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The Mosaic Company

535 hedge funds and large institutions have $7.02B invested in The Mosaic Company in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 166 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 63

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.7M

5% more funds holding

Funds holding: 511535 (+24)

4% less capital invested

Capital invested by funds: $7.28B → $7.02B (-$257M)

5.82% less ownership

Funds ownership: 80.92%75.1% (-5.8%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 197

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
12.26%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
90
Increased
166
Reduced
197
Closed
63
Calls
$115M
Puts
$99.7M
Net Calls
+$15.7M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
26
RR Partners
New York
$50.8M -$3.18M -120,700 -5%
Legal & General Group
27
Legal & General Group
United Kingdom
$48M +$526K +19,998 +1%
TPCM
28
Tide Point Capital Management
Connecticut
$45.8M +$49.7M +1,887,759 New
Renaissance Technologies
29
Renaissance Technologies
New York
$45.3M -$4.07M -154,800 -8%
EDRH
30
Edmond de Rothschild Holding
Switzerland
$44.2M -$773K -29,400 -2%
HCM
31
Hoplite Capital Management
New York
$43.3M +$4.34M +164,931 +10%
AAMU
32
Amundi Asset Management US
Massachusetts
$42.1M +$21.7M +823,232 +91%
BCM
33
Becker Capital Management
Oregon
$39M +$2.27M +86,295 +6%
JP Morgan Chase
34
JP Morgan Chase
New York
$35.6M -$57.7M -2,193,337 -60%
CI
35
Clal Insurance
Israel
$34M +$36.8M +1,400,000 New
PPA
36
Parametric Portfolio Associates
Washington
$33.9M -$149K -5,649 -0.4%
SO
37
STRS Ohio
Ohio
$32.7M +$36.9K +1,403 +0.1%
UBS AM
38
UBS AM
Illinois
$31.9M +$6.06M +230,351 +21%
DZ Bank
39
DZ Bank
Germany
$30.9M +$33.8M +1,284,285 New
MWA
40
Marshall Wace Asia
Hong Kong
$30.6M
SIM
41
Stelliam Investment Management
New York
$27.7M +$14.9M +565,000 +98%
SCI
42
S&CO Inc
Massachusetts
$27.7M +$85.4K +3,245 +0.3%
First Trust Advisors
43
First Trust Advisors
Illinois
$26.7M -$1.23M -46,606 -4%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$26.3M -$1.72M -65,453 -6%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$25.9M +$844K +32,075 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$25.9M -$4.26M -162,000 -13%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$22.9M +$263K +10,012 +1%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$21.7M +$7.72M +293,507 +49%
FRM
49
Foundation Resource Management
Arkansas
$21.4M -$700K -26,597 -3%
TSW
50
Thompson Siegel & Walmsley
Virginia
$21.1M -$2.39M -90,868 -9%

MOS Hedge Fund Activity: Q1 2018 in Review

535 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2018, worth a combined $7.02B — down 3.5% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MOS positions and 63 closed out — a net gain of 27 holders — while 166 added to existing stakes and 197 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $102M. The largest seller was Deutsche Bank, cutting an estimated $63.9M.

  • 535 institutional investors held The Mosaic Company (MOS) as of Q1 2018, up from 511 in Q4 2017.
  • Funds reported $7.02B of The Mosaic Company stock for Q1 2018, down 3.5% quarter-over-quarter.
  • 90 funds opened new The Mosaic Company positions in Q1 2018 and 63 closed out, a net change of +27 holders.
  • The largest The Mosaic Company buyer in Q1 2018 was AllianceBernstein, an estimated $102M added.
  • The largest The Mosaic Company seller in Q1 2018 was Deutsche Bank, an estimated $63.9M sold.

Based on aggregated 13F filings for Q1 2018.