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The Mosaic Company

541 hedge funds and large institutions have $8.4B invested in The Mosaic Company in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 55

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% more funds holding

Funds holding: 529541 (+12)

5% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 203

5.59% less ownership

Funds ownership: 87.79%82.2% (-5.6%)

7% less capital invested

Capital invested by funds: $9.02B → $8.4B (-$619M)

20% less call options, than puts

Call options by funds: $198M | Put options by funds: $248M

Holders
541
Holders Change
+12
Holders Change %
+2.27%
% of All Funds
13.47%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.32%
New
76
Increased
193
Reduced
203
Closed
55
Calls
$198M
Puts
$248M
Net Calls
-$50.1M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$50.1M -$53.8M -1,742,896 -50%
AA
27
ALPS Advisors
Colorado
$47.1M +$12.6M +409,249 +34%
Charles Schwab
28
Charles Schwab
California
$39.4M +$2.2M +71,401 +6%
MWA
29
Marshall Wace Asia
Hong Kong
$36.3M +$38.6M +1,251,722 New
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$36.3M -$118K -3,820 -0.3%
BCM
31
Becker Capital Management
Oregon
$35.1M -$355K -11,490 -0.9%
Citigroup
32
Citigroup
New York
$34.6M +$34M +1,100,722 +1,319%
Swiss National Bank
33
Swiss National Bank
Switzerland
$34.4M +$7.96M +257,800 +28%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$34.4M -$33.2M -1,076,874 -48%
Caisse de Depot et Placement du Quebec (CDPQ)
35
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$34.2M +$32.9M +1,066,500 +1,010%
CCMH
36
Cornerstone Capital Management Holdings
New York
$32.3M +$32.3M +1,044,741 +1,705%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$31.6M -$1.17M -37,900 -3%
ClearBridge Investments
38
ClearBridge Investments
New York
$30.5M -$25.9M -838,634 -45%
NIPH
39
NN Investment Partners Holdings
Netherlands
$30.2M -$4.67M -151,414 -13%
SCM
40
Snow Capital Management
Pennsylvania
$29.7M -$11.3M -366,367 -26%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$28.8M +$1.77M +57,336 +6%
UBS AM
42
UBS AM
Illinois
$28.6M +$2.56M +82,970 +9%
First Trust Advisors
43
First Trust Advisors
Illinois
$28.1M -$3.99M -129,130 -12%
PPA
44
Parametric Portfolio Associates
Washington
$26.7M -$13.2M -428,162 -32%
SCI
45
S&CO Inc
Massachusetts
$26.5M +$384K +12,431 +1%
RCIM
46
Russell Clark Investment Management
United Kingdom
$26.3M +$27.8M +900,000 New
GTP
47
Global Thematic Partners
New York
$25.9M -$9.4M -304,597 -26%
SO
48
STRS Ohio
Ohio
$23.6M -$3.05M -98,881 -11%
TSW
49
Thompson Siegel & Walmsley
Virginia
$23.1M +$24.5M +792,679 New
Norges Bank
50
Norges Bank
Norway
$23M

MOS Hedge Fund Activity: Q1 2017 in Review

541 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2017, worth a combined $8.4B — down 6.9% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new MOS positions and 55 closed out — a net gain of 21 holders — while 193 added to existing stakes and 203 trimmed.

The largest buyer was BlackRock, adding an estimated $746M. The largest seller was Franklin Resources, cutting an estimated $528M.

  • 541 institutional investors held The Mosaic Company (MOS) as of Q1 2017, up from 529 in Q4 2016.
  • Funds reported $8.4B of The Mosaic Company stock for Q1 2017, down 6.9% quarter-over-quarter.
  • 76 funds opened new The Mosaic Company positions in Q1 2017 and 55 closed out, a net change of +21 holders.
  • The largest The Mosaic Company buyer in Q1 2017 was BlackRock, an estimated $746M added.
  • The largest The Mosaic Company seller in Q1 2017 was Franklin Resources, an estimated $528M sold.

Based on aggregated 13F filings for Q1 2017.