We are live on ! Find out more
MOS icon

The Mosaic Company

521 hedge funds and large institutions have $8.12B invested in The Mosaic Company in 2015 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 211 increasing their positions, 177 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $214M | Put options by funds: $121M

19% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 177

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.7% more ownership

Funds ownership: 84.16%87.86% (+3.7%)

9% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 80

2% less funds holding

Funds holding: 532521 (-11)

8% less capital invested

Capital invested by funds: $8.82B → $8.12B (-$694M)

Holders
521
Holders Change
-11
Holders Change %
-2.07%
% of All Funds
13.67%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
73
Increased
211
Reduced
177
Closed
80
Calls
$214M
Puts
$121M
Net Calls
+$93.5M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$84.3M +$4.58M +143,386 +5%
AllianceBernstein
27
AllianceBernstein
Tennessee
$79.2M +$53.8M +1,686,039 +142%
OSAM
28
O'Shaughnessy Asset Management
Connecticut
$76.4M -$3.61M -112,981 -4%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$61.8M -$1.56M -48,874 -2%
Prudential Financial
30
Prudential Financial
New Jersey
$57.1M -$7.61M -238,420 -10%
EDRH
31
Edmond de Rothschild Holding
Switzerland
$52M +$3.76M +117,630 +7%
EDRAMF
32
Edmond de Rothschild Asset Management (France)
France
$52M +$3.75M +117,460 +7%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$47.1M +$18.9M +591,186 +53%
Ameriprise
34
Ameriprise
Minnesota
$46.9M +$5.68M +177,850 +12%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$45.8M -$5.31M -166,423 -9%
Marshall Wace
36
Marshall Wace
United Kingdom
$44.5M +$51.5M +1,613,517 New
Legal & General Group
37
Legal & General Group
United Kingdom
$43.1M +$2.7M +84,673 +6%
UBS AM
38
UBS AM
Illinois
$40.9M -$2.77M -86,638 -6%
ARCT
39
Anne Ray Charitable Trust
Minnesota
$40.6M -$11.3M -354,393 -19%
BlackRock
40
BlackRock
New York
$39.5M +$6.19M +194,027 +16%
GC
41
Guggenheim Capital
Illinois
$38.7M +$24.4M +762,750 +119%
HCM
42
Highbridge Capital Management
New York
$37.4M -$6.32M -197,989 -13%
Morgan Stanley
43
Morgan Stanley
New York
$37M -$63.4M -1,985,986 -60%
WG
44
Winton Group
United Kingdom
$34.7M +$10.3M +321,393 +34%
American Century Companies
45
American Century Companies
Missouri
$34.4M -$44M -1,379,474 -53%
Allianz Asset Management
46
Allianz Asset Management
Germany
$34.1M +$4.51M +141,416 +13%
MACF
47
Margaret A Cargill Foundation
Minnesota
$33.8M -$9.44M -295,607 -19%
PAMU
48
Pictet Asset Management (UK)
United Kingdom
$33.3M +$19.9M +624,198 +107%
WA
49
Wasatch Advisors
Utah
$33.1M -$5.24M -164,231 -12%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$31.2M -$12.4M -389,162 -26%

MOS Hedge Fund Activity: Q4 2015 in Review

521 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2015, worth a combined $8.12B — down 7.9% from $8.82B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of MOS and 73 opened new positions — a net loss of 7 holders — while 177 trimmed existing stakes and 211 added.

The largest buyer was Vanguard Group, adding an estimated $145M. The largest seller was VOYA Investment Management, cutting an estimated $78.3M.

  • 521 institutional investors held The Mosaic Company (MOS) as of Q4 2015, down from 532 in Q3 2015.
  • Funds reported $8.12B of The Mosaic Company stock for Q4 2015, down 7.9% quarter-over-quarter.
  • 73 funds opened new The Mosaic Company positions in Q4 2015 and 80 closed out, a net change of -7 holders.
  • The largest The Mosaic Company buyer in Q4 2015 was Vanguard Group, an estimated $145M added.
  • The largest The Mosaic Company seller in Q4 2015 was VOYA Investment Management, an estimated $78.3M sold.

Based on aggregated 13F filings for Q4 2015.