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The Mosaic Company

521 hedge funds and large institutions have $8.12B invested in The Mosaic Company in 2015 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 211 increasing their positions, 177 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $214M | Put options by funds: $121M

19% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 177

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.7% more ownership

Funds ownership: 84.16%87.86% (+3.7%)

9% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 80

2% less funds holding

Funds holding: 532521 (-11)

8% less capital invested

Capital invested by funds: $8.82B → $8.12B (-$694M)

Holders
521
Holders Change
-11
Holders Change %
-2.07%
% of All Funds
13.67%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
73
Increased
211
Reduced
177
Closed
80
Calls
$214M
Puts
$121M
Net Calls
+$93.5M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$641M +$145M +4,530,002 +24%
JP Morgan Chase
2
JP Morgan Chase
New York
$522M -$67.1M -2,102,699 -10%
State Street
3
State Street
Massachusetts
$472M +$38M +1,190,750 +7%
Franklin Resources
4
Franklin Resources
California
$416M -$1.94M -60,851 -0.4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$287M +$140M +4,396,772 +73%
BIT
6
BlackRock Institutional Trust
California
$270M +$10.4M +326,832 +3%
Artisan Partners
7
Artisan Partners
Wisconsin
$201M +$25.6M +800,740 +12%
Bank of America
8
Bank of America
North Carolina
$197M -$5.02M -157,149 -2%
IC
9
Institutional Capital
Illinois
$191M +$11.9M +373,156 +6%
Capital International Investors
10
Capital International Investors
California
$186M +$90.1K +2,823 +0%
Invesco
11
Invesco
Georgia
$174M +$7.56M +236,659 +4%
GTP
12
Global Thematic Partners
New York
$159M -$9.24M -289,526 -5%
Deutsche Bank
13
Deutsche Bank
Germany
$150M +$12.7M +396,738 +8%
BFA
14
BlackRock Fund Advisors
California
$148M +$11.4M +355,687 +7%
Fidelity International
15
Fidelity International
Bermuda
$147M +$144M +4,521,878 +567%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$145M +$12.6M +393,600 +8%
Northern Trust
17
Northern Trust
Illinois
$137M -$9.58M -300,063 -6%
Boston Partners
18
Boston Partners
Massachusetts
$132M +$82.5M +2,584,197 +118%
BG
19
BlackRock Group
United Kingdom
$123M +$4.49M +140,594 +3%
SCM
20
Shapiro Capital Management
Georgia
$113M -$524K -16,421 -0.4%
LCOV
21
London Company of Virginia
Virginia
$104M +$9.81M +307,220 +9%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$96.1M +$1.04M +32,456 +0.9%
IG
23
ING Group
Netherlands
$94.9M +$5.72M +179,085 +5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$90.6M +$2.81M +87,880 +3%
AQR Capital Management
25
AQR Capital Management
Connecticut
$87.1M +$3.61M +113,099 +4%

MOS Hedge Fund Activity: Q4 2015 in Review

521 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2015, worth a combined $8.12B — down 7.9% from $8.82B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of MOS and 73 opened new positions — a net loss of 7 holders — while 177 trimmed existing stakes and 211 added.

The largest buyer was Vanguard Group, adding an estimated $145M. The largest seller was VOYA Investment Management, cutting an estimated $78.3M.

  • 521 institutional investors held The Mosaic Company (MOS) as of Q4 2015, down from 532 in Q3 2015.
  • Funds reported $8.12B of The Mosaic Company stock for Q4 2015, down 7.9% quarter-over-quarter.
  • 73 funds opened new The Mosaic Company positions in Q4 2015 and 80 closed out, a net change of -7 holders.
  • The largest The Mosaic Company buyer in Q4 2015 was Vanguard Group, an estimated $145M added.
  • The largest The Mosaic Company seller in Q4 2015 was VOYA Investment Management, an estimated $78.3M sold.

Based on aggregated 13F filings for Q4 2015.