We are live on ! Find out more
MOS icon

The Mosaic Company

510 hedge funds and large institutions have $8.23B invested in The Mosaic Company in 2016 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 228 increasing their positions, 158 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 158

1% more capital invested

Capital invested by funds: $8.12B → $8.23B (+$103M)

0.01% more ownership

Funds ownership: 87.86%87.86% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less funds holding

Funds holding: 521510 (-11)

10% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 67

22% less call options, than puts

Call options by funds: $86.7M | Put options by funds: $112M

Holders
510
Holders Change
-11
Holders Change %
-2.11%
% of All Funds
13.59%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
60
Increased
228
Reduced
158
Closed
67
Calls
$86.7M
Puts
$112M
Net Calls
-$24.9M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
176
Willis Investment Counsel
Georgia
$3.1M +$84.3K +3,230 +3%
WFG
177
Windsor Financial Group
Minnesota
$3.02M +$362K +13,884 +14%
GHA
178
GW Henssler & Associates
Georgia
$3M +$2.91M +111,314 New
PHAM
179
Pacific Heights Asset Management
California
$2.97M
FBP
180
Flippin Bruce & Porter
Virginia
$2.96M +$1.9M +72,685 +198%
BHTS
181
Bar Harbor Trust Services
Maine
$2.95M +$2.85M +109,098 New
USAA
182
United Services Automobile Association
Texas
$2.94M -$252K -9,654 -8%
GF
183
Gabelli Funds
New York
$2.82M
ProShare Advisors
184
ProShare Advisors
Maryland
$2.81M -$359K -13,744 -12%
JAM
185
Jolley Asset Management
North Carolina
$2.81M +$396K +15,173 +17%
MCM
186
Moore Capital Management
New York
$2.79M +$1.3M +49,800 +93%
KCM
187
Kennedy Capital Management
Missouri
$2.77M +$2.68M +102,647 New
SCM
188
Stevens Capital Management
Pennsylvania
$2.72M +$1.27M +48,635 +93%
BCM
189
Brookstone Capital Management
Illinois
$2.72M +$2.63M +100,637 New
Comerica Bank
190
Comerica Bank
Texas
$2.65M +$277K +10,606 +12%
HighTower Advisors
191
HighTower Advisors
Illinois
$2.63M +$2.14M +81,817 +530%
GIBU
192
Gulf International Bank (UK)
United Kingdom
$2.59M
Fiera Capital (Canada)
193
Fiera Capital (Canada)
Quebec, Canada
$2.54M +$2.45M +93,950 New
IMOV
194
Investment Management of Virginia
Virginia
$2.51M +$270K +10,338 +13%
OTPPB
195
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.5M -$391K -14,989 -14%
HAI
196
Hennessy Advisors Inc
California
$2.45M +$2.37M +90,800 New
CSS
197
Cubist Systematic Strategies
Connecticut
$2.45M +$670K +25,671 +39%
AI
198
Analytic Investors
California
$2.43M -$854K -32,727 -27%
FA
199
FDx Advisors
Illinois
$2.43M +$230K +8,816 +11%
PP
200
Paloma Partners
Connecticut
$2.36M +$1.54M +59,171 +209%

MOS Hedge Fund Activity: Q1 2016 in Review

510 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2016, worth a combined $8.23B — up 1.3% from $8.12B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of MOS and 60 opened new positions — a net loss of 7 holders — while 158 trimmed existing stakes and 228 added.

The largest buyer was Vanguard Group, adding an estimated $206M. The largest seller was Institutional Capital, cutting an estimated $107M.

  • 510 institutional investors held The Mosaic Company (MOS) as of Q1 2016, down from 521 in Q4 2015.
  • Funds reported $8.23B of The Mosaic Company stock for Q1 2016, up 1.3% quarter-over-quarter.
  • 60 funds opened new The Mosaic Company positions in Q1 2016 and 67 closed out, a net change of -7 holders.
  • The largest The Mosaic Company buyer in Q1 2016 was Vanguard Group, an estimated $206M added.
  • The largest The Mosaic Company seller in Q1 2016 was Institutional Capital, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2016.