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The Mosaic Company

503 hedge funds and large institutions have $7.45B invested in The Mosaic Company in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 189 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $132M | Put options by funds: $74.3M

0.61% more ownership

Funds ownership: 76.6%77.21% (+0.61%)

5% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 189

7% less funds holding

Funds holding: 542503 (-39)

8% less capital invested

Capital invested by funds: $8.07B → $7.45B (-$619M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

32% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 96

Holders
503
Holders Change
-39
Holders Change %
-7.2%
% of All Funds
10.93%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
65
Increased
180
Reduced
189
Closed
96
Calls
$132M
Puts
$74.3M
Net Calls
+$57.6M
Net Calls Change
+$94.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
476
Trust Company of Vermont
Vermont
$2K
GWS
477
Glassman Wealth Services
Virginia
$2K +$976 +40 +77%
AC
478
Avestar Capital
New York
$2K +$1.07K +44 +39%
BGIM
479
Brandywine Global Investment Management
Pennsylvania
$2K +$1.34K +55 New
M
480
MOTCO
Texas
$2K +$1.61K +66 New
WEC
481
Winslow Evans & Crocker
Massachusetts
$2K +$1.71K +70 New
SFSIG
482
San Francisco Sentry Investment Group
California
$2K +$1.76K +72 +277%
CI
483
CX Institutional
Indiana
$2K +$1.98K +81 New
EWA
484
Evolution Wealth Advisors
Florida
$2K +$2.1K +86 New
HR
485
Howe & Rusling
New York
$1K -$610 -25 -32%
TFO
486
Tarbox Family Office
California
$1K -$439 -18 -27%
DOA
487
D'Orazio & Associates
Virginia
$1K
YWP
488
YorkBridge Wealth Partners
New York
$1K
CBT
489
Capital Bank & Trust
California
$1K +$537 +22 New
FPFS
490
First Personal Financial Services
North Carolina
$1K +$610 +25 New
SWA
491
Sutton Wealth Advisors
Florida
$976 +$952 +39 New
MWM
492
Meridian Wealth Management
Kentucky
$375 +$36.6K +1,500 New
BCWM
493
Bartlett & Co Wealth Management
Ohio
$250 +$244 +10 New
GT
494
Glenmede Trust
Pennsylvania
$96 -$883K -36,159 -90%
RCIM
495
Russell Clark Investment Management
United Kingdom
-$24.5M -898,500 Closed
BA
496
Bridgewater Associates
Connecticut
-$21.6M -792,697 Closed
WC
497
Wexford Capital
Florida
-$17.9M -654,425 Closed
PP
498
PDT Partners
New York
-$7.99M -292,600 Closed
SEC
499
Seven Eight Capital
New York
-$7.84M -287,229 Closed
CAM
500
Centre Asset Management
New York
-$6.79M -248,630 Closed

MOS Hedge Fund Activity: Q2 2019 in Review

503 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2019, worth a combined $7.45B — down 7.7% from $8.07B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of MOS and 65 opened new positions — a net loss of 31 holders — while 189 trimmed existing stakes and 180 added.

The largest buyer was Nuveen, adding an estimated $153M. The largest seller was Invesco, cutting an estimated $126M.

  • 503 institutional investors held The Mosaic Company (MOS) as of Q2 2019, down from 542 in Q1 2019.
  • Funds reported $7.45B of The Mosaic Company stock for Q2 2019, down 7.7% quarter-over-quarter.
  • 65 funds opened new The Mosaic Company positions in Q2 2019 and 96 closed out, a net change of -31 holders.
  • The largest The Mosaic Company buyer in Q2 2019 was Nuveen, an estimated $153M added.
  • The largest The Mosaic Company seller in Q2 2019 was Invesco, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2019.