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The Mosaic Company

532 hedge funds and large institutions have $8.82B invested in The Mosaic Company in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 217 increasing their positions, 187 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 187

0.7% more ownership

Funds ownership: 83.46%84.16% (+0.7%)

7% less funds holding

Funds holding: 570532 (-38)

22% less call options, than puts

Call options by funds: $104M | Put options by funds: $133M

35% less capital invested

Capital invested by funds: $13.6B → $8.82B (-$4.76B)

36% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 91

53% less funds holding in top 10

Funds holding in top 10: 157 (-8)

Holders
532
Holders Change
-38
Holders Change %
-6.67%
% of All Funds
14.85%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.2%
New
58
Increased
217
Reduced
187
Closed
91
Calls
$104M
Puts
$133M
Net Calls
-$29.6M
Net Calls Change
-$82.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FMA
601
FNY Managed Accounts
New York
-$234K -5,000 Closed
BRWA
602
B. Riley Wealth Advisors
Florida
-$234K -4,979 Closed
NG
603
NatWest Group
United Kingdom
-$231K -4,926 Closed
ECM
604
Everence Capital Management
Indiana
-$231K -4,920 Closed
FCBT
605
First Citizens Bank & Trust
North Carolina
-$221K -4,721 Closed
MHS
606
M Holdings Securities
Oregon
-$204K -4,359 Closed
MCM
607
MV Capital Management
Maryland
-$169K -3,604 Closed
SSG
608
Summit Securities Group
New York
-$169K -3,600 Closed
IAMU
609
Impax Asset Management (UK)
United Kingdom
-$145K -3,100 Closed
JGC
610
J. Goldman & Co
New York
-$101K -2,438 Closed
AGM
611
Alpine Global Management
New York
-$73K -1,568 Closed
WA
612
WFG Advisors
Texas
-$43.9K -1,064 -99%
IPC
613
Independent Portfolio Consultants
Florida
-$41K -865 Closed
HR
614
Howe & Rusling
New York
-$16K -331 Closed
BCA
615
Bray Capital Advisors
Florida
-$12K -250 Closed
SIG
616
Stanford Investment Group
California
-$9K -200 Closed
CBT
617
Central Bank & Trust
Kentucky
-$6K -120 Closed
FANJ
618
Financial Architects (New Jersey)
New Jersey
-$5K -116 Closed
P
619
Palladiem
Pennsylvania
-$5K -109 Closed
PCM
620
Prelude Capital Management
New York
-$5K -100 Closed
TFO
621
Tarbox Family Office
California
-$1K -16 Closed
PFBT
622
Parkside Financial Bank & Trust
Missouri
+$248 +6 New

MOS Hedge Fund Activity: Q3 2015 in Review

532 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2015, worth a combined $8.82B — down 35% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of MOS and 58 opened new positions — a net loss of 33 holders — while 187 trimmed existing stakes and 217 added.

The largest buyer was Bank of America, adding an estimated $251M. The largest seller was Koch Industries, exiting entirely with an estimated $175M sold.

  • 532 institutional investors held The Mosaic Company (MOS) as of Q3 2015, down from 570 in Q2 2015.
  • Funds reported $8.82B of The Mosaic Company stock for Q3 2015, down 35% quarter-over-quarter.
  • 58 funds opened new The Mosaic Company positions in Q3 2015 and 91 closed out, a net change of -33 holders.
  • The largest The Mosaic Company buyer in Q3 2015 was Bank of America, an estimated $251M added.
  • The largest The Mosaic Company seller in Q3 2015 was Koch Industries, an estimated $175M sold.

Based on aggregated 13F filings for Q3 2015.