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The Mosaic Company

532 hedge funds and large institutions have $8.82B invested in The Mosaic Company in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 217 increasing their positions, 187 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 187

0.7% more ownership

Funds ownership: 83.46%84.16% (+0.7%)

7% less funds holding

Funds holding: 570532 (-38)

22% less call options, than puts

Call options by funds: $104M | Put options by funds: $133M

35% less capital invested

Capital invested by funds: $13.6B → $8.82B (-$4.76B)

36% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 91

53% less funds holding in top 10

Funds holding in top 10: 157 (-8)

Holders
532
Holders Change
-38
Holders Change %
-6.67%
% of All Funds
14.85%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.2%
New
58
Increased
217
Reduced
187
Closed
91
Calls
$104M
Puts
$133M
Net Calls
-$29.6M
Net Calls Change
-$82.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
501
Winslow Evans & Crocker
Massachusetts
$6.22K
TSU
502
TD Securities (USA)
New York
$6K -$5.18M -125,499 -100%
ST
503
Spot Trading
Illinois
$6K -$2.68M -64,868 -100%
EWM
504
Evercore Wealth Management
New York
$6K
S
505
SignatureFD
Georgia
$6K +$8.21K +199 New
HI
506
Hudock Inc
Pennsylvania
$5K
WTB
507
Washington Trust Bank
Washington
$5K
ASN
508
Advisory Services Network
Georgia
$5K +$3.14K +76 +110%
Acadian Asset Management
509
Acadian Asset Management
Massachusetts
$5K +$5.49K +133 +369%
PMFA
510
Plante Moran Financial Advisors
Michigan
$5K +$6.52K +158 New
AA
511
ALPS Advisors
Colorado
$4.83K -$74K -1,793 -10%
ECM
512
Estabrook Capital Management
New York
$4.73K
CCS
513
Crosspoint Capital Strategies
California
$4K -$17K -412 -75%
LWM
514
Lenox Wealth Management
Ohio
$4K
WC
515
Whitnell & Co
Illinois
$3K
SA
516
SRH Advisors
Kansas
$3K +$4.17K +101 New
PSUF
517
People's United Financial
Connecticut
$3K +$4.37K +106 New
KCPG
518
Kavar Capital Partners Group
Kansas
$2K +$413 +10 +16%
N
519
Nuveen
North Carolina
$1.54K +$217K +5,266 +12%
CB
520
Community Bank
New York
$1K
CFN
521
Cordasco Financial Network
Florida
$1K
DAM
522
Delta Asset Management
Tennessee
$1K
LWA
523
Lenox Wealth Advisors
New York
$1K
PSC
524
Prentiss Smith & Co
Vermont
$1K
TWA
525
TCI Wealth Advisors
Arizona
$1K

MOS Hedge Fund Activity: Q3 2015 in Review

532 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2015, worth a combined $8.82B — down 35% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of MOS and 58 opened new positions — a net loss of 33 holders — while 187 trimmed existing stakes and 217 added.

The largest buyer was Bank of America, adding an estimated $251M. The largest seller was Koch Industries, exiting entirely with an estimated $175M sold.

  • 532 institutional investors held The Mosaic Company (MOS) as of Q3 2015, down from 570 in Q2 2015.
  • Funds reported $8.82B of The Mosaic Company stock for Q3 2015, down 35% quarter-over-quarter.
  • 58 funds opened new The Mosaic Company positions in Q3 2015 and 91 closed out, a net change of -33 holders.
  • The largest The Mosaic Company buyer in Q3 2015 was Bank of America, an estimated $251M added.
  • The largest The Mosaic Company seller in Q3 2015 was Koch Industries, an estimated $175M sold.

Based on aggregated 13F filings for Q3 2015.