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The Mosaic Company

544 hedge funds and large institutions have $9.66B invested in The Mosaic Company in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 196 increasing their positions, 199 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

15% more capital invested

Capital invested by funds: $8.4B → $9.66B (+$1.26B)

15% more call options, than puts

Call options by funds: $137M | Put options by funds: $120M

1% more funds holding

Funds holding: 537544 (+7)

0.58% less ownership

Funds ownership: 77.76%77.18% (-0.58%)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 199

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
12.44%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
73
Increased
196
Reduced
199
Closed
58
Calls
$137M
Puts
$120M
Net Calls
+$17.5M
Net Calls Change
+$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
501
Pin Oak Investment Advisors
Texas
$10K
ZB
502
Zions Bancorporation
Utah
$10K +$271 +9 +3%
MAM
503
Meeder Asset Management
Ohio
$9K
NIM
504
NuWave Investment Management
New Jersey
$9K +$3.65K +121 +83%
PI
505
Parkside Investments
Illinois
$9K +$9.04K +300 New
BGIM
506
Brandywine Global Investment Management
Pennsylvania
$8K -$7.62K -253 -52%
CCM
507
Cribstone Capital Management
Maine
$8K
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$7K +$512 +17 +9%
PFBT
509
Parkside Financial Bank & Trust
Missouri
$7K +$844 +28 +14%
VFA
510
Valeo Financial Advisors
Indiana
$6K -$52.6K -1,745 -89%
ClearBridge Investments
511
ClearBridge Investments
New York
$6K
CTB
512
Country Trust Bank
Illinois
$6K
Loomis, Sayles & Company
513
Loomis, Sayles & Company
Massachusetts
$6K +$5.27K +175 New
CAM
514
CenterStar Asset Management
Illinois
$5K
SNT
515
Security National Trust
West Virginia
$5K
SIS
516
Sound Income Strategies
Florida
$4K -$90 -3 -3%
GWA
517
Guidant Wealth Advisors
Illinois
$4K
IGGA
518
Iron Gate Global Advisors
Utah
$4K
FHA
519
Flagship Harbor Advisors
Massachusetts
$4K +$30 +1 +0.8%
FANJ
520
Financial Architects (New Jersey)
New Jersey
$3K -$6.6K -219 -69%
FC
521
Ferris Capital
Massachusetts
$3K
HI
522
Hudock Inc
Pennsylvania
$3K
OIA
523
OneDigital Investment Advisors
Kansas
$3K
PCP
524
Proficio Capital Partners
Massachusetts
$3K
TF
525
Tompkins Financial
New York
$3K

MOS Hedge Fund Activity: Q3 2018 in Review

544 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2018, worth a combined $9.66B — up 15% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MOS positions and 58 closed out — a net gain of 15 holders — while 196 added to existing stakes and 199 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $84M. The largest seller was Ameriprise, cutting an estimated $152M.

  • 544 institutional investors held The Mosaic Company (MOS) as of Q3 2018, up from 537 in Q2 2018.
  • Funds reported $9.66B of The Mosaic Company stock for Q3 2018, up 15% quarter-over-quarter.
  • 73 funds opened new The Mosaic Company positions in Q3 2018 and 58 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q3 2018 was Fidelity Investments, an estimated $84M added.
  • The largest The Mosaic Company seller in Q3 2018 was Ameriprise, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2018.