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The Mosaic Company

510 hedge funds and large institutions have $8.23B invested in The Mosaic Company in 2016 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 228 increasing their positions, 158 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 158

1% more capital invested

Capital invested by funds: $8.12B → $8.23B (+$103M)

0.01% more ownership

Funds ownership: 87.86%87.86% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less funds holding

Funds holding: 521510 (-11)

10% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 67

22% less call options, than puts

Call options by funds: $86.7M | Put options by funds: $112M

Holders
510
Holders Change
-11
Holders Change %
-2.11%
% of All Funds
13.59%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
60
Increased
228
Reduced
158
Closed
67
Calls
$86.7M
Puts
$112M
Net Calls
-$24.9M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
476
Winslow Evans & Crocker
Massachusetts
$5.4K
ST
477
Smithfield Trust
Pennsylvania
$5K
MIM
478
Marco Investment Management
Georgia
$5K +$131 +5 +0%
KKAMG
479
Kernodle & Katon Asset Management Group
Arkansas
$5K +$4.46K +171 New
HI
480
Hudock Inc
Pennsylvania
$4K
AA
481
Apriem Advisors
California
$3K
WC
482
Whitnell & Co
Illinois
$3K
PFBT
483
Parkside Financial Bank & Trust
Missouri
$3K +$679 +26 +43%
PMFA
484
Plante Moran Financial Advisors
Michigan
$3K +$1.18K +45 +59%
Bessemer Group
485
Bessemer Group
New Jersey
$3K +$2.51K +96 New
FANJ
486
Financial Architects (New Jersey)
New Jersey
$3K +$2.61K +100 New
PG
487
Patten Group
Tennessee
$2.7K
LWM
488
Lenox Wealth Management
Ohio
$2K
NFG
489
Next Financial Group
Texas
$2K
OC
490
Oakworth Capital
Alabama
$2K
TSU
491
TD Securities (USA)
New York
$2K +$131 +5 +7%
HR
492
Howe & Rusling
New York
$2K +$183 +7 +14%
QCG
493
Quadrant Capital Group
Ohio
$2K +$183 +7 +5%
PCP
494
Proficio Capital Partners
Massachusetts
$2K +$757 +29 +48%
ECM
495
Estabrook Capital Management
New York
$1.35K -$2.66K -102 -67%
TWA
496
TCI Wealth Advisors
Arizona
$1K -$14.7K -562 -96%
VCM
497
Versant Capital Management
Arizona
$1K -$2.58K -99 -68%
CB
498
Community Bank
New York
$1K
CFN
499
Cordasco Financial Network
Florida
$1K
LWA
500
Lenox Wealth Advisors
New York
$1K

MOS Hedge Fund Activity: Q1 2016 in Review

510 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2016, worth a combined $8.23B — up 1.3% from $8.12B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of MOS and 60 opened new positions — a net loss of 7 holders — while 158 trimmed existing stakes and 228 added.

The largest buyer was Vanguard Group, adding an estimated $206M. The largest seller was Institutional Capital, cutting an estimated $107M.

  • 510 institutional investors held The Mosaic Company (MOS) as of Q1 2016, down from 521 in Q4 2015.
  • Funds reported $8.23B of The Mosaic Company stock for Q1 2016, up 1.3% quarter-over-quarter.
  • 60 funds opened new The Mosaic Company positions in Q1 2016 and 67 closed out, a net change of -7 holders.
  • The largest The Mosaic Company buyer in Q1 2016 was Vanguard Group, an estimated $206M added.
  • The largest The Mosaic Company seller in Q1 2016 was Institutional Capital, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2016.