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The Mosaic Company

544 hedge funds and large institutions have $9.66B invested in The Mosaic Company in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 196 increasing their positions, 199 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

15% more capital invested

Capital invested by funds: $8.4B → $9.66B (+$1.26B)

15% more call options, than puts

Call options by funds: $137M | Put options by funds: $120M

1% more funds holding

Funds holding: 537544 (+7)

0.58% less ownership

Funds ownership: 77.76%77.18% (-0.58%)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 199

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
12.44%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
73
Increased
196
Reduced
199
Closed
58
Calls
$137M
Puts
$120M
Net Calls
+$17.5M
Net Calls Change
+$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Aevitas Wealth Management
Massachusetts
$56K
TCM
452
Tradewinds Capital Management
Washington
$54K +$4.52K +150 +10%
CAW
453
Cornerstone Advisors (Washington)
Washington
$53K +$452 +15 +0.9%
WAM
454
Wealthspire Advisors (Maryland)
Maryland
$53K +$2.86K +95 +6%
SWM
455
SeaCrest Wealth Management
New York
$50K -$30.1K -1,000 -39%
CAGAS
456
Capital Advisory Group Advisory Services
Minnesota
$47K +$4.52K +150 +12%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$45K -$1.78K -59 -4%
AA
458
AlphaMark Advisors
Kentucky
$41K
BFEC
459
Benjamin F. Edwards & Company
Missouri
$40K -$14K -466 -28%
WT
460
Whittier Trust
California
$40K +$2.65K +88 +8%
HCM
461
Highlander Capital Management
New Jersey
$39K +$36.2K +1,200 New
APP
462
Avantax Planning Partners
Iowa
$36K +$33.5K +1,111 New
ASN
463
Advisory Services Network
Georgia
$34K -$3.25K -108 -9%
CHP
464
Cable Hill Partners
Oregon
$34K +$30.1K +1,000 New
Capstone Investment Advisors
465
Capstone Investment Advisors
New York
$34K +$31.4K +1,043 New
TC
466
Trilogy Capital
California
$33K +$30 +1 +0.1%
GLI
467
Guardian Life Insurance
New York
$33K +$1.02K +34 +3%
AIL
468
AGF Investments LLC
Ontario, Canada
$33K +$30.6K +1,014 New
BCWM
469
Bartlett & Co Wealth Management
Ohio
$32.5K
BC
470
Bartlett & Co
Ohio
$32K
SLF
471
Sun Life Financial
Ontario, Canada
$32K +$934 +31 +3%
Credit Agricole
472
Credit Agricole
France
$32K +$30.1K +1,000 New
AIM
473
Advantage Investment Management
Iowa
$31K
JCM
474
Jacobi Capital Management
Pennsylvania
$31K
KA
475
Kaizen Advisory
Illinois
$26K

MOS Hedge Fund Activity: Q3 2018 in Review

544 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2018, worth a combined $9.66B — up 15% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MOS positions and 58 closed out — a net gain of 15 holders — while 196 added to existing stakes and 199 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $84M. The largest seller was Ameriprise, cutting an estimated $152M.

  • 544 institutional investors held The Mosaic Company (MOS) as of Q3 2018, up from 537 in Q2 2018.
  • Funds reported $9.66B of The Mosaic Company stock for Q3 2018, up 15% quarter-over-quarter.
  • 73 funds opened new The Mosaic Company positions in Q3 2018 and 58 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q3 2018 was Fidelity Investments, an estimated $84M added.
  • The largest The Mosaic Company seller in Q3 2018 was Ameriprise, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2018.