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The Mosaic Company

535 hedge funds and large institutions have $7.02B invested in The Mosaic Company in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 166 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 63

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.7M

5% more funds holding

Funds holding: 511535 (+24)

4% less capital invested

Capital invested by funds: $7.28B → $7.02B (-$257M)

5.82% less ownership

Funds ownership: 80.92%75.1% (-5.8%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 197

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
12.26%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
90
Increased
166
Reduced
197
Closed
63
Calls
$115M
Puts
$99.7M
Net Calls
+$15.7M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
451
Whittier Trust
California
$37K -$1.18K -45 -3%
WAM
452
Wealthspire Advisors (Maryland)
Maryland
$37K +$105 +4 +0.3%
TCM
453
Tradewinds Capital Management
Washington
$36K
SGAM
454
Smith Group Asset Management
Texas
$36K +$1.05K +40 +3%
CAGAS
455
Capital Advisory Group Advisory Services
Minnesota
$31K +$34K +1,293 New
JFGIW
456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K -$25.1K -955 -44%
AA
457
AlphaMark Advisors
Kentucky
$30K
TG
458
TLP Group
Illinois
$25K +$26.6K +1,011 New
BCWM
459
Bartlett & Co Wealth Management
Ohio
$24.3K +$26.3K +1,000 New
BWP
460
Baldwin Wealth Partners
Massachusetts
$24K
BC
461
Bartlett & Co
Ohio
$24K
HNB
462
Huntington National Bank
Ohio
$24K +$15.7K +598 +150%
IIC
463
Integrated Investment Consultants
Michigan
$24K +$26.3K +1,000 New
TC
464
Trilogy Capital
California
$24K +$26.5K +1,009 New
AIM
465
Advantage Investment Management
Iowa
$23K
JCM
466
Jacobi Capital Management
Pennsylvania
$23K
CPP
467
Crow Point Partners
Massachusetts
$22K +$24.2K +921 New
GLI
468
Guardian Life Insurance
New York
$20K -$8.68K -330 -29%
FGAM
469
Financial Gravity Asset Management
Texas
$19K +$18.4K +701 New
FGC
470
Financial Gravity Companies
Texas
$19K +$18.4K +701 New
QCG
471
Quadrant Capital Group
Ohio
$18K +$11.9K +454 +106%
AIS
472
AlphaOne Investment Services
Pennsylvania
$18K +$19.1K +728 New
PCG
473
Private Capital Group
Connecticut
$17K +$17.9K +681 New
TCOV
474
Trust Company of Vermont
Vermont
$16K
APA
475
American Portfolios Advisors
New York
$14K

MOS Hedge Fund Activity: Q1 2018 in Review

535 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2018, worth a combined $7.02B — down 3.5% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MOS positions and 63 closed out — a net gain of 27 holders — while 166 added to existing stakes and 197 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $102M. The largest seller was Deutsche Bank, cutting an estimated $63.9M.

  • 535 institutional investors held The Mosaic Company (MOS) as of Q1 2018, up from 511 in Q4 2017.
  • Funds reported $7.02B of The Mosaic Company stock for Q1 2018, down 3.5% quarter-over-quarter.
  • 90 funds opened new The Mosaic Company positions in Q1 2018 and 63 closed out, a net change of +27 holders.
  • The largest The Mosaic Company buyer in Q1 2018 was AllianceBernstein, an estimated $102M added.
  • The largest The Mosaic Company seller in Q1 2018 was Deutsche Bank, an estimated $63.9M sold.

Based on aggregated 13F filings for Q1 2018.