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The Mosaic Company

519 hedge funds and large institutions have $7.83B invested in The Mosaic Company in 2016 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 205 increasing their positions, 180 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 180

2.33% more ownership

Funds ownership: 89.38%91.71% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $8.18B → $7.83B (-$350M)

8% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 53

2% less funds holding

Funds holding: 531519 (-12)

28% less call options, than puts

Call options by funds: $145M | Put options by funds: $201M

Holders
519
Holders Change
-12
Holders Change %
-2.26%
% of All Funds
13.85%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
49
Increased
205
Reduced
180
Closed
53
Calls
$145M
Puts
$201M
Net Calls
-$55.2M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
Lenox Wealth Management
Ohio
$2K
OC
502
Oakworth Capital
Alabama
$2K
WC
503
Whitnell & Co
Illinois
$2K
ECM
504
Estabrook Capital Management
New York
$1.22K
QCG
505
Quadrant Capital Group
Ohio
$1K -$709 -26 -15%
HR
506
Howe & Rusling
New York
$1K -$654 -24 -42%
CB
507
Community Bank
New York
$1K
CFN
508
Cordasco Financial Network
Florida
$1K
HCM
509
Herndon Capital Management
Georgia
$1K
PAI
510
Pittenger & Anderson Inc
Nebraska
$1K
VCM
511
Versant Capital Management
Arizona
$1K
WA
512
WFG Advisors
Texas
$1K
PSC
513
Prentiss Smith & Co
Vermont
$1K +$27 +1 +3%
CHP
514
Cable Hill Partners
Oregon
$1K +$736 +27 New
EFSCE
515
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.42K +52 New
FNB
516
Farmers National Bank
Kentucky
$418 +$466K +17,108 New
PIA
517
Piedmont Investment Advisors
North Carolina
$146
RC
518
Randolph Company
Ohio
-$13.4M -512,490 Closed
Lord, Abbett & Co
519
Lord, Abbett & Co
New Jersey
-$13.2M -505,789 Closed
WI
520
Wafra Inc
New York
-$5.33M -203,717 Closed
Ninety One (UK)
521
Ninety One (UK)
United Kingdom
-$5.05M -192,984 Closed
HIM
522
Hanlon Investment Management
New Jersey
-$4.73M -180,673 Closed
DCM
523
Dupont Capital Management
Delaware
-$4.66M -177,816 Closed
BPM
524
Bronson Point Management
Connecticut
-$4.07M -155,500 Closed
RCIM
525
Russell Clark Investment Management
United Kingdom
-$3.94M -150,500 Closed

MOS Hedge Fund Activity: Q3 2016 in Review

519 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2016, worth a combined $7.83B — down 4.3% from $8.18B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of MOS and 49 opened new positions — a net loss of 4 holders — while 180 trimmed existing stakes and 205 added.

The largest buyer was Morgan Stanley, adding an estimated $111M. The largest seller was Artisan Partners, cutting an estimated $84.7M.

  • 519 institutional investors held The Mosaic Company (MOS) as of Q3 2016, down from 531 in Q2 2016.
  • Funds reported $7.83B of The Mosaic Company stock for Q3 2016, down 4.3% quarter-over-quarter.
  • 49 funds opened new The Mosaic Company positions in Q3 2016 and 53 closed out, a net change of -4 holders.
  • The largest The Mosaic Company buyer in Q3 2016 was Morgan Stanley, an estimated $111M added.
  • The largest The Mosaic Company seller in Q3 2016 was Artisan Partners, an estimated $84.7M sold.

Based on aggregated 13F filings for Q3 2016.