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The Mosaic Company

532 hedge funds and large institutions have $8.82B invested in The Mosaic Company in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 217 increasing their positions, 187 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 187

0.7% more ownership

Funds ownership: 83.46%84.16% (+0.7%)

7% less funds holding

Funds holding: 570532 (-38)

22% less call options, than puts

Call options by funds: $104M | Put options by funds: $133M

35% less capital invested

Capital invested by funds: $13.6B → $8.82B (-$4.76B)

36% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 91

53% less funds holding in top 10

Funds holding in top 10: 157 (-8)

Holders
532
Holders Change
-38
Holders Change %
-6.67%
% of All Funds
14.85%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.2%
New
58
Increased
217
Reduced
187
Closed
91
Calls
$104M
Puts
$133M
Net Calls
-$29.6M
Net Calls Change
-$82.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$89.6M +$10.9M +264,449 +10%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$84.7M +$1.25M +30,222 +1%
American Century Companies
28
American Century Companies
Missouri
$81.7M +$18.6M +450,697 +21%
AL
29
AJO LP
Pennsylvania
$81.3M -$2.62M -63,584 -2%
Prudential Financial
30
Prudential Financial
New Jersey
$71.8M -$1.04M -25,280 -1%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$71.1M +$536K +13,001 +0.6%
Boston Partners
32
Boston Partners
Massachusetts
$68.3M +$7.29M +176,728 +9%
SCP
33
SailingStone Capital Partners
Texas
$66.7M -$102M -2,467,920 -53%
ARCT
34
Anne Ray Charitable Trust
Minnesota
$56.8M -$55.1M -1,335,789 -42%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$55.4M -$1.04M -25,109 -1%
EDRAMF
36
Edmond de Rothschild Asset Management (France)
France
$54.9M +$1.87M +45,400 +3%
EDRH
37
Edmond de Rothschild Holding
Switzerland
$54.9M +$1.87M +45,400 +3%
UBS AM
38
UBS AM
Illinois
$48.9M +$4.51M +109,186 +7%
HCM
39
Highbridge Capital Management
New York
$48.3M -$1.46M -35,444 -2%
Ameriprise
40
Ameriprise
Minnesota
$47.4M +$4.92M +119,347 +8%
MACF
41
Margaret A Cargill Foundation
Minnesota
$47.4M -$46M -1,114,211 -42%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$47.3M +$1.65M +39,956 +3%
Legal & General Group
43
Legal & General Group
United Kingdom
$45.9M +$2.03M +49,291 +3%
WA
44
Wasatch Advisors
Utah
$42.5M -$15.6M -378,424 -22%
BlackRock
45
BlackRock
New York
$38.5M -$27.5M -666,220 -35%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$38.4M +$26.4M +638,997 +107%
PPA
47
Parametric Portfolio Associates
Washington
$37.6M +$31.6M +766,121 +173%
AllianceBernstein
48
AllianceBernstein
Tennessee
$36.8M -$11.9M -289,374 -20%
RFC
49
Russell Frank Company
Washington
$36.2M -$18.4M -446,557 -28%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$35.9M +$4.73M +114,527 +11%

MOS Hedge Fund Activity: Q3 2015 in Review

532 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2015, worth a combined $8.82B — down 35% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of MOS and 58 opened new positions — a net loss of 33 holders — while 187 trimmed existing stakes and 217 added.

The largest buyer was Bank of America, adding an estimated $251M. The largest seller was Koch Industries, exiting entirely with an estimated $175M sold.

  • 532 institutional investors held The Mosaic Company (MOS) as of Q3 2015, down from 570 in Q2 2015.
  • Funds reported $8.82B of The Mosaic Company stock for Q3 2015, down 35% quarter-over-quarter.
  • 58 funds opened new The Mosaic Company positions in Q3 2015 and 91 closed out, a net change of -33 holders.
  • The largest The Mosaic Company buyer in Q3 2015 was Bank of America, an estimated $251M added.
  • The largest The Mosaic Company seller in Q3 2015 was Koch Industries, an estimated $175M sold.

Based on aggregated 13F filings for Q3 2015.