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The Mosaic Company

519 hedge funds and large institutions have $7.83B invested in The Mosaic Company in 2016 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 205 increasing their positions, 180 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 180

2.33% more ownership

Funds ownership: 89.38%91.71% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $8.18B → $7.83B (-$350M)

8% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 53

2% less funds holding

Funds holding: 531519 (-12)

28% less call options, than puts

Call options by funds: $145M | Put options by funds: $201M

Holders
519
Holders Change
-12
Holders Change %
-2.26%
% of All Funds
13.85%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
49
Increased
205
Reduced
180
Closed
53
Calls
$145M
Puts
$201M
Net Calls
-$55.2M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
451
Whittier Trust
California
$26K
JIC
452
Joel Isaacson & Co
New York
$24K
SAMC
453
Shinko Asset Management Company
Japan
$24K
FMA
454
FNY Managed Accounts
New York
$22K +$24.5K +900 New
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$22K -$11.6K -425 -32%
MWP
456
MYCIO Wealth Partners
Pennsylvania
$22K +$10.9K +400 +80%
HI
457
Hudock Inc
Pennsylvania
$21K +$19.6K +720 +439%
TCIM
458
TIAA CREF Investment Management
New York
$20.6K +$6.73M +246,752 +42%
WIC
459
Woodmont Investment Counsel
Tennessee
$20K +$21.8K +801 New
FANJ
460
Financial Architects (New Jersey)
New Jersey
$17K -$4.72K -173 -19%
CYG
461
Clean Yield Group
Vermont
$16K
WAM
462
Wealthspire Advisors (Maryland)
Maryland
$15K
JCM
463
Jacobi Capital Management
Pennsylvania
$14K
NFG
464
Next Financial Group
Texas
$14K +$14.5K +530 +1,000%
AIM
465
Anchor Investment Management
South Carolina
$13.5K
CFA
466
Carroll Financial Associates
North Carolina
$13K +$10.9K +400 +274%
SSB
467
Sandy Spring Bank
Maryland
$12K
EWM
468
Evercore Wealth Management
New York
$11K -$2.73K -100 -17%
TC
469
Trust Company
Kansas
$10K
Federated Hermes
470
Federated Hermes
Pennsylvania
$9K -$444K -16,267 -98%
CCM
471
Cribstone Capital Management
Maine
$9K
LYV
472
Live Your Vision
Pennsylvania
$9K +$9.54K +350 New
JFA
473
JNBA Financial Advisors
Minnesota
$7K -$24.7K -905 -75%
KT
474
Kanaly Trust
Texas
$7K -$1.34K -49 -16%
S
475
SignatureFD
Georgia
$7K -$600 -22 -7%

MOS Hedge Fund Activity: Q3 2016 in Review

519 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2016, worth a combined $7.83B — down 4.3% from $8.18B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of MOS and 49 opened new positions — a net loss of 4 holders — while 180 trimmed existing stakes and 205 added.

The largest buyer was Morgan Stanley, adding an estimated $111M. The largest seller was Artisan Partners, cutting an estimated $84.7M.

  • 519 institutional investors held The Mosaic Company (MOS) as of Q3 2016, down from 531 in Q2 2016.
  • Funds reported $7.83B of The Mosaic Company stock for Q3 2016, down 4.3% quarter-over-quarter.
  • 49 funds opened new The Mosaic Company positions in Q3 2016 and 53 closed out, a net change of -4 holders.
  • The largest The Mosaic Company buyer in Q3 2016 was Morgan Stanley, an estimated $111M added.
  • The largest The Mosaic Company seller in Q3 2016 was Artisan Partners, an estimated $84.7M sold.

Based on aggregated 13F filings for Q3 2016.