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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
DOA
526
D'Orazio & Associates
Virginia
$2K
OC
527
Oakworth Capital
Alabama
$2K
TFO
528
Tarbox Family Office
California
$2K
HR
529
Howe & Rusling
New York
$2K +$482 +16 +31%
MWPCG
530
Measured Wealth Private Client Group
New Hampshire
$2K +$2.23K +74 New
LM
531
Luminus Management
Texas
$1.2K -$1.79M -59,500 -62%
AC
532
Avestar Capital
New York
$1K -$964 -32 -22%
CFA
533
Carroll Financial Associates
North Carolina
$1K
CB
534
Community Bank
New York
$1K
GWS
535
Glassman Wealth Services
Virginia
$1K
GRP
536
Global Retirement Partners
California
$1K
PSC
537
Prentiss Smith & Co
Vermont
$1K
YWP
538
YorkBridge Wealth Partners
New York
$1K
MFT
539
Moisand Fitzgerald Tamayo
Florida
$1K +$1.21K +40 New
SFSIG
540
San Francisco Sentry Investment Group
California
$1K +$1.33K +44 New
HCM
541
Hoplite Capital Management
New York
-$42.8M -1,525,403 Closed
TPCM
542
Tide Point Capital Management
Connecticut
-$28.2M -1,005,827 Closed
SIM
543
Stelliam Investment Management
New York
-$22.7M -810,000 Closed
CC
544
Carlson Capital
Texas
-$18.2M -650,000 Closed
PCM
545
Pennant Capital Management
New Jersey
-$11.2M -400,000 Closed
Susquehanna International Group
546
Susquehanna International Group
Pennsylvania
-$10.2M -337,354 Closed
TAM
547
Telemark Asset Management
Massachusetts
-$8.41M -300,000 Closed
WCM
548
Wedge Capital Management
North Carolina
-$6.65M -236,989 Closed
PDM
549
Penn Davis McFarland
Texas
-$5.62M -200,416 Closed
CANY
550
Caxton Associates (New York)
New York
-$5.33M -190,000 Closed

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.