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The Mosaic Company

570 hedge funds and large institutions have $13.6B invested in The Mosaic Company in 2015 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 236 increasing their positions, 185 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $193M | Put options by funds: $140M

28% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 185

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

24% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 62

2% more funds holding

Funds holding: 560570 (+10)

2% more capital invested

Capital invested by funds: $13.4B → $13.6B (+$224M)

0.23% more ownership

Funds ownership: 83.23%83.46% (+0.23%)

Holders
570
Holders Change
+10
Holders Change %
+1.79%
% of All Funds
15.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
77
Increased
236
Reduced
185
Closed
62
Calls
$193M
Puts
$140M
Net Calls
+$52.6M
Net Calls Change
+$6.39M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
526
MSI Financial Services
Massachusetts
$36K +$4.54K +100 +15%
WP
527
WealthPLAN Partners
Nebraska
$33K -$5.63K -124 -15%
WA
528
WealthTrust-Arizona
Arizona
$33K
Loomis, Sayles & Company
529
Loomis, Sayles & Company
Massachusetts
$33K +$32.3K +713 New
CCS
530
Crosspoint Capital Strategies
California
$26K -$55.9K -1,233 -69%
NFG
531
Next Financial Group
Texas
$23K +$8.17K +180 +56%
Manulife (Manufacturers Life Insurance)
532
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.3K -$293K -6,457 -1%
SF
533
Synovus Financial
Georgia
$19K
BAM
534
Bruderman Asset Management
New York
$19K +$18.1K +400 New
CF
535
CenterStar Fund
Illinois
$18K
HR
536
Howe & Rusling
New York
$16K -$2.22K -49 -13%
FNBSF
537
First National Bank Sioux Falls
South Dakota
$13K
GWS
538
Glassman Wealth Services
Virginia
$13K
BCA
539
Bray Capital Advisors
Florida
$12K +$11.3K +250 New
BCM
540
Brookstone Capital Management
Illinois
$11K +$10.7K +235 New
EWM
541
Evercore Wealth Management
New York
$10K
CCMW
542
Cypress Capital Management (Wyoming)
Wyoming
$9.37K
WEC
543
Winslow Evans & Crocker
Massachusetts
$9.37K
SIG
544
Stanford Investment Group
California
$9K +$9.07K +200 New
ECM
545
Estabrook Capital Management
New York
$7.12K -$2.27K -50 -25%
LWM
546
Lenox Wealth Management
Ohio
$7K
HI
547
Hudock Inc
Pennsylvania
$7K +$544 +12 +8%
WTB
548
Washington Trust Bank
Washington
$7K +$6.8K +150 New
CBT
549
Central Bank & Trust
Kentucky
$6K +$5.44K +120 New
PCM
550
Prelude Capital Management
New York
$5K -$109K -2,400 -96%

MOS Hedge Fund Activity: Q2 2015 in Review

570 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2015, worth a combined $13.6B — up 1.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MOS positions and 62 closed out — a net gain of 15 holders — while 236 added to existing stakes and 185 trimmed.

The largest buyer was Invesco, adding an estimated $157M. The largest seller was Capital World Investors, exiting entirely with an estimated $918M sold.

  • 570 institutional investors held The Mosaic Company (MOS) as of Q2 2015, up from 560 in Q1 2015.
  • Funds reported $13.6B of The Mosaic Company stock for Q2 2015, up 1.7% quarter-over-quarter.
  • 77 funds opened new The Mosaic Company positions in Q2 2015 and 62 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q2 2015 was Invesco, an estimated $157M added.
  • The largest The Mosaic Company seller in Q2 2015 was Capital World Investors, an estimated $918M sold.

Based on aggregated 13F filings for Q2 2015.