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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
FANJ
551
Financial Architects (New Jersey)
New Jersey
$5K
WC
552
Whitnell & Co
Illinois
$5K
P
553
Palladiem
Pennsylvania
$5K +$4.95K +109 New
ASN
554
Advisory Services Network
Georgia
$3K +$3.13K +69 New
FA
555
FMA Advisory
Pennsylvania
$3K +$3.18K +70 New
N
556
Nuveen
North Carolina
$2.07K +$1.04M +22,977 +109%
Acadian Asset Management
557
Acadian Asset Management
Massachusetts
$2K +$1.63K +36 New
KCPG
558
Kavar Capital Partners Group
Kansas
$2K +$2.81K +62 New
AH
559
Achievement Holdings
Illinois
$1.07K +$81.7K +1,800 +9%
CB
560
Community Bank
New York
$1K
CFN
561
Cordasco Financial Network
Florida
$1K
DAM
562
Delta Asset Management
Tennessee
$1K
PSC
563
Prentiss Smith & Co
Vermont
$1K
TFO
564
Tarbox Family Office
California
$1K
TWA
565
TCI Wealth Advisors
Arizona
$1K
LWA
566
Lenox Wealth Advisors
New York
$1K +$862 +19 New
AT
567
Arden Trust
Delaware
$444 +$126K +2,782 +42%
UB
568
UMB Bank
Missouri
$326
Capital World Investors
569
Capital World Investors
California
-$918M -19,936,511 Closed
MNA
570
Manning & Napier Advisors
New York
-$298M -6,471,709 Closed
BIM
571
BRC Investment Management
Colorado
-$18.3M -398,171 Closed
TPCM
572
Tide Point Capital Management
Connecticut
-$11.5M -250,000 Closed
LCM
573
Laurion Capital Management
New York
-$6.72M -145,800 Closed
NEI
574
Northwest & Ethical Investments
Ontario, Canada
-$6.25M -135,790 Closed
NCCM
575
Nine Chapters Capital Management
New Jersey
-$6.05M -131,400 Closed

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.