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The Mosaic Company

486 hedge funds and large institutions have $6.18B invested in The Mosaic Company in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 184 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 184

5.07% less ownership

Funds ownership: 82.2%77.13% (-5.1%)

10% less funds holding

Funds holding: 541486 (-55)

26% less capital invested

Capital invested by funds: $8.4B → $6.18B (-$2.22B)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

50% less call options, than puts

Call options by funds: $106M | Put options by funds: $212M

54% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 94

Holders
486
Holders Change
-55
Holders Change %
-10.17%
% of All Funds
12.12%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.22%
New
43
Increased
198
Reduced
184
Closed
94
Calls
$106M
Puts
$212M
Net Calls
-$106M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
576
Tarbox Family Office
California
-$147 -6 -25%
ED
577
Exane Derivatives
France
-$29 -1 Closed
NFG
578
Next Financial Group
Texas
+$25 +1 New
RFM
579
Royal Fund Management
Florida
+$540 +22 New

MOS Hedge Fund Activity: Q2 2017 in Review

486 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2017, worth a combined $6.18B — down 26% from $8.4B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of MOS and 43 opened new positions — a net loss of 51 holders — while 184 trimmed existing stakes and 198 added.

The largest buyer was Citigroup, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $223M.

  • 486 institutional investors held The Mosaic Company (MOS) as of Q2 2017, down from 541 in Q1 2017.
  • Funds reported $6.18B of The Mosaic Company stock for Q2 2017, down 26% quarter-over-quarter.
  • 43 funds opened new The Mosaic Company positions in Q2 2017 and 94 closed out, a net change of -51 holders.
  • The largest The Mosaic Company buyer in Q2 2017 was Citigroup, an estimated $106M added.
  • The largest The Mosaic Company seller in Q2 2017 was Bank of America, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2017.