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The Mosaic Company

532 hedge funds and large institutions have $8.82B invested in The Mosaic Company in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 217 increasing their positions, 187 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 187

0.7% more ownership

Funds ownership: 83.46%84.16% (+0.7%)

7% less funds holding

Funds holding: 570532 (-38)

22% less call options, than puts

Call options by funds: $104M | Put options by funds: $133M

35% less capital invested

Capital invested by funds: $13.6B → $8.82B (-$4.76B)

36% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 91

53% less funds holding in top 10

Funds holding in top 10: 157 (-8)

Holders
532
Holders Change
-38
Holders Change %
-6.67%
% of All Funds
14.85%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.2%
New
58
Increased
217
Reduced
187
Closed
91
Calls
$104M
Puts
$133M
Net Calls
-$29.6M
Net Calls Change
-$82.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
526
Transamerica Financial Advisors
Florida
$1K +$825 +20 New
SIM
527
Sonora Investment Management
Arizona
$1K +$1.07K +26 New
PSI
528
Pinnacle Summer Investments
Virginia
$1K +$1.2K +29 New
KI
529
Koch Industries
Kansas
-$175M -3,726,945 Closed
Citadel Advisors
530
Citadel Advisors
Florida
-$63.1M -1,528,498 -100%
Balyasny Asset Management
531
Balyasny Asset Management
Illinois
-$59.1M -1,262,330 Closed
ABC
532
Anchor Bolt Capital
Illinois
-$58.4M -1,245,610 Closed
Marshall Wace
533
Marshall Wace
United Kingdom
-$21.4M -456,232 Closed
EAM
534
EverPoint Asset Management
Connecticut
-$19.6M -417,300 Closed
SAM
535
Scopus Asset Management
New York
-$14.1M -300,000 Closed
AIMCA
536
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$14M -298,600 Closed
BPM
537
Bronson Point Management
Connecticut
-$13.8M -295,000 Closed
SCM
538
SG Capital Management
Illinois
-$13.2M -281,547 Closed
ZA
539
Zweig Advisers
Connecticut
-$12.4M -264,000 Closed
EA
540
Euclid Advisors
Connecticut
-$12.2M -261,032 Closed
Ninety One (UK)
541
Ninety One (UK)
United Kingdom
-$12.1M -258,862 Closed
ARTA
542
A.R.T. Advisors
New York
-$10.5M -223,783 Closed
CCMD
543
Cypress Capital Management (Delaware)
Delaware
-$8.59M -183,360 Closed
PMAM
544
Picton Mahoney Asset Management
Ontario, Canada
-$7.58M -161,700 Closed
Lazard Asset Management
545
Lazard Asset Management
New York
-$6.68M -142,590 Closed
WI
546
WBI Investments
New Jersey
-$5.72M -122,002 Closed
HHC
547
Hutchin Hill Capital
New York
-$4.9M -104,600 Closed
TCM
548
Tufton Capital Management
Maryland
-$4.01M -85,699 Closed
IRF
549
IBM Retirement Fund
New York
-$3.97M -84,799 Closed
GP
550
GLG Partners
United Kingdom
-$3.55M -75,791 Closed

MOS Hedge Fund Activity: Q3 2015 in Review

532 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2015, worth a combined $8.82B — down 35% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of MOS and 58 opened new positions — a net loss of 33 holders — while 187 trimmed existing stakes and 217 added.

The largest buyer was Bank of America, adding an estimated $251M. The largest seller was Koch Industries, exiting entirely with an estimated $175M sold.

  • 532 institutional investors held The Mosaic Company (MOS) as of Q3 2015, down from 570 in Q2 2015.
  • Funds reported $8.82B of The Mosaic Company stock for Q3 2015, down 35% quarter-over-quarter.
  • 58 funds opened new The Mosaic Company positions in Q3 2015 and 91 closed out, a net change of -33 holders.
  • The largest The Mosaic Company buyer in Q3 2015 was Bank of America, an estimated $251M added.
  • The largest The Mosaic Company seller in Q3 2015 was Koch Industries, an estimated $175M sold.

Based on aggregated 13F filings for Q3 2015.