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The Mosaic Company

570 hedge funds and large institutions have $13.6B invested in The Mosaic Company in 2015 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 236 increasing their positions, 185 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $193M | Put options by funds: $140M

28% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 185

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

24% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 62

2% more funds holding

Funds holding: 560570 (+10)

2% more capital invested

Capital invested by funds: $13.4B → $13.6B (+$224M)

0.23% more ownership

Funds ownership: 83.23%83.46% (+0.23%)

Holders
570
Holders Change
+10
Holders Change %
+1.79%
% of All Funds
15.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
77
Increased
236
Reduced
185
Closed
62
Calls
$193M
Puts
$140M
Net Calls
+$52.6M
Net Calls Change
+$6.39M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLT
501
New York Life Trust
New York
$108K -$16.9K -373 -14%
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$104K +$1.04K +23 +1%
PG
503
Patten Group
Tennessee
$103K -$228K -5,030 -70%
PAIA
504
Park Avenue Institutional Advisers
New York
$98K +$95.1K +2,097 New
W
505
Wealthfront
California
$96K -$24.9K -548 -21%
LFR
506
Lehman Financial Resources
Pennsylvania
$93K
SSB
507
Sandy Spring Bank
Maryland
$82K +$45.4K +1,000 +133%
FNBT
508
FineMark National Bank & Trust
Florida
$77K +$408 +9 +0.6%
ClearBridge Investments
509
ClearBridge Investments
New York
$75K
AGM
510
Alpine Global Management
New York
$73K +$71.1K +1,568 New
EWM
511
Edge Wealth Management
New York
$70K
BFEC
512
Benjamin F. Edwards & Company
Missouri
$66K +$22.7K +500 +56%
GLI
513
Guardian Life Insurance
New York
$64K
BC
514
Bartlett & Co
Ohio
$61K
TCM
515
TD Capital Management
Tennessee
$61K
IMS
516
Index Management Solutions
Pennsylvania
$55K +$44.3K +976 +469%
WA
517
WFG Advisors
Texas
$50K +$272 +6 +0.6%
JFA
518
JNBA Financial Advisors
Minnesota
$49K -$11.3K -250 -19%
FMLI
519
Fukoku Mutual Life Insurance
Japan
$47K
JIC
520
Joel Isaacson & Co
New York
$47K
SAMC
521
Shinko Asset Management Company
Japan
$47K
AIM
522
Assured Investment Management
New York
$43K +$41.2K +909 New
IPC
523
Independent Portfolio Consultants
Florida
$41K +$26.5K +585 +209%
Bessemer Group
524
Bessemer Group
New Jersey
$40K
TC
525
Trust Company
Kansas
$40K +$38.6K +850 New

MOS Hedge Fund Activity: Q2 2015 in Review

570 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2015, worth a combined $13.6B — up 1.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MOS positions and 62 closed out — a net gain of 15 holders — while 236 added to existing stakes and 185 trimmed.

The largest buyer was Invesco, adding an estimated $157M. The largest seller was Capital World Investors, exiting entirely with an estimated $918M sold.

  • 570 institutional investors held The Mosaic Company (MOS) as of Q2 2015, up from 560 in Q1 2015.
  • Funds reported $13.6B of The Mosaic Company stock for Q2 2015, up 1.7% quarter-over-quarter.
  • 77 funds opened new The Mosaic Company positions in Q2 2015 and 62 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q2 2015 was Invesco, an estimated $157M added.
  • The largest The Mosaic Company seller in Q2 2015 was Capital World Investors, an estimated $918M sold.

Based on aggregated 13F filings for Q2 2015.