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The Mosaic Company

535 hedge funds and large institutions have $7.02B invested in The Mosaic Company in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 166 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 63

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.7M

5% more funds holding

Funds holding: 511535 (+24)

4% less capital invested

Capital invested by funds: $7.28B → $7.02B (-$257M)

5.82% less ownership

Funds ownership: 80.92%75.1% (-5.8%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 197

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
12.26%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
90
Increased
166
Reduced
197
Closed
63
Calls
$115M
Puts
$99.7M
Net Calls
+$15.7M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
476
First Interstate Bank
Montana
$13K -$2.63M -100,000 -99%
FANJ
477
Financial Architects (New Jersey)
New Jersey
$13K +$1.68K +64 +13%
JFA
478
JNBA Financial Advisors
Minnesota
$12K
MA
479
MUFG Americas
New York
$12K
CAPTRUST Financial Advisors
480
CAPTRUST Financial Advisors
North Carolina
$11K
WTC
481
WhitTier Trust Company
Nevada
$11K +$684 +26 +6%
BGIM
482
Brandywine Global Investment Management
Pennsylvania
$11K +$11K +417 New
SF
483
Synovus Financial
Georgia
$10K +$10.5K +400 New
IWM
484
IHT Wealth Management
Illinois
$9K
PA
485
Parallel Advisors
California
$9K
CIP
486
Convergence Investment Partners
Florida
$9K +$9.37K +356 New
KA
487
Kaizen Advisory
Illinois
$8K
ZB
488
Zions Bancorporation
Utah
$8K +$2.87K +109 +55%
MAM
489
Meeder Asset Management
Ohio
$8K +$8.29K +315 New
EWM
490
Endurance Wealth Management
Rhode Island
$7K -$7.89K -300 -50%
AF
491
Arrow Financial
New York
$7K
OFW
492
Omnia Family Wealth
Florida
$7K
POIA
493
Pin Oak Investment Advisors
Texas
$7K
CCM
494
Cribstone Capital Management
Maine
$6K
DAM
495
Delta Asset Management
Tennessee
$6K
SSB
496
Sandy Spring Bank
Maryland
$6K
TC
497
Trust Company
Kansas
$6K
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.21K -46 -20%
ClearBridge Investments
499
ClearBridge Investments
New York
$5K
CTB
500
Country Trust Bank
Illinois
$5K

MOS Hedge Fund Activity: Q1 2018 in Review

535 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2018, worth a combined $7.02B — down 3.5% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MOS positions and 63 closed out — a net gain of 27 holders — while 166 added to existing stakes and 197 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $102M. The largest seller was Deutsche Bank, cutting an estimated $63.9M.

  • 535 institutional investors held The Mosaic Company (MOS) as of Q1 2018, up from 511 in Q4 2017.
  • Funds reported $7.02B of The Mosaic Company stock for Q1 2018, down 3.5% quarter-over-quarter.
  • 90 funds opened new The Mosaic Company positions in Q1 2018 and 63 closed out, a net change of +27 holders.
  • The largest The Mosaic Company buyer in Q1 2018 was AllianceBernstein, an estimated $102M added.
  • The largest The Mosaic Company seller in Q1 2018 was Deutsche Bank, an estimated $63.9M sold.

Based on aggregated 13F filings for Q1 2018.