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The Mosaic Company

535 hedge funds and large institutions have $7.02B invested in The Mosaic Company in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 166 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 63

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.7M

5% more funds holding

Funds holding: 511535 (+24)

4% less capital invested

Capital invested by funds: $7.28B → $7.02B (-$257M)

5.82% less ownership

Funds ownership: 80.92%75.1% (-5.8%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 197

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
12.26%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
90
Increased
166
Reduced
197
Closed
63
Calls
$115M
Puts
$99.7M
Net Calls
+$15.7M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
501
Parkside Financial Bank & Trust
Missouri
$5K +$789 +30 +20%
LYV
502
Live Your Vision
Pennsylvania
$5K +$5.26K +200 New
FCAG
503
First Capital Advisors Group
New Jersey
$4K +$4.87K +185 New
GWA
504
Guidant Wealth Advisors
Illinois
$3K
PMFA
505
Plante Moran Financial Advisors
Michigan
$3K
SIS
506
Sound Income Strategies
Florida
$3K
GFP
507
Gryphon Financial Partners
Ohio
$3K +$815 +31 +31%
S
508
SignatureFD
Georgia
$3K +$2.87K +109 New
OIA
509
OneDigital Investment Advisors
Kansas
$2K -$6.31K -240 -71%
HI
510
Hudock Inc
Pennsylvania
$2K
TFO
511
Tarbox Family Office
California
$2K
TF
512
Tompkins Financial
New York
$2K
OC
513
Oakworth Capital
Alabama
$2K +$1.66K +63 New
PCP
514
Proficio Capital Partners
Massachusetts
$2K +$2.13K +81 +405%
FC
515
Ferris Capital
Massachusetts
$2K +$2.58K +98 New
Nomura Holdings
516
Nomura Holdings
Japan
$1.86K +$633K +24,060 +46%
SLF
517
Sun Life Financial
Ontario, Canada
$1.6K -$19.2K -729 -95%
MOS
518
MGO One Seven
Ohio
$1K -$5.26K -200 -90%
AC
519
Avestar Capital
New York
$1K -$473 -18 -17%
CTC
520
Central Trust Company
Missouri
$1K
CB
521
Community Bank
New York
$1K
GRP
522
Global Retirement Partners
California
$1K
PSC
523
Prentiss Smith & Co
Vermont
$1K
PWM
524
Perigon Wealth Management
California
$1K +$684 +26 New
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$1K +$921 +35 New

MOS Hedge Fund Activity: Q1 2018 in Review

535 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2018, worth a combined $7.02B — down 3.5% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MOS positions and 63 closed out — a net gain of 27 holders — while 166 added to existing stakes and 197 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $102M. The largest seller was Deutsche Bank, cutting an estimated $63.9M.

  • 535 institutional investors held The Mosaic Company (MOS) as of Q1 2018, up from 511 in Q4 2017.
  • Funds reported $7.02B of The Mosaic Company stock for Q1 2018, down 3.5% quarter-over-quarter.
  • 90 funds opened new The Mosaic Company positions in Q1 2018 and 63 closed out, a net change of +27 holders.
  • The largest The Mosaic Company buyer in Q1 2018 was AllianceBernstein, an estimated $102M added.
  • The largest The Mosaic Company seller in Q1 2018 was Deutsche Bank, an estimated $63.9M sold.

Based on aggregated 13F filings for Q1 2018.