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The Mosaic Company

521 hedge funds and large institutions have $8.12B invested in The Mosaic Company in 2015 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 211 increasing their positions, 177 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $214M | Put options by funds: $121M

19% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 177

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.7% more ownership

Funds ownership: 84.16%87.86% (+3.7%)

9% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 80

2% less funds holding

Funds holding: 532521 (-11)

8% less capital invested

Capital invested by funds: $8.82B → $8.12B (-$694M)

Holders
521
Holders Change
-11
Holders Change %
-2.07%
% of All Funds
13.67%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
73
Increased
211
Reduced
177
Closed
80
Calls
$214M
Puts
$121M
Net Calls
+$93.5M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
TSU
501
TD Securities (USA)
New York
$2K -$3.77K -118 -61%
PMFA
502
Plante Moran Financial Advisors
Michigan
$2K -$2.62K -82 -52%
LWM
503
Lenox Wealth Management
Ohio
$2K -$2.2K -69 -48%
KCPG
504
Kavar Capital Partners Group
Kansas
$2K +$319 +10 +14%
PFBT
505
Parkside Financial Bank & Trust
Missouri
$2K +$1.76K +55 +917%
PCP
506
Proficio Capital Partners
Massachusetts
$2K +$1.95K +61 New
OC
507
Oakworth Capital
Alabama
$2K +$2.52K +79 New
CB
508
Community Bank
New York
$1K
CFN
509
Cordasco Financial Network
Florida
$1K
DAM
510
Delta Asset Management
Tennessee
$1K
LWA
511
Lenox Wealth Advisors
New York
$1K
SIM
512
Sonora Investment Management
Arizona
$1K
PSC
513
Prentiss Smith & Co
Vermont
$1K +$32 +1 +3%
TFA
514
Transamerica Financial Advisors
Florida
$1K +$160 +5 +25%
AIA
515
Allegis Investment Advisors
Idaho
$1K +$639 +20 New
DBT
516
Dubuque Bank & Trust
Iowa
$1K +$1.37K +43 New
HR
517
Howe & Rusling
New York
$1K +$1.6K +50 New
SCP
518
SailingStone Capital Partners
Texas
-$66.7M -2,145,142 Closed
Two Sigma Investments
519
Two Sigma Investments
New York
-$33.9M -1,089,279 Closed
SFM
520
Systematic Financial Management
New Jersey
-$28.1M -904,004 Closed
Millennium Management
521
Millennium Management
New York
-$14.9M -468,083 Closed
CAM
522
ClariVest Asset Management
California
-$14.5M -466,300 Closed
CRC
523
Curi RMB Capital
Illinois
-$11.5M -370,917 Closed
BAM
524
Baring Asset Management
United Kingdom
-$8.1M -260,439 Closed
FQ
525
First Quadrant
California
-$7.85M -252,300 Closed

MOS Hedge Fund Activity: Q4 2015 in Review

521 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2015, worth a combined $8.12B — down 7.9% from $8.82B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of MOS and 73 opened new positions — a net loss of 7 holders — while 177 trimmed existing stakes and 211 added.

The largest buyer was Vanguard Group, adding an estimated $145M. The largest seller was VOYA Investment Management, cutting an estimated $78.3M.

  • 521 institutional investors held The Mosaic Company (MOS) as of Q4 2015, down from 532 in Q3 2015.
  • Funds reported $8.12B of The Mosaic Company stock for Q4 2015, down 7.9% quarter-over-quarter.
  • 73 funds opened new The Mosaic Company positions in Q4 2015 and 80 closed out, a net change of -7 holders.
  • The largest The Mosaic Company buyer in Q4 2015 was Vanguard Group, an estimated $145M added.
  • The largest The Mosaic Company seller in Q4 2015 was VOYA Investment Management, an estimated $78.3M sold.

Based on aggregated 13F filings for Q4 2015.