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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
BCM
126
BlueCrest Capital Management
Jersey
$5.01M -$6.76M -256,955 -55%
CC
127
Colrain Capital
Massachusetts
$4.88M -$567K -21,550 -10%
AC
128
Apertura Capital
Texas
$4.86M +$5.26M +200,000 New
PCM
129
Pennant Capital Management
New Jersey
$4.86M +$5.26M +200,000 New
TAM
130
Telemark Asset Management
Massachusetts
$4.86M +$5.26M +200,000 New
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$4.73M +$1.05M +39,830 +26%
PDM
132
Penn Davis McFarland
Texas
$4.72M -$87K -3,307 -2%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$4.68M
CA
134
Commerzbank Aktiengesellschaft
Germany
$4.68M -$1.26M -47,736 -20%
STB
135
S&T Bank
Pennsylvania
$4.63M -$1.75M -66,360 -26%
JAM
136
Jolley Asset Management
North Carolina
$4.61M +$208K +7,902 +4%
BFS
137
Bradley Foster & Sargent
Connecticut
$4.51M +$277K +10,528 +6%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$4.38M -$45.5K -1,729 -1%
GCA
139
Greenwood Capital Associates
South Carolina
$4.36M +$4.34M +164,988 +1,142%
Boston Partners
140
Boston Partners
Massachusetts
$4.35M +$1.03M +39,099 +28%
BCIM
141
British Columbia Investment Management
British Columbia, Canada
$4.34M +$2.27M +86,398 +94%
Aviva
142
Aviva
United Kingdom
$4.33M -$426K -16,204 -8%
AG
143
Aperio Group
California
$4.19M +$519K +19,734 +13%
Retirement Systems of Alabama
144
Retirement Systems of Alabama
Alabama
$4.07M -$69.4K -2,640 -2%
IMOV
145
Investment Management of Virginia
Virginia
$3.92M +$1.49M +56,771 +54%
B
146
BP
United Kingdom
$3.88M
WBC
147
Westpac Banking Corp
Australia
$3.78M +$1.27M +48,200 +45%
Aberdeen Group
148
Aberdeen Group
United Kingdom
$3.7M +$700K +26,609 +21%
AC
149
AFAM Capital
Texas
$3.67M +$51.4K +1,954 +1%
AIG
150
American International Group
New York
$3.64M +$3.29K +125 +0.1%

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.