464
Gupta Wealth Management
California
$10K +$3.39K +130 +58%
KT
465
Kanaly Trust
Texas
$9K -$1.67K -64 -17%
AIM
466
Advantage Investment Management
Iowa
$8K
FNBSF
467
First National Bank Sioux Falls
South Dakota
$8K
GWS
468
Glassman Wealth Services
Virginia
$8K
PSUF
469
People's United Financial
Connecticut
$8K
AWMS
470
Advocacy Wealth Management Services
Georgia
$8K +$7.83K +300 New
AF
471
Arrow Financial
New York
$8K +$7.83K +300 New
AW
472
Alpha Windward
Massachusetts
$7K
FIB
473
First Interstate Bank
Montana
$6K -$783 -30 -12%
Acadian Asset Management
474
Acadian Asset Management
Massachusetts
$6K +$966 +37 +20%
SWA
475
Sutton Wealth Advisors
Florida
$5.43K +$5.25K +201 New

MOS Hedge Fund Activity: Q1 2016 in Review

510 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2016, worth a combined $8.23B — up 1.3% from $8.12B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of MOS and 60 opened new positions — a net loss of 7 holders — while 158 trimmed existing stakes and 228 added.

The largest buyer was Vanguard Group, adding an estimated $206M. The largest seller was Institutional Capital, cutting an estimated $107M.

  • 510 institutional investors held The Mosaic Company (MOS) as of Q1 2016, down from 521 in Q4 2015.
  • Funds reported $8.23B of The Mosaic Company stock for Q1 2016, up 1.3% quarter-over-quarter.
  • 60 funds opened new The Mosaic Company positions in Q1 2016 and 67 closed out, a net change of -7 holders.
  • The largest The Mosaic Company buyer in Q1 2016 was Vanguard Group, an estimated $206M added.
  • The largest The Mosaic Company seller in Q1 2016 was Institutional Capital, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2016.