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The Mosaic Company

570 hedge funds and large institutions have $13.6B invested in The Mosaic Company in 2015 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 236 increasing their positions, 185 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $193M | Put options by funds: $140M

28% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 185

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

24% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 62

2% more funds holding

Funds holding: 560570 (+10)

2% more capital invested

Capital invested by funds: $13.4B → $13.6B (+$224M)

0.23% more ownership

Funds ownership: 83.23%83.46% (+0.23%)

Holders
570
Holders Change
+10
Holders Change %
+1.79%
% of All Funds
15.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
77
Increased
236
Reduced
185
Closed
62
Calls
$193M
Puts
$140M
Net Calls
+$52.6M
Net Calls Change
+$6.39M
Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
476
R.H. Bluestein & Co
Michigan
$235K
FMA
477
FNY Managed Accounts
New York
$234K +$227K +5,000 New
BRWA
478
B. Riley Wealth Advisors
Florida
$234K +$226K +4,979 New
NG
479
NatWest Group
United Kingdom
$231K -$51.4K -1,134 -19%
ECM
480
Everence Capital Management
Indiana
$231K
FCBT
481
First Citizens Bank & Trust
North Carolina
$221K -$7.3K -161 -3%
WTC
482
WhitTier Trust Company
Nevada
$210K +$3.54K +78 +2%
MHS
483
M Holdings Securities
Oregon
$204K -$862 -19 -0.4%
RCM
484
Rotella Capital Management
Washington
$202K -$121K -2,662 -38%
CAW
485
Cornerstone Advisors (Washington)
Washington
$170K
MCM
486
MV Capital Management
Maryland
$169K +$75K +1,653 +85%
SSG
487
Summit Securities Group
New York
$169K +$163K +3,600 New
ARMC
488
American Research & Management Company
Massachusetts
$167K
CLOS
489
Compagnie Lombard Odier SCmA
Switzerland
$149K -$318K -7,020 -69%
SC
490
SRB Corp
Massachusetts
$149K
TCOV
491
Trust Company of Vermont
Vermont
$148K -$15.7K -346 -10%
IAMU
492
Impax Asset Management (UK)
United Kingdom
$145K +$141K +3,100 New
MAM
493
Mizuho Asset Management
Japan
$140K +$47K +1,036 +53%
AIM
494
Advantage Investment Management
Iowa
$138K +$120K +2,650 +927%
MDCM
495
Morgan Dempsey Capital Management
Wisconsin
$131K
HSA
496
Hussman Strategic Advisors
Maryland
$131K +$127K +2,800 New
MI
497
Markston International
New York
$122K
JGC
498
J. Goldman & Co
New York
$114K -$3.97M -87,562 -97%
ARMT
499
Amica Retiree Medical Trust
Rhode Island
$113K
CTC
500
Central Trust Company
Missouri
$113K +$28.7K +632 +35%

MOS Hedge Fund Activity: Q2 2015 in Review

570 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2015, worth a combined $13.6B — up 1.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MOS positions and 62 closed out — a net gain of 15 holders — while 236 added to existing stakes and 185 trimmed.

The largest buyer was Invesco, adding an estimated $157M. The largest seller was Capital World Investors, exiting entirely with an estimated $918M sold.

  • 570 institutional investors held The Mosaic Company (MOS) as of Q2 2015, up from 560 in Q1 2015.
  • Funds reported $13.6B of The Mosaic Company stock for Q2 2015, up 1.7% quarter-over-quarter.
  • 77 funds opened new The Mosaic Company positions in Q2 2015 and 62 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q2 2015 was Invesco, an estimated $157M added.
  • The largest The Mosaic Company seller in Q2 2015 was Capital World Investors, an estimated $918M sold.

Based on aggregated 13F filings for Q2 2015.