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The Mosaic Company

445 hedge funds and large institutions have $5.98B invested in The Mosaic Company in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $83.1M

1.58% less ownership

Funds ownership: 77.21%75.63% (-1.6%)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

12% less funds holding

Funds holding: 503445 (-58)

20% less capital invested

Capital invested by funds: $7.45B → $5.98B (-$1.47B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

59% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 94

Holders
445
Holders Change
-58
Holders Change %
-11.53%
% of All Funds
9.76%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
39
Increased
158
Reduced
178
Closed
94
Calls
$80.4M
Puts
$83.1M
Net Calls
-$2.68M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$36.7M +$2.93M +134,487 +8%
PF
27
Phoenix Financial
Israel
$32.8M +$36.5M +1,676,376 New
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$31.4M -$709K -32,557 -2%
Bank of America
29
Bank of America
North Carolina
$30.5M -$2.76M -126,870 -8%
RP
30
RR Partners
New York
$30.2M
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.9M +$28M +1,284,400 +737%
UBS AM
32
UBS AM
Illinois
$29.2M -$742K -34,088 -2%
PVH
33
Psagot Value Holdings
Israel
$28.3M -$27.6K -1,266 -0.1%
Goldman Sachs
34
Goldman Sachs
New York
$28M +$6.12M +280,904 +26%
PPA
35
Parametric Portfolio Associates
Washington
$27.6M -$8.41M -386,325 -22%
SCM
36
Shapiro Capital Management
Georgia
$27.3M +$1.49M +68,510 +5%
Barclays
37
Barclays
United Kingdom
$26.2M -$608K -27,931 -2%
SCI
38
S&CO Inc
Massachusetts
$26M +$997K +45,790 +4%
CI
39
Clal Insurance
Israel
$25.3M -$20.7M -952,000 -44%
Swiss National Bank
40
Swiss National Bank
Switzerland
$24.8M +$406K +18,664 +2%
EDRH
41
Edmond de Rothschild Holding
Switzerland
$24.8M +$1.72M +78,878 +7%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$22.9M +$325K +14,907 +1%
MAM
43
Majedie Asset Management
United Kingdom
$22.8M +$1.08M +49,756 +5%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$22.3M -$219K -10,067 -0.9%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$22.1M +$16.6M +762,699 +241%
AllianceBernstein
46
AllianceBernstein
Tennessee
$21.2M +$5.85M +268,748 +35%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$17.3M +$2.79M +128,075 +18%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$17.3M +$899K +41,293 +5%
MIH
49
Meitav Investment House
Israel
$17.3M -$5.22M -239,708 -22%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$17.2M -$6.48M -297,685 -26%

MOS Hedge Fund Activity: Q3 2019 in Review

445 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2019, worth a combined $5.98B — down 20% from $7.45B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of MOS and 39 opened new positions — a net loss of 55 holders — while 178 trimmed existing stakes and 158 added.

The largest buyer was Ameriprise, adding an estimated $96.6M. The largest seller was Ninety One (UK), exiting entirely with an estimated $124M sold.

  • 445 institutional investors held The Mosaic Company (MOS) as of Q3 2019, down from 503 in Q2 2019.
  • Funds reported $5.98B of The Mosaic Company stock for Q3 2019, down 20% quarter-over-quarter.
  • 39 funds opened new The Mosaic Company positions in Q3 2019 and 94 closed out, a net change of -55 holders.
  • The largest The Mosaic Company buyer in Q3 2019 was Ameriprise, an estimated $96.6M added.
  • The largest The Mosaic Company seller in Q3 2019 was Ninety One (UK), an estimated $124M sold.

Based on aggregated 13F filings for Q3 2019.