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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
N
101
Natixis
France
$11.7M +$10.9M +360,709 New
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M +$229K +7,608 +2%
PI
103
Pennant Investors
New Jersey
$11.7M +$10.8M +360,000 New
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$11.6M +$81.1K +2,691 +0.8%
BNP Paribas Asset Management
105
BNP Paribas Asset Management
France
$11.5M -$50.5K -1,675 -0.5%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$11.4M -$956K -31,735 -8%
Barclays
107
Barclays
United Kingdom
$11.1M +$1.33M +44,091 +15%
ECM
108
Element Capital Management
New York
$10.5M +$8.86M +294,028 +1,011%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$10.1M +$1.06M +35,083 +13%
CRCP
110
Copper Rock Capital Partners
Massachusetts
$9.91M +$160K +5,312 +2%
SAM
111
Scopus Asset Management
New York
$9.69M -$3.16M -104,839 -26%
WIC
112
Willis Investment Counsel
Georgia
$9.61M +$73.1K +2,425 +0.8%
Schroder Investment Management Group
113
Schroder Investment Management Group
United Kingdom
$9.31M -$3.44M -114,200 -28%
WSFS
114
Wilmington Savings Fund Society
Delaware
$9.29M +$429K +14,242 +5%
RGI
115
River Global Investors
United Kingdom
$9.24M -$722K -23,969 -8%
CAM
116
Centre Asset Management
New York
$9.21M -$440K -14,610 -5%
AI
117
Ariel Investments
Illinois
$9.17M -$3.25K -108 -0%
DIA
118
Davidson Investment Advisors
Montana
$9.17M +$139K +4,601 +2%
Ameriprise
119
Ameriprise
Minnesota
$9.12M -$152M -5,034,698 -95%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$8.9M -$685K -22,742 -8%
SG Americas Securities
121
SG Americas Securities
New York
$8.74M +$6.16M +204,567 +318%
VIG
122
Vienna Insurance Group
Poland
$8.12M
ASRS
123
Arizona State Retirement System
Arizona
$8.01M +$29.9K +992 +0.4%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$7.96M +$312K +10,351 +4%
MIM
125
Marco Investment Management
Georgia
$7.71M -$3.01K -100 -0%

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.