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The Mosaic Company

519 hedge funds and large institutions have $7.83B invested in The Mosaic Company in 2016 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 205 increasing their positions, 180 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 180

2.33% more ownership

Funds ownership: 89.38%91.71% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $8.18B → $7.83B (-$350M)

8% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 53

2% less funds holding

Funds holding: 531519 (-12)

28% less call options, than puts

Call options by funds: $145M | Put options by funds: $201M

Holders
519
Holders Change
-12
Holders Change %
-2.26%
% of All Funds
13.85%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
49
Increased
205
Reduced
180
Closed
53
Calls
$145M
Puts
$201M
Net Calls
-$55.2M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
476
Advantage Investment Management
Iowa
$7K
AWMS
477
Advocacy Wealth Management Services
Georgia
$7K
AF
478
Arrow Financial
New York
$7K
EWM
479
Endurance Wealth Management
Rhode Island
$7K
FNBSF
480
First National Bank Sioux Falls
South Dakota
$7K
WTC
481
WhitTier Trust Company
Nevada
$6K -$17.4K -640 -74%
Fifth Third Bancorp
482
Fifth Third Bancorp
Ohio
$6K -$14.5K -533 -69%
FIB
483
First Interstate Bank
Montana
$6K
VOYA Investment Management
484
VOYA Investment Management
Georgia
$5.09K +$121K +4,445 +2%
BWP
485
Baldwin Wealth Partners
Massachusetts
$5K
PFBT
486
Parkside Financial Bank & Trust
Missouri
$5K
ST
487
Smithfield Trust
Pennsylvania
$5K
LCM
488
Laurion Capital Management
New York
$5K +$5.45K +200 New
GWA
489
Guidant Wealth Advisors
Illinois
$4K +$3.9K +143 New
FPTW
490
Franklin, Parlapiano, Turner & Welch
Texas
$4K +$4.39K +161 New
FNBT
491
FineMark National Bank & Trust
Florida
$3K -$42.9K -1,573 -93%
NCM
492
Nelson Capital Management
California
$3K
PMFA
493
Plante Moran Financial Advisors
Michigan
$3K
WA
494
Winfield Associates
Ohio
$3K
WTB
495
Washington Trust Bank
Washington
$3K +$1.85K +68 +97%
TWA
496
TCI Wealth Advisors
Arizona
$3K +$2.15K +79 +144%
IWC
497
Integrated Wealth Counsel
California
$3K +$3.6K +132 New
PG
498
Patten Group
Tennessee
$2.32K
SWA
499
Sutton Wealth Advisors
Florida
$2.2K
AA
500
Apriem Advisors
California
$2K

MOS Hedge Fund Activity: Q3 2016 in Review

519 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2016, worth a combined $7.83B — down 4.3% from $8.18B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of MOS and 49 opened new positions — a net loss of 4 holders — while 180 trimmed existing stakes and 205 added.

The largest buyer was Morgan Stanley, adding an estimated $111M. The largest seller was Artisan Partners, cutting an estimated $84.7M.

  • 519 institutional investors held The Mosaic Company (MOS) as of Q3 2016, down from 531 in Q2 2016.
  • Funds reported $7.83B of The Mosaic Company stock for Q3 2016, down 4.3% quarter-over-quarter.
  • 49 funds opened new The Mosaic Company positions in Q3 2016 and 53 closed out, a net change of -4 holders.
  • The largest The Mosaic Company buyer in Q3 2016 was Morgan Stanley, an estimated $111M added.
  • The largest The Mosaic Company seller in Q3 2016 was Artisan Partners, an estimated $84.7M sold.

Based on aggregated 13F filings for Q3 2016.