The Mosaic Company
541 hedge funds and large institutions have $8.4B invested in The Mosaic Company in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 55 closing their positions.
38% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 55
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
2% more funds holding
Funds holding: 529 → 541 (+12)
5% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 203
5.59% less ownership
Funds ownership: 87.79% → 82.2% (-5.6%)
7% less capital invested
Capital invested by funds: $9.02B → $8.4B (-$619M)
20% less call options, than puts
Call options by funds: $198M | Put options by funds: $248M
Top Buyers
| 1 |
BlackRock
New York
|
+$746M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$108M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$99.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$52.6M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$38.9M |
Top Sellers
| 1 |
Franklin Resources
San Mateo,
California
|
-$528M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$148M |
| 3 |
Goldman Sachs
New York
|
-$53.8M |
| 4 |
Bank of New York Mellon
New York
|
-$53.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$43.5M |
MOS Hedge Fund Activity: Q1 2017 in Review
541 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2017, worth a combined $8.4B — down 6.9% from $9.02B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new MOS positions and 55 closed out — a net gain of 21 holders — while 193 added to existing stakes and 203 trimmed.
The largest buyer was BlackRock, adding an estimated $746M. The largest seller was Franklin Resources, cutting an estimated $528M.
- 541 institutional investors held The Mosaic Company (MOS) as of Q1 2017, up from 529 in Q4 2016.
- Funds reported $8.4B of The Mosaic Company stock for Q1 2017, down 6.9% quarter-over-quarter.
- 76 funds opened new The Mosaic Company positions in Q1 2017 and 55 closed out, a net change of +21 holders.
- The largest The Mosaic Company buyer in Q1 2017 was BlackRock, an estimated $746M added.
- The largest The Mosaic Company seller in Q1 2017 was Franklin Resources, an estimated $528M sold.
Based on aggregated 13F filings for Q1 2017.