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The Mosaic Company
MOS

Overview Fund Activity

529 hedge funds and large institutions have $9.02B invested in The Mosaic Company in 2016 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 170 increasing their positions, 216 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+10
Holders Change %
+1.93%
% of All Funds
13.24%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.3%
New
83
Increased
170
Reduced
216
Closed
65
Calls
$185M
Puts
$208M
Net Calls
-$23.4M
Net Calls Change
+$31.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$285M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$261M
3
TP
Thunderbird Partners
United Kingdom
$40.4M
4
Goldman Sachs
Goldman Sachs
New York
$101M
5
State Street
State Street
Massachusetts
$573M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$358M
2
CGI
CI Global Investments
California
$470K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$306M
4
Boston Partners
Boston Partners
Massachusetts
$36.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
MUS
476
Mitsubishi UFJ Securities
Japan
$16K +$16K +530 New
Bessemer Group
477
Bessemer Group
New Jersey
$15K -$53.9K -1,846 -78%
JIC
478
Joel Isaacson & Co
New York
$15K -$15K -500 -50%
JCM
479
Jacobi Capital Management
Pennsylvania
$15K -$2.81K -88 -16%
CFA
480
Carroll Financial Associates
North Carolina
$15K -$111 -4 -0.7%
LJHT
481
Laurie J. Hall Trustee
$14K +$14K +450 New
CCM
482
Cribstone Capital Management
Maine
$13K – – –
RFM
483
Royal Fund Management
Florida
$13K +$13K +475 New
TC
484
Trust Company
Kansas
$10K -$2.14K -75 -18%
WA
485
Winfield Associates
Ohio
$10K +$6.35K +207 +174%
AA
486
Ancora Advisors
Ohio
$10K +$10K +325 New
OFW
487
Omnia Family Wealth
Florida
$10K +$10K +338 New
SBL
488
Sargent Bickham Lagudis
Colorado
$10K +$10K +340 New
ARMC
489
American Research & Management Company
Massachusetts
$9K -$30.2K -1,025 -77%
EWM
490
Endurance Wealth Management
Rhode Island
$9K – – –
AF
491
Arrow Financial
New York
$9K – – –
RFS
492
Rockefeller Financial Services
New York
$9K +$9K +300 New
GWS
493
Glassman Wealth Services
Virginia
$9K +$9K +302 New
GRP
494
Global Retirement Partners
California
$9K +$9K +321 New
AIM
495
Advantage Investment Management
Iowa
$8K – – –
WTC
496
WhitTier Trust Company
Nevada
$8K +$1.69K +61 +27%
EA
497
Edge Advisors
Georgia
$8K +$8K +275 New
BIG
498
Bellwether Investment Group
Tennessee
$7K +$7K +244 New
BWP
499
Baldwin Wealth Partners
Massachusetts
$6K – – –
EF
500
Empirical Finance
Pennsylvania
$6K +$6K +176 New
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