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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
BCA
576
Berman Capital Advisors
Georgia
-$230K -8,893 Closed
UB
577
UMB Bank
Missouri
-$244K -8,693 Closed
GCA
578
Gideon Capital Advisors
New York
-$234K -8,341 Closed
QAM
579
Quantres Asset Management
Cayman Islands
-$219K -7,800 Closed
Mackenzie Financial
580
Mackenzie Financial
Ontario, Canada
-$211K -7,534 Closed
SM
581
Sciencast Management
New Jersey
-$203K -7,189 Closed
PIA
582
Piedmont Investment Advisors
North Carolina
-$115K -4,111 Closed
BWP
583
Baldwin Wealth Partners
Massachusetts
-$56K -2,000 Closed
BCA
584
Bay Colony Advisors
Massachusetts
-$51K -1,815 Closed
SGAM
585
Smith Group Asset Management
Texas
-$43K -1,550 Closed
Qube Research & Technologies (QRT)
586
Qube Research & Technologies (QRT)
United Kingdom
-$26K -921 Closed
JFA
587
JNBA Financial Advisors
Minnesota
-$14K -500 Closed
RWP
588
RWA Wealth Partners
Massachusetts
-$14K -500 Closed
ST
589
Smithfield Trust
Pennsylvania
-$8K -280 Closed
DAM
590
Delta Asset Management
Tennessee
-$7K -250 Closed
SSB
591
Sandy Spring Bank
Maryland
-$7K -250 Closed
TC
592
Trust Company
Kansas
-$7K -250 Closed
Parallax Volatility Advisers
593
Parallax Volatility Advisers
California
-$4.88K -162 Closed
CF
594
Centaurus Financial
California
-$3K -121 Closed
GFP
595
Gryphon Financial Partners
Ohio
-$3K -91 Closed
B
596
Bridgeworth
Alabama
-$1K -42 Closed
AF
597
Allworth Financial
California
-$1K -24 Closed
NFG
598
Next Financial Group
Texas
+$30 +1 New

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.