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The Mosaic Company

445 hedge funds and large institutions have $5.98B invested in The Mosaic Company in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $83.1M

1.58% less ownership

Funds ownership: 77.21%75.63% (-1.6%)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

12% less funds holding

Funds holding: 503445 (-58)

20% less capital invested

Capital invested by funds: $7.45B → $5.98B (-$1.47B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

59% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 94

Holders
445
Holders Change
-58
Holders Change %
-11.53%
% of All Funds
9.76%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
39
Increased
158
Reduced
178
Closed
94
Calls
$80.4M
Puts
$83.1M
Net Calls
-$2.68M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JPMIA
101
J.P. Marvel Investment Advisors
Massachusetts
$4.8M +$5.1M +234,195 New
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$4.7M -$7.63M -350,543 -60%
Canada Life
103
Canada Life
Manitoba, Canada
$4.67M -$25.2K -1,156 -0.5%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$4.67M +$3.35K +154 +0.1%
Voloridge Investment Management
105
Voloridge Investment Management
Florida
$4.46M +$4.73M +217,371 New
ACI
106
AMP Capital Investors
Australia
$4.14M -$2.06M -94,814 -32%
JAM
107
Jolley Asset Management
North Carolina
$3.99M +$265K +12,183 +7%
Asset Management One
108
Asset Management One
Japan
$3.92M -$91.5K -4,203 -2%
CS
109
Candriam SCA
Luxembourg
$3.92M +$539K +24,755 +15%
Aberdeen Group
110
Aberdeen Group
United Kingdom
$3.86M -$70.7K -3,247 -2%
Nomura Holdings
111
Nomura Holdings
Japan
$3.78M +$1.64M +75,421 +68%
PAMU
112
Pictet Asset Management (UK)
United Kingdom
$3.47M -$115K -5,300 -3%
WCA
113
Windsor Creek Advisors
Vermont
$3.43M +$1.69M +77,781 +87%
JGUA
114
John G. Ullman & Associates
New York
$3.37M +$1.88M +86,500 +111%
MIFH
115
Migdal Insurance & Financial Holdings
Israel
$3.37M +$1.4M +64,362 +64%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$3.33M -$18.5K -848 -0.5%
TD Asset Management
117
TD Asset Management
Ontario, Canada
$3.13M +$867K +39,800 +35%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$3.05M -$23.3K -1,070 -0.7%
SOADOR
119
State of Alaska Department of Revenue
Alaska
$3M +$1.22M +55,849 +62%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$2.96M +$739K +33,949 +31%
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$2.96M
Caisse de Depot et Placement du Quebec (CDPQ)
122
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.96M +$1.2M +54,923 +62%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$2.93M +$293K +13,443 +10%
AIG
124
American International Group
New York
$2.85M -$15.6K -714 -0.5%
STB
125
S&T Bank
Pennsylvania
$2.83M +$232K +10,651 +8%

MOS Hedge Fund Activity: Q3 2019 in Review

445 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2019, worth a combined $5.98B — down 20% from $7.45B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of MOS and 39 opened new positions — a net loss of 55 holders — while 178 trimmed existing stakes and 158 added.

The largest buyer was Ameriprise, adding an estimated $96.6M. The largest seller was Ninety One (UK), exiting entirely with an estimated $124M sold.

  • 445 institutional investors held The Mosaic Company (MOS) as of Q3 2019, down from 503 in Q2 2019.
  • Funds reported $5.98B of The Mosaic Company stock for Q3 2019, down 20% quarter-over-quarter.
  • 39 funds opened new The Mosaic Company positions in Q3 2019 and 94 closed out, a net change of -55 holders.
  • The largest The Mosaic Company buyer in Q3 2019 was Ameriprise, an estimated $96.6M added.
  • The largest The Mosaic Company seller in Q3 2019 was Ninety One (UK), an estimated $124M sold.

Based on aggregated 13F filings for Q3 2019.