We are live on ! Find out more
MOS icon

The Mosaic Company

570 hedge funds and large institutions have $13.6B invested in The Mosaic Company in 2015 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 236 increasing their positions, 185 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $193M | Put options by funds: $140M

28% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 185

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

24% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 62

2% more funds holding

Funds holding: 560570 (+10)

2% more capital invested

Capital invested by funds: $13.4B → $13.6B (+$224M)

0.23% more ownership

Funds ownership: 83.23%83.46% (+0.23%)

Holders
570
Holders Change
+10
Holders Change %
+1.79%
% of All Funds
15.36%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
77
Increased
236
Reduced
185
Closed
62
Calls
$193M
Puts
$140M
Net Calls
+$52.6M
Net Calls Change
+$6.39M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.1B -$248M -5,457,035 -19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$835M +$4.8M +105,727 +0.6%
State Street
3
State Street
Massachusetts
$744M +$41.2M +907,137 +6%
BIT
4
BlackRock Institutional Trust
California
$489M +$83.8M +1,846,321 +22%
Franklin Resources
5
Franklin Resources
California
$474M +$5.56M +122,446 +1%
Capital International Investors
6
Capital International Investors
California
$347M -$24.3M -534,570 -7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$316M +$44.4M +978,462 +17%
GTP
8
Global Thematic Partners
New York
$299M +$70.9M +1,562,395 +32%
MAA
9
Managed Account Advisors
New Jersey
$282M +$104M +2,294,288 +61%
IC
10
Institutional Capital
Illinois
$275M +$13.4M +294,381 +5%
Northern Trust
11
Northern Trust
Illinois
$237M +$1.16M +25,521 +0.5%
Deutsche Bank
12
Deutsche Bank
Germany
$234M -$24.4M -538,870 -10%
BFA
13
BlackRock Fund Advisors
California
$231M +$5.23M +115,346 +2%
Invesco
14
Invesco
Georgia
$221M +$157M +3,455,905 +276%
BG
15
BlackRock Group
United Kingdom
$217M +$24.8M +547,252 +13%
SCP
16
SailingStone Capital Partners
Texas
$216M -$26.4M -582,248 -11%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$186M +$86.2M +1,900,000 +92%
KI
18
Koch Industries
Kansas
$175M +$25.4M +558,841 +18%
SCM
19
Shapiro Capital Management
Georgia
$163M +$3.55M +78,175 +2%
LCOV
20
London Company of Virginia
Virginia
$152M +$38.3M +844,089 +35%
ARCT
21
Anne Ray Charitable Trust
Minnesota
$148M -$121M -2,671,578 -46%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$134M +$2.59M +57,058 +2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$129M +$29M +638,580 +30%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$126M -$55.7K -1,228 -0%
AL
25
AJO LP
Pennsylvania
$125M +$1.09M +24,130 +0.9%

MOS Hedge Fund Activity: Q2 2015 in Review

570 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2015, worth a combined $13.6B — up 1.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MOS positions and 62 closed out — a net gain of 15 holders — while 236 added to existing stakes and 185 trimmed.

The largest buyer was Invesco, adding an estimated $157M. The largest seller was Capital World Investors, exiting entirely with an estimated $918M sold.

  • 570 institutional investors held The Mosaic Company (MOS) as of Q2 2015, up from 560 in Q1 2015.
  • Funds reported $13.6B of The Mosaic Company stock for Q2 2015, up 1.7% quarter-over-quarter.
  • 77 funds opened new The Mosaic Company positions in Q2 2015 and 62 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q2 2015 was Invesco, an estimated $157M added.
  • The largest The Mosaic Company seller in Q2 2015 was Capital World Investors, an estimated $918M sold.

Based on aggregated 13F filings for Q2 2015.