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The Mosaic Company

475 hedge funds and large institutions have $5.81B invested in The Mosaic Company in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 160

0.29% less ownership

Funds ownership: 77.13%76.84% (-0.29%)

8% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 49

2% less funds holding

Funds holding: 486475 (-11)

6% less capital invested

Capital invested by funds: $6.18B → $5.81B (-$369M)

33% less call options, than puts

Call options by funds: $105M | Put options by funds: $157M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
475
Holders Change
-11
Holders Change %
-2.26%
% of All Funds
11.84%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.12%
New
45
Increased
197
Reduced
160
Closed
49
Calls
$105M
Puts
$157M
Net Calls
-$52.4M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
451
Sandy Spring Bank
Maryland
$5K
TC
452
Trust Company
Kansas
$5K
ClearBridge Investments
453
ClearBridge Investments
New York
$4K
BTIS
454
BB&T Investment Services
North Carolina
$4K +$4.33K +200 New
Walleye Trading
455
Walleye Trading
New York
$3.47K +$2.43M +111,992 +230%
PMFA
456
Plante Moran Financial Advisors
Michigan
$3K
GRP
457
Global Retirement Partners
California
$3K +$2.32K +107 +261%
VFA
458
Valeo Financial Advisors
Indiana
$3K +$2.92K +135 New
WAP
459
Wealthcare Advisory Partners
Pennsylvania
$3K +$3.03K +140 New
ZB
460
Zions Bancorporation
Utah
$3K +$3.23K +149 New
GWA
461
Guidant Wealth Advisors
Illinois
$2K
OC
462
Oakworth Capital
Alabama
$2K
PG
463
Patten Group
Tennessee
$2K
TF
464
Tompkins Financial
New York
$2K
CFA
465
Carroll Financial Associates
North Carolina
$2K +$2.12K +98 +4,900%
WFI
466
West Family Investments
California
$1.83K +$1.84M +85,000 New
SWA
467
Sutton Wealth Advisors
Florida
$1.66K -$282 -13 -14%
PWM
468
Perigon Wealth Management
California
$1K -$302K -13,953 -100%
CTC
469
Central Trust Company
Missouri
$1K -$60.1K -2,777 -98%
PSC
470
Prentiss Smith & Co
Vermont
$1K +$22 +1 +3%
RCIM
471
Russell Clark Investment Management
United Kingdom
-$11.4M -500,000 Closed
KLC
472
Knowledge Leaders Capital
Colorado
-$4.07M -178,372 Closed
SCM
473
Stuyvesant Capital Management
New York
-$2.56M -111,950 Closed
OSAM
474
O'Shaughnessy Asset Management
Connecticut
-$2.42M -105,994 Closed
ECM
475
Evergreen Capital Management
Washington
-$2.12M -92,658 Closed

MOS Hedge Fund Activity: Q3 2017 in Review

475 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2017, worth a combined $5.81B — down 6% from $6.18B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MOS and 45 opened new positions — a net loss of 4 holders — while 160 trimmed existing stakes and 197 added.

The largest buyer was Citadel Advisors, adding an estimated $38.4M. The largest seller was Citigroup, cutting an estimated $101M.

  • 475 institutional investors held The Mosaic Company (MOS) as of Q3 2017, down from 486 in Q2 2017.
  • Funds reported $5.81B of The Mosaic Company stock for Q3 2017, down 6% quarter-over-quarter.
  • 45 funds opened new The Mosaic Company positions in Q3 2017 and 49 closed out, a net change of -4 holders.
  • The largest The Mosaic Company buyer in Q3 2017 was Citadel Advisors, an estimated $38.4M added.
  • The largest The Mosaic Company seller in Q3 2017 was Citigroup, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2017.