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The Mosaic Company

535 hedge funds and large institutions have $7.02B invested in The Mosaic Company in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 166 increasing their positions, 197 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 63

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.7M

5% more funds holding

Funds holding: 511535 (+24)

4% less capital invested

Capital invested by funds: $7.28B → $7.02B (-$257M)

5.82% less ownership

Funds ownership: 80.92%75.1% (-5.8%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 197

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
12.26%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
90
Increased
166
Reduced
197
Closed
63
Calls
$115M
Puts
$99.7M
Net Calls
+$15.7M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
RCIM
51
Russell Clark Investment Management
United Kingdom
$20.6M +$22.4M +850,000 New
Barclays
52
Barclays
United Kingdom
$20.6M +$10.1M +382,565 +82%
VanEck Associates
53
VanEck Associates
New York
$20.1M +$2.13M +81,160 +11%
MAM
54
Majedie Asset Management
United Kingdom
$18.9M -$9.57M -363,978 -32%
HCM
55
Hutchinson Capital Management
California
$18.6M -$122K -4,650 -0.6%
Principal Financial Group
56
Principal Financial Group
Iowa
$18.4M +$884K +33,619 +5%
SFM
57
Systematic Financial Management
New Jersey
$18.4M +$19.9M +757,094 New
Allianz Asset Management
58
Allianz Asset Management
Germany
$17.6M +$9.43M +358,494 +98%
WC
59
Wexford Capital
Florida
$17.5M +$7.01M +266,591 +59%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$17.2M -$9.03M -343,110 -32%
TCIM
61
TIAA CREF Investment Management
New York
$17.2M -$512K -19,470 -3%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$17.1M -$20.5M -781,060 -53%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$17M -$1.12M -42,500 -6%
CS
64
Credit Suisse
Switzerland
$16.9M +$1.87M +70,957 +11%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$16.3M +$35.5K +1,350 +0.2%
USAA
66
United Services Automobile Association
Texas
$15.7M +$14.1M +537,746 +494%
TA
67
Teachers Advisors
New York
$15.5M -$4.05K -154 -0%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$15.4M -$82.4K -3,131 -0.5%
PVH
69
Psagot Value Holdings
Israel
$15.1M +$16.4M +622,668 New
Chevy Chase Trust
70
Chevy Chase Trust
Maryland
$15M +$2.63M +99,811 +19%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$14.8M -$450K -17,088 -3%
UBS Group
72
UBS Group
Switzerland
$14.6M -$1.92M -72,875 -11%
Wells Fargo
73
Wells Fargo
California
$14.2M +$1.27M +48,221 +9%
B
74
Barings
North Carolina
$14M +$372K +14,156 +3%
PHS
75
Pekin Hardy Strauss
Illinois
$13.9M +$1.63M +62,077 +12%

MOS Hedge Fund Activity: Q1 2018 in Review

535 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2018, worth a combined $7.02B — down 3.5% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new MOS positions and 63 closed out — a net gain of 27 holders — while 166 added to existing stakes and 197 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $102M. The largest seller was Deutsche Bank, cutting an estimated $63.9M.

  • 535 institutional investors held The Mosaic Company (MOS) as of Q1 2018, up from 511 in Q4 2017.
  • Funds reported $7.02B of The Mosaic Company stock for Q1 2018, down 3.5% quarter-over-quarter.
  • 90 funds opened new The Mosaic Company positions in Q1 2018 and 63 closed out, a net change of +27 holders.
  • The largest The Mosaic Company buyer in Q1 2018 was AllianceBernstein, an estimated $102M added.
  • The largest The Mosaic Company seller in Q1 2018 was Deutsche Bank, an estimated $63.9M sold.

Based on aggregated 13F filings for Q1 2018.