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The Mosaic Company

570 hedge funds and large institutions have $13.6B invested in The Mosaic Company in 2015 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 236 increasing their positions, 185 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $193M | Put options by funds: $140M

28% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 185

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

24% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 62

2% more funds holding

Funds holding: 560570 (+10)

2% more capital invested

Capital invested by funds: $13.4B → $13.6B (+$224M)

0.23% more ownership

Funds ownership: 83.23%83.46% (+0.23%)

Holders
570
Holders Change
+10
Holders Change %
+1.79%
% of All Funds
15.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
77
Increased
236
Reduced
185
Closed
62
Calls
$193M
Puts
$140M
Net Calls
+$52.6M
Net Calls Change
+$6.39M
Name Holding Trade Value Shares
Change
Change in
Stake
MACF
26
Margaret A Cargill Foundation
Minnesota
$124M -$101M -2,228,422 -46%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$123M +$24.8M +546,479 +26%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$120M -$293K -6,468 -0.3%
Prudential Financial
29
Prudential Financial
New Jersey
$109M +$77.4M +1,706,600 +272%
Artisan Partners
30
Artisan Partners
Wisconsin
$108M +$55.8M +1,228,851 +115%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$107M -$1.52M -33,604 -1%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$103M -$8.42M -185,510 -8%
American Century Companies
33
American Century Companies
Missouri
$102M +$6.6M +145,515 +7%
Boston Partners
34
Boston Partners
Massachusetts
$94.5M +$60.6M +1,335,725 +196%
BlackRock
35
BlackRock
New York
$89.2M +$39.2M +863,620 +83%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$84.7M +$5.34M +117,721 +7%
WA
37
Wasatch Advisors
Utah
$81.7M -$7.36M -162,200 -9%
EDRAMF
38
Edmond de Rothschild Asset Management (France)
France
$80.6M +$78M +1,720,310 New
EDRH
39
Edmond de Rothschild Holding
Switzerland
$80.6M +$78M +1,720,310 New
RFC
40
Russell Frank Company
Washington
$75.5M +$9.22M +203,303 +14%
HCM
41
Highbridge Capital Management
New York
$74.4M +$52.1M +1,148,813 +261%
LSV Asset Management
42
LSV Asset Management
Illinois
$74M +$71.4M +1,574,868 +37,497%
Citadel Advisors
43
Citadel Advisors
Florida
$71.6M +$34.5M +760,695 +99%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$69.4M +$11.2M +246,483 +20%
Millennium Management
45
Millennium Management
New York
$69.2M +$64.1M +1,412,315 +2,155%
AllianceBernstein
46
AllianceBernstein
Tennessee
$69M -$2.09M -46,172 -3%
UBS AM
47
UBS AM
Illinois
$68.5M +$5.07M +111,790 +8%
Legal & General Group
48
Legal & General Group
United Kingdom
$66.8M +$4M +88,258 +7%
Ameriprise
49
Ameriprise
Minnesota
$65.8M +$45.1M +994,418 +243%
VanEck Associates
50
VanEck Associates
New York
$62.1M +$4.35M +95,991 +8%

MOS Hedge Fund Activity: Q2 2015 in Review

570 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2015, worth a combined $13.6B — up 1.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MOS positions and 62 closed out — a net gain of 15 holders — while 236 added to existing stakes and 185 trimmed.

The largest buyer was Invesco, adding an estimated $157M. The largest seller was Capital World Investors, exiting entirely with an estimated $918M sold.

  • 570 institutional investors held The Mosaic Company (MOS) as of Q2 2015, up from 560 in Q1 2015.
  • Funds reported $13.6B of The Mosaic Company stock for Q2 2015, up 1.7% quarter-over-quarter.
  • 77 funds opened new The Mosaic Company positions in Q2 2015 and 62 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q2 2015 was Invesco, an estimated $157M added.
  • The largest The Mosaic Company seller in Q2 2015 was Capital World Investors, an estimated $918M sold.

Based on aggregated 13F filings for Q2 2015.