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The Mosaic Company
MOS

586 hedge funds and large institutions have $8.74B invested in The Mosaic Company in 2018 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 179 increasing their positions, 219 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 76

13% more call options, than puts

Call options by funds: $150M | Put options by funds: $133M

8% more funds holding

Funds holding: 544 → 586 (+42)

1.34% more ownership

Funds ownership: 77.18% → 78.52% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

10% less capital invested

Capital invested by funds: $9.66B → $8.74B (-$919M)

18% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 219

Holders
586
Holders Change
+42
Holders Change %
+7.72%
% of All Funds
13.06%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
124
Increased
179
Reduced
219
Closed
76
Calls
$150M
Puts
$133M
Net Calls
+$17.9M
Net Calls Change
+$341K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$158M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$111M
3
Millennium Management
Millennium Management
New York
+$100M
4
American Century Companies
American Century Companies
Missouri
+$98M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$87.7M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$98.4M
2
SCM
Shapiro Capital Management
Georgia
-$89M
3
NIPH
NN Investment Partners Holdings
Netherlands
-$66.3M
4
Norges Bank
Norges Bank
Norway
-$54M
5
Bank of America
Bank of America
North Carolina
-$45.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
COI
601
Connable Office Inc
Michigan
– -$2.18M -67,234 Closed
EP
602
Edgestream Partners
New Jersey
– -$2.11M -65,043 Closed
SLAM
603
Swiss Life Asset Management
– -$2.03M -62,347 Closed
Teacher Retirement System of Texas
604
Teacher Retirement System of Texas
Texas
– -$1.4M -43,133 Closed
LM
605
Luminus Management
Texas
– -$1.2K -36,900 Closed
Rafferty Asset Management
606
Rafferty Asset Management
New York
– -$867K -26,697 Closed
PI
607
PEAK6 Investments
Illinois
– -$720K -21,884 Closed
CWM
608
Cornerstone Wealth Management
Missouri
– -$895K -18,746 Closed
AW
609
Alpha Windward
Massachusetts
– -$585K -18,000 Closed
CICI
610
Capital Investment Counsel Inc
North Carolina
– -$574K -17,665 Closed
NIMI
611
Natixis Investment Managers International
France
– -$560K -17,241 Closed
LMGAM
612
Liberty Mutual Group Asset Management
Massachusetts
– -$455K -14,019 Closed
CIBC Private Wealth Group
613
CIBC Private Wealth Group
Georgia
– -$444K -13,662 Closed
DP
614
DSAM Partners
United Kingdom
– -$364K -11,198 Closed
CAM
615
Claret Asset Management
Quebec, Canada
– -$325K -10,000 Closed
QCMA
616
Quad Capital Management Advisors
New York
– -$320K -9,840 Closed
MSE
617
MUFG Securities EMEA
United Kingdom
– -$312K -9,614 Closed
CC
618
ClearArc Capital
Ohio
– -$297K -9,145 Closed
FSA
619
Financial Sense Advisors
California
– -$260K -8,014 Closed
EMG
620
Ellington Management Group
Connecticut
– -$257K -7,900 Closed
KFA
621
Kelleher Financial Advisors
New York
– -$238K -7,316 Closed
LWAC
622
Laurel Wealth Advisors (California)
California
– -$234K -7,229 Closed
CAM
623
Cypress Asset Management
Texas
– -$234K -7,207 Closed
FA
624
FDx Advisors
Illinois
– -$227K -6,993 Closed
VAM
625
Visionary Asset Management
Texas
– -$223K -6,868 Closed
23 24
25
26 27

MOS Hedge Fund Activity: Q4 2018 in Review

586 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2018, worth a combined $8.74B — down 9.5% from $9.66B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new MOS positions and 76 closed out — a net gain of 48 holders — while 179 added to existing stakes and 219 trimmed.

The largest buyer was Boston Partners, adding an estimated $158M. The largest seller was Fidelity International, cutting an estimated $98.4M.

  • 586 institutional investors held The Mosaic Company (MOS) as of Q4 2018, up from 544 in Q3 2018.
  • Funds reported $8.74B of The Mosaic Company stock for Q4 2018, down 9.5% quarter-over-quarter.
  • 124 funds opened new The Mosaic Company positions in Q4 2018 and 76 closed out, a net change of +48 holders.
  • The largest The Mosaic Company buyer in Q4 2018 was Boston Partners, an estimated $158M added.
  • The largest The Mosaic Company seller in Q4 2018 was Fidelity International, an estimated $98.4M sold.

Based on aggregated 13F filings for Q4 2018.