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The Mosaic Company

544 hedge funds and large institutions have $9.66B invested in The Mosaic Company in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 196 increasing their positions, 199 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

15% more capital invested

Capital invested by funds: $8.4B → $9.66B (+$1.26B)

15% more call options, than puts

Call options by funds: $137M | Put options by funds: $120M

1% more funds holding

Funds holding: 537544 (+7)

0.58% less ownership

Funds ownership: 77.76%77.18% (-0.58%)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 199

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
12.44%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
73
Increased
196
Reduced
199
Closed
58
Calls
$137M
Puts
$120M
Net Calls
+$17.5M
Net Calls Change
+$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
476
Private Capital Group
Connecticut
$25K +$2.5K +83 +12%
PA
477
Parallel Advisors
California
$23K +$1.75K +58 +9%
CG
478
Cutler Group
California
$22K -$389K -12,911 -95%
TSW
479
Thompson Siegel & Walmsley
Virginia
$21K -$5.3K -176 -21%
CIA
480
CSat Investment Advisory
Michigan
$21K +$2.56K +85 +15%
SCM
481
Southport Capital Management
Tennessee
$20K +$18.8K +625 New
HNB
482
Huntington National Bank
Ohio
$19K +$30 +1 +0.2%
MA
483
MUFG Americas
New York
$16K -$86.6K -2,875 -85%
CTC
484
Central Trust Company
Missouri
$16K +$7.53K +250 +112%
CAPTRUST Financial Advisors
485
CAPTRUST Financial Advisors
North Carolina
$15K
WTC
486
WhitTier Trust Company
Nevada
$15K
FGAM
487
Financial Gravity Asset Management
Texas
$15K +$15.5K +514 New
CFGS
488
Concourse Financial Group Securities
Alabama
$14K +$13K +431 New
FIB
489
First Interstate Bank
Montana
$13K -$4.22K -140 -26%
LYV
490
Live Your Vision
Pennsylvania
$13K
OSNBOA
491
Old Second National Bank of Aurora
Illinois
$13K
QCG
492
Quadrant Capital Group
Ohio
$13K
SF
493
Synovus Financial
Georgia
$13K
JA
494
JOYN Advisors
Georgia
$13K +$2.23K +74 +22%
S
495
SignatureFD
Georgia
$13K +$8.62K +286 +262%
TDC
496
Thompson Davis & Co
Virginia
$11K
TCOV
497
Trust Company of Vermont
Vermont
$10K -$34.6K -1,150 -78%
AF
498
Arrow Financial
New York
$10K
EWM
499
Endurance Wealth Management
Rhode Island
$10K
OFW
500
Omnia Family Wealth
Florida
$10K

MOS Hedge Fund Activity: Q3 2018 in Review

544 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2018, worth a combined $9.66B — up 15% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MOS positions and 58 closed out — a net gain of 15 holders — while 196 added to existing stakes and 199 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $84M. The largest seller was Ameriprise, cutting an estimated $152M.

  • 544 institutional investors held The Mosaic Company (MOS) as of Q3 2018, up from 537 in Q2 2018.
  • Funds reported $9.66B of The Mosaic Company stock for Q3 2018, up 15% quarter-over-quarter.
  • 73 funds opened new The Mosaic Company positions in Q3 2018 and 58 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q3 2018 was Fidelity Investments, an estimated $84M added.
  • The largest The Mosaic Company seller in Q3 2018 was Ameriprise, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2018.